Moderately Aggressive 30
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$14.69avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Moderately Aggressive 30 in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($422K).
- Company
- Moderately Aggressive 30
- CUSIP
- 485310791
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 28,723 | $422K |
"% of holder's portfolio" is MODERATELY AGGRESSIVE 30's weight in each manager's 13F, not the share of Moderately Aggressive 30 the manager owns.