CUSIP 808524771FUNDAMENTAL US LFNDXQ4 2025
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730 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 413.44M | $11.25B | +4.24M | Added |
| 2 | Captrust Financial Advisors | 21.39M | $582.11M | +4.37M | Added |
| 3 | Mcadam, LLC | 9.18M | $249.78M | +428.8K | Added |
| 4 | Boulay Financial Advisors, LLC | 9.13M | $248.33M |
| +353.7K |
| Added |
| 5 | Ameriprise Financial Inc | 8.49M | $230.96M | +1.18M | Added |
| 6 | Keybank National Association/Oh | 8.29M | $225.62M | +8.27M | Added |
| 7 | Signature Estate & Investment Advisors LLC | 8.03M | $218.47M | +151.8K | Added |
| 8 | Steele Capital Management, Inc. | 6.11M | $166.33M | +62.3K | Added |
| 9 | Morgan Stanley | 5.22M | $142.09M | +321.3K | Added |
| 10 | Envestnet Asset Management Inc | 5.15M | $140.25M | −1.01M | Reduced |
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