CUSIP 82889N103US EQT PLS CNVEXSPYCQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | 904.8K | $39.11M | +50.1K | Added |
| 2 | Integrated Wealth Concepts LLC | 323.9K | $13.84M | +73.5K | Added |
| 3 | Entrewealth, LLC | 227.8K | $9.75M | +9.1K | Added |
| 4 | Ae Wealth Management LLC | 129.3K | $5.52M |
| +13.4K |
| Added |
| 5 | Evolution Wealth Management Inc. | 75.0K | $3.20M | +5.0K | Added |
| 6 | Commonwealth Equity Services, LLC | 70.4K | $3.01M | −1.7K | Reduced |
| 7 | Lloyd Advisory Services, LLC. | 40.4K | $1.73M | +2.5K | Added |
| 8 | Financial Enhancement Group LLC | 33.8K | $1.44M | +438 | Added |
| 9 | Mercer Global Advisors Inc /Adv | 15.9K | $678.3K | −3.3K | Reduced |
| 10 | Noble Wealth Management Pbc | 14.6K | $624.9K | −70 | Reduced |
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