CUSIP 82889N202US EQT PLS DWNSDSPDQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
42 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 384.8K | $15.11M | +344.5K | Added |
| 2 | Commonwealth Equity Services, LLC | 255.5K | $10.03M | +9.9K | Added |
| 3 | Authentikos Wealth Advisory, LLC | 190.6K | $7.48M | −3.6K | Reduced |
| 4 | Ae Wealth Management LLC | 182.3K | $7.16M |
| −2.7K |
| Reduced |
| 5 | Evolution Wealth Management Inc. | 114.8K | $4.51M | +14.7K | Added |
| 6 | Ironsides Asset Advisors, LLC | 104.6K | $4.11M | +18.8K | Added |
| 7 | Austin Wealth Management, LLC | 47.9K | $1.90M | −6.1K | Reduced |
| 8 | Lloyd Advisory Services, LLC. | 47.6K | $1.87M | +3.0K | Added |
| 9 | Steward Partners Investment Advisory, LLC | 41.5K | $1.63M | 0 | Held |
| 10 | Compound Planning, Inc. | 34.6K | $1.36M | −8.1K | Reduced |
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