CUSIP 82889N640TREASURY OPT INCBUCKQ4 2025
Aggregate 13F value by quarter
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85 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.16M | $27.60M | +130.6K | Added |
| 2 | Lpl Financial LLC | 653.1K | $15.48M | +6.9K | Added |
| 3 | Elevated Capital Advisors, LLC | 448.9K | $10.64M | +72.1K | Added |
| 4 | Rivertree Advisors, LLC | 315.0K | $7.47M |
| +8.0K |
| Added |
| 5 | Pom Investment Strategies, LLC | 292.4K | $6.93M | −17.7K | Reduced |
| 6 | Park Edge Advisors, LLC | 225.4K | $5.34M | −48.3K | Reduced |
| 7 | Principal Securities, Inc. | 204.2K | $4.84M | +82.0K | Added |
| 8 | Orion Porfolio Solutions, LLC | 197.5K | $4.68M | +13.0K | Added |
| 9 | Key Capital Management, Inc | 191.3K | $4.53M | +191.3K | New Position |
| 10 | Envestnet Asset Management Inc | 189.2K | $4.49M | +50.0K | Added |
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