CUSIP 90214Q717LEADERSHS ACTIVIQ3 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ3 2025
11 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 102.0K | $3.45M | −18.6K | Reduced |
| 2 | Gladstone Institutional Advisory LLC | 9.3K | $315.3K | −3.3K | Reduced |
| 3 | Coppell Advisory Solutions LLC | 7.9K | $267.7K | −18 | Reduced |
| 4 | Morgan Stanley | 890 | $30.1K |
| +889 |
| Added |
| 5 | Jpmorgan Chase & Co | 266 | $9.0K | +266 | New |
| 6 | Wealth Watch Advisors, Inc | 239 | $8.1K | +239 | New |
| 7 | Osaic Holdings, Inc. | 161 | $5.4K | 0 | Held |
| 8 | Cambridge Investment Research Advisors, Inc. | 37.0K | $1.3K | +592 | Added |
| 9 | Redwood Investment Management, LLC | 33.4K | $1.1K | −137.9K | Reduced |
| 10 | Ubs Group AG | 25 | $846 | −12.7K | Reduced |
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