CUSIP 90290T809SUMMERHAVEN K1SDCIQ4 2025
Aggregate 13F value by quarter
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58 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Smi Advisory Services, LLC | 841.5K | $19.20M | +18.5K | Added |
| 2 | Orion Porfolio Solutions, LLC | 600.8K | $13.24M | +224.7K | Added |
| 3 | Maltin Wealth Management, Inc. | 411.5K | $9.06M | +105.4K | Added |
| 4 | Peak Financial Management, Inc. | 365.8K | $8.06M |
| +19.3K |
| Added |
| 5 | Raymond James Financial Inc | 312.8K | $6.89M | +301.0K | Added |
| 6 | Osaic Holdings, Inc. | 259.8K | $5.72M | +17.0K | Added |
| 7 | Empirical Asset Management, LLC | 212.4K | $4.68M | +51.6K | Added |
| 8 | Bkm Wealth Management, LLC | 183.9K | $4.05M | −42.5K | Reduced |
| 9 | Midwest Professional Planners, Ltd. | 134.4K | $2.96M | +63.7K | Added |
| 10 | &Partners | 114.5K | $2.52M | −2.4K | Reduced |
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