CUSIP 92046L338REGAN FLTG RATEMBSFQ4 2025
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48 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Castleview Partners, LLC | 1.10M | $28.24M | +32.6K | Added |
| 2 | Wealthplan Investment Management, LLC | 373.5K | $9.58M | −94.0K | Reduced |
| 3 | Balefire, LLC | 353.8K | $9.07M | −51.4K | Reduced |
| 4 | Auour Investments LLC | 305.5K | $7.83M |
| +31.7K |
| Added |
| 5 | Biltmore Family Office, LLC | 282.6K | $7.25M | +9.7K | Added |
| 6 | Diesslin Group, Inc. | 237.7K | $6.10M | +237.7K | New Position |
| 7 | Cwc Advisors, LLC. | 201.2K | $5.16M | +11.5K | Added |
| 8 | State Of New Jersey Common Pension Fund D | 200.0K | $5.13M | 0 | Held |
| 9 | Sterneck Capital Management, LLC | 193.6K | $4.97M | +7.2K | Added |
| 10 | Exchange Traded Concepts, LLC | 168.5K | $4.32M | +3.5K | Added |
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