CUSIP 90139K100GMO US QUALITY EQLTYQ4 2025
Aggregate 13F value by quarter
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141 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aia Group Ltd | 13.78M | $530.11M | 0 | Held |
| 2 | Allworth Financial LP | 8.29M | $318.69M | +20.0K | Added |
| 3 | Merit Financial Group, LLC | 7.49M | $288.24M | +470.5K | Added |
| 4 | Legacy Advisors, LLC | 3.49M | $134.37M |
| +348.0K |
| Added |
| 5 | Lazard Asset Management LLC | 2.50M | $96.20M | +986.4K | Added |
| 6 | Brown Brothers Harriman & Co | 2.24M | $86.18M | +1.30M | Added |
| 7 | Focus Partners Wealth | 1.89M | $72.56M | +748.6K | Added |
| 8 | Perigon Wealth Management, LLC | 1.65M | $63.57M | +1.65M | New |
| 9 | Fft Wealth Management LLC | 1.59M | $61.14M | +110.6K | Added |
| 10 | Crestwood Advisors Group, LLC | 1.38M | $53.12M | +213.3K | Added |
See every fund holding 2023 ETF Series Trust II, with full quarter-over-quarter share changes.
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