CUSIP 97717Y790US EFFICIENT CORNTSXQ4 2025
Aggregate 13F value by quarter
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100 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Halbert Hargrove Global Advisors, LLC | 5.44M | $298.23M | −38.3K | Reduced |
| 2 | Wealthcare Advisory Partners LLC | 932.7K | $51.12M | −8.6K | Reduced |
| 3 | Onedigital Investment Advisors LLC | 702.7K | $38.51M | −1.3K | Reduced |
| 4 | Rational Advisors, Inc. | 646.1K |
| $35.41M |
| −67.6K |
| Reduced |
| 5 | Cetera Investment Advisers | 561.9K | $30.80M | +4.0K | Added |
| 6 | Professional Financial Advisors, LLC | 488.3K | $26.77M | −5.1K | Reduced |
| 7 | Wealth Enhancement Advisory Services, LLC | 477.7K | $26.57M | −2.0K | Reduced |
| 8 | Wj Interests, LLC | 463.8K | $25.42M | −33.2K | Reduced |
| 9 | 46 Peaks LLC | 428.5K | $23.49M | +428.5K | New Position |
| 10 | Lpl Financial LLC | 335.0K | $18.36M | +14.6K | Added |
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