CUSIP 90470L550BALLAST SMLMD CPMGMTQ4 2025
Aggregate 13F value by quarter
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47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cpc Advisors, LLC | 673.3K | $29.85M | +15.3K | Added |
| 2 | Rockefeller Capital Management L.P. | 209.3K | $9.28M | +78.3K | Added |
| 3 | Englebert Financial Advisers, LLC | 150.0K | $6.65M | +150.0K | New Position |
| 4 | Dakota Wealth Management | 148.7K | $6.59M |
| +148.7K |
| New |
| 5 | First City Capital Management, Inc. | 145.0K | $6.43M | +4.9K | Added |
| 6 | Weaver Consulting Group | 134.6K | $5.97M | −2.0K | Reduced |
| 7 | Hedeker Wealth, LLC | 123.4K | $5.47M | −2.9K | Reduced |
| 8 | Hightower Advisors, LLC | 107.2K | $4.75M | +19.0K | Added |
| 9 | Stifel Financial Corp | 105.0K | $4.65M | −21.5K | Reduced |
| 10 | Raymond James Financial Inc | 104.8K | $4.65M | +2.0K | Added |
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