CUSIP 88636J105RTN STACKED BDRSBTQ4 2025
Aggregate 13F value by quarter
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19 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 418.6K | $7.50M | +108.7K | Added |
| 2 | World Investment Advisors | 390.3K | $6.99M | −63.9K | Reduced |
| 3 | Bwm Planning, LLC | 217.8K | $3.90M | +32.5K | Added |
| 4 | Innova Wealth Partners | 170.4K | $3.05M |
| +17.2K |
| Added |
| 5 | Wright Wealth LLC | 136.6K | $2.45M | +136.6K | New Position |
| 6 | Wealthtrak Capital Management LLC | 99.4K | $1.78M | +2.5K | Added |
| 7 | Trailhead Planners LLC | 87.5K | $1.57M | +87.5K | New Position |
| 8 | Professional Financial Advisors, LLC | 83.8K | $1.50M | +8.4K | Added |
| 9 | Accurate Wealth Management, LLC | 66.8K | $1.25M | −8.2K | Reduced |
| 10 | Fermata Advisors, LLC | 36.0K | $644.3K | +19.1K | Added |
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