CUSIP 98888G204SMALL/MID CAPSMIZQ4 2025
Aggregate 13F value by quarter
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56 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 681.6K | $25.21M | −21.3K | Reduced |
| 2 | True Private Wealth Advisors | 592.2K | $21.91M | −2.4K | Reduced |
| 3 | Creativeone Wealth, LLC | 405.6K | $15.00M | +12.9K | Added |
| 4 | Sanchez Wealth Management Group | 208.9K | $7.73M |
| +18.4K |
| Added |
| 5 | Geowealth Management, LLC | 132.4K | $4.90M | +83.4K | Added |
| 6 | Koshinski Asset Management, Inc. | 112.1K | $4.15M | +72.9K | Added |
| 7 | Lpl Financial LLC | 102.9K | $3.81M | +47.0K | Added |
| 8 | Advisory Services Network, LLC | 102.4K | $3.79M | −3.4K | Reduced |
| 9 | Continental Investors Services, Inc. | 94.8K | $3.76M | +36.8K | Added |
| 10 | Strategic Blueprint, LLC | 68.8K | $2.54M | +5.5K | Added |
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