CUSIP 46090A721AAA CLO FLTNG RTICLOQ4 2025
Aggregate 13F value by quarter
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83 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.38M | $86.48M | +939.6K | Added |
| 2 | Invesco Ltd. | 1.61M | $41.11M | +653.3K | Added |
| 3 | Bank Of New York Mellon Corp | 1.10M | $28.13M | +1.6K | Added |
| 4 | Ae Wealth Management LLC | 990.9K | $25.32M |
| Added |
| 5 | Modern Wealth Management, LLC | 399.9K | $10.22M | +6.9K | Added |
| 6 | Private Advisor Group, LLC | 389.8K | $9.96M | +94.6K | Added |
| 7 | Kingsview Wealth Management, LLC | 337.3K | $8.62M | −12.5K | Reduced |
| 8 | Flagship Harbor Advisors, LLC | 306.1K | $7.82M | +21.9K | Added |
| 9 | Rooted Wealth Advisors, Inc. | 241.1K | $6.16M | +290 | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 203.8K | $5.21M | −27.8K | Reduced |
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