CUSIP 97717Y725MORTGAGE PLUS BDMTGPQ4 2025
Aggregate 13F value by quarter
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36 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invenio Wealth Partners LLC | 188.0K | $8.37M | +6.1K | Added |
| 2 | Iht Wealth Management, LLC | 184.3K | $8.21M | +11.2K | Added |
| 3 | Lpl Financial LLC | 130.1K | $5.80M | +33.1K | Added |
| 4 | Atria Investments, Inc | 125.6K | $5.59M |
| −11.6K |
| Reduced |
| 5 | Insight Advisors, LLC/ Pa | 97.2K | $4.33M | +912 | Added |
| 6 | Mariner, LLC | 71.6K | $3.19M | +71.6K | New |
| 7 | Nbc Securities, Inc. | 58.6K | $2.61M | +5.8K | Added |
| 8 | Jane Street Group, LLC | 51.1K | $2.28M | +20.7K | Added |
| 9 | Oxinas Partners, LLC | 46.4K | $2.07M | +1.1K | Added |
| 10 | Rfg Advisory, LLC | 44.1K | $1.97M | +775 | Added |
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