CUSIP 836144303COM SHS OF BEN IXSORXQ4 2025
Aggregate 13F value by quarter
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59 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dkm Wealth Management, Inc. | 294.9K | $13.49M | +9.2K | Added |
| 2 | D.A. Davidson & Co. | 170.0K | $7.78M | −73 | Reduced |
| 3 | Diversified Management Inc | 116.8K | $5.34M | +116.8K | New Position |
| 4 | Morgan Stanley | 92.0K | $4.21M |
| +3.0K |
| Added |
| 5 | Hara Capital LLC | 90.5K | $4.14M | −18.9K | Reduced |
| 6 | First Trust Advisors LP | 71.4K | $3.27M | −1.5K | Reduced |
| 7 | Wells Fargo & Company/Mn | 60.8K | $2.78M | +5.0K | Added |
| 8 | Raymond James Financial Inc | 50.8K | $2.33M | +5.3K | Added |
| 9 | Mesirow Financial Investment Management, Inc. | 37.8K | $1.73M | −39.5K | Reduced |
| 10 | Hennion & Walsh Asset Management, Inc. | 32.7K | $1.50M | −70 | Reduced |
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