CUSIP 89628W500ABACUS FCF INNOVABOTQ4 2025
Aggregate 13F value by quarter
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 20.2K | $787.9K | −239 | Reduced |
| 2 | Lpl Financial LLC | 16.6K | $647.5K | −530 | Reduced |
| 3 | Gts Securities LLC | 10.2K | $398.9K | −18.0K | Reduced |
| 4 | Osaic Holdings, Inc. | 6.0K | $233.3K |
| −2.8K |
| Reduced |
| 5 | Geneos Wealth Management Inc. | 5.3K | $208.2K | 0 | Held |
| 6 | Global Retirement Partners, LLC | 2.2K | $84.1K | 0 | Held |
| 7 | Bank Of America Corp /De/ | 1.8K | $70.6K | −100 | Reduced |
| 8 | Ubs Group AG | 547 | $21.4K | +373 | Added |
| 9 | Morgan Stanley | 115 | $4.5K | 0 | Held |