CUSIP 82889N798INTMD TERM TRSRYTYAQ4 2025
Aggregate 13F value by quarter
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34 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | True Wealth Design, LLC | 825.8K | $11.15M | +51.6K | Added |
| 2 | Hilltop Holdings Inc. | 529.7K | $7.15M | +438.0K | Added |
| 3 | Heck Capital Advisors, LLC | 372.8K | $5.03M | +23.7K | Added |
| 4 | Ae Wealth Management LLC | 341.0K | $4.60M |
| −339.8K |
| Reduced |
| 5 | Magnolia Private Wealth, LLC | 283.5K | $3.83M | +17.6K | Added |
| 6 | Stapp Wealth Management, Pllc | 261.6K | $3.53M | −22.2K | Reduced |
| 7 | Citadel Advisors LLC | 139.5K | $1.88M | +139.5K | New |
| 8 | Lloyd Advisory Services, LLC. | 130.6K | $1.76M | −182.8K | Reduced |
| 9 | Jane Street Group, LLC | 118.3K | $1.60M | +32.8K | Added |
| 10 | Continuum Advisory, LLC | 84.1K | $1.13M | −69.8K | Reduced |
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