CUSIP 46137V142WATER RES ETFPHOQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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371 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.58M | $111.25M | −58.3K | Reduced |
| 2 | Morgan Stanley | 1.31M | $92.10M | −136.6K | Reduced |
| 3 | Lpl Financial LLC | 896.6K | $63.13M | −11.0K | Reduced |
| 4 | Shepherd Wealth Management Ltd Liability Co | 198.3K | $39.47M |
| +198.3K |
| New |
| 5 | 1832 Asset Management L.P. | 520.2K | $36.63M | +3.9K | Added |
| 6 | Raymond James Financial Inc | 435.3K | $30.65M | −12.1K | Reduced |
| 7 | Ubs Group AG | 393.1K | $27.68M | −50.4K | Reduced |
| 8 | Perigon Wealth Management, LLC | 384.3K | $27.06M | +384.3K | New |
| 9 | Royal Bank Of Canada | 295.9K | $20.84M | −103.2K | Reduced |
| 10 | Pnc Financial Services Group, Inc. | 290.6K | $20.46M | +3.6K | Added |
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