CUSIP 921932828SMLLCP 600 IDXVIOOQ4 2025
Aggregate 13F value by quarter
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359 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 1.04M | $114.88M | +22.5K | Added |
| 2 | Bank Of America Corp /De/ | 800.6K | $88.84M | −78.4K | Reduced |
| 3 | Morgan Stanley | 771.7K | $85.63M | −28.4K | Reduced |
| 4 | Mariner, LLC | 637.9K | $70.79M |
| +16.5K |
| Added |
| 5 | Cerity Partners LLC | 450.5K | $49.99M | −2.3K | Reduced |
| 6 | Raymond James Financial Inc | 400.1K | $44.40M | +1.3K | Added |
| 7 | Ubs Group AG | 356.8K | $39.59M | −8.3K | Reduced |
| 8 | Ameriprise Financial Inc | 355.4K | $39.47M | +4.2K | Added |
| 9 | Jpmorgan Chase & Co | 347.7K | $38.58M | +225.8K | Added |
| 10 | Wells Fargo & Company/Mn | 347.3K | $38.54M | +5.2K | Added |
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