CUSIP 82889N525MBS ETFMTBAQ4 2025
Aggregate 13F value by quarter
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155 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.27M | $114.50M | +153.8K | Added |
| 2 | Mml Investors Services, LLC | 1.76M | $88.50M | +116.6K | Added |
| 3 | Wells Fargo & Company/Mn | 1.71M | $86.42M | −61.5K | Reduced |
| 4 | Evergreen Capital Management LLC | 1.07M | $53.85M |
| +912 |
| Added |
| 5 | Edge Wealth Management LLC | 1.00M | $50.41M | +678.8K | Added |
| 6 | Hilton Capital Management, LLC | 841.4K | $42.41M | +4.9K | Added |
| 7 | Watchman Group, Inc. | 831.2K | $41.90M | +50.8K | Added |
| 8 | Creativeone Wealth, LLC | 609.1K | $30.70M | −4.2K | Reduced |
| 9 | Lpl Financial LLC | 561.5K | $28.31M | +7.1K | Added |
| 10 | Proficio Capital Partners LLC | 551.3K | $27.79M | +312.2K | Added |
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