CUSIP 886364645SONICSHARES GBLBOATQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citizens Financial Group Inc/Ri | 36.8K | $1.17M | +147 | Added |
| 2 | Westbourne Investments, Inc. | 17.4K | $548.4K | −1.2K | Reduced |
| 3 | Jpmorgan Chase & Co | 5.7K | $180.1K | −71 | Reduced |
| 4 | Harbor Asset Planning, Inc. | 5.0K | $157.6K |
| +59 |
| Added |
| 5 | Osaic Holdings, Inc. | 3.9K | $124.3K | +3.9K | New |
| 6 | Cnb Bank | 1.0K | $31.6K | 0 | Held |
| 7 | Farther Finance Advisors, LLC | 675 | $21.3K | 0 | Held |
| 8 | Eversource Wealth Advisors, LLC | 489 | $15.4K | −95 | Reduced |
| 9 | Morgan Stanley | 333 | $10.5K | +75 | Added |
| 10 | National Bank Of Canada /Fi/ | 256 | $8.1K | 0 | Held |
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