CUSIP 88636R818YIELDMAX TARGETSOXYQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 71.9K | $4.28M | +71.9K | New |
| 2 | Zega Investments, LLC | 21.9K | $1.30M | +7.3K | Added |
| 3 | Wealth Watch Advisors, Inc | 10.1K | $598.4K | +8.6K | Added |
| 4 | Old Mission Capital LLC | 7.0K | $418.6K |
| Added |
| 5 | Authentikos Wealth Advisory, LLC | 5.6K | $333.3K | +454 | Added |
| 6 | Coppell Advisory Solutions LLC | 4.9K | $293.7K | +4.9K | New |
| 7 | Susquehanna International Group, LLP | 4.7K | $279.3K | −7.3K | Reduced |
| 8 | Morgan Stanley | 1 | $79 | +1 | New |
| 9 | Wells Fargo & Company/Mn | 1 | $56 | +1 | New |