CUSIP 82889N376BOND BULL ETFRFIXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jane Street Group, LLC | 694.4K | $25.20M | +354.6K | Added |
| 2 | True Wealth Design, LLC | 166.4K | $6.04M | +8.0K | Added |
| 3 | Mount Lucas Management LP | 11.0K | $399.2K | −650 | Reduced |
| 4 | Principal Securities, Inc. | 10.4K | $379.0K |
| +2.6K |
| Added |
| 5 | Envestnet Asset Management Inc | 10.4K | $379.0K | +2.6K | Added |
| 6 | Ancora Advisors LLC | 2.0K | $71.9K | 0 | Held |
| 7 | Steward Partners Investment Advisory, LLC | 1.3K | $47.6K | 0 | Held |
| 8 | Ae Wealth Management LLC | 482 | $17.5K | −251 | Reduced |
| 9 | Ubs Group AG | 221 | $8.0K | +221 | New |