CUSIP 82889N699MANAGED FUTURESCTAQ4 2025
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206 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 2.89M | $80.16M | +592.0K | Added |
| 2 | Boothe Investment Group, Inc. | 1.73M | $47.12M | +156.4K | Added |
| 3 | Lpl Financial LLC | 1.07M | $29.23M | +239.7K | Added |
| 4 | Bank Of America Corp /De/ | 1.02M | $27.87M |
| +98.6K |
| Added |
| 5 | Ae Wealth Management LLC | 977.5K | $26.65M | +87.1K | Added |
| 6 | Independence Wealth Advisors, LLC | 890.1K | $24.26M | +890.1K | New Position |
| 7 | Iag Wealth Partners, LLC | 812.0K | $22.13M | +35.7K | Added |
| 8 | Altiora Financial Group, LLC | 664.5K | $18.11M | +173.2K | Added |
| 9 | Peak Financial Advisors LLC | 583.2K | $15.90M | +2.4K | Added |
| 10 | Assetmark, Inc | 563.9K | $15.37M | +563.9K | New |
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