CUSIP 90139K605GMO US VALUEGMOVQ4 2025
Aggregate 13F value by quarter
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 123.1K | $3.38M | +2.2K | Added |
| 2 | Cerity Partners LLC | 97.7K | $2.69M | 0 | Held |
| 3 | Legacy Capital Wealth Partners, LLC | 96.5K | $2.65M | +6.2K | Added |
| 4 | Grantham, Mayo, Van Otterloo & Co. LLC | 68.2K | $1.87M |
| +68.2K |
| New |
| 5 | Mml Investors Services, LLC | 65.2K | $1.79M | +65.2K | New |
| 6 | Stonex Group Inc. | 55.9K | $1.54M | +55.9K | New |
| 7 | Fund Evaluation Group, LLC | 50.5K | $1.39M | +3.5K | Added |
| 8 | J.W. Cole Advisors, Inc. | 28.5K | $783.7K | +16.0K | Added |
| 9 | Rps Advisory Solutions LLC | 17.6K | $483.8K | +17.6K | New |
| 10 | Envestnet Asset Management Inc | 16.1K | $441.3K | −28.3K | Reduced |
See every fund holding 2023 ETF Series Trust II, with full quarter-over-quarter share changes.
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