CUSIP 82889N764HEDGED EQUITYHEQTQ4 2025
Aggregate 13F value by quarter
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80 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 1.12M | $35.91M | +922.8K | Added |
| 2 | Wealthplan Investment Management, LLC | 558.4K | $17.90M | −95.5K | Reduced |
| 3 | Keudell/Morrison Wealth Management | 517.1K | $16.57M | +27.3K | Added |
| 4 | Lpl Financial LLC | 459.3K | $14.72M |
| +53.5K |
| Added |
| 5 | Leo Wealth, LLC | 331.5K | $10.62M | +331.5K | New |
| 6 | Wealthplan Partners, LLC | 304.9K | $9.77M | −19.7K | Reduced |
| 7 | Arq Wealth Advisors, LLC | 273.1K | $8.75M | +18.7K | Added |
| 8 | Stephens Inc /Ar/ | 208.2K | $6.67M | −59.8K | Reduced |
| 9 | Kovack Advisors, Inc. | 196.5K | $6.30M | +196.5K | New |
| 10 | Hightower Advisors, LLC | 172.2K | $5.52M | −539 | Reduced |
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