CUSIP 46137V241S&P500 QUALITYSPHQQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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693 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 11.92M | $894.40M | −1.20M | Reduced |
| 2 | Cliftonlarsonallen Wealth Advisors, LLC | 8.91M | $668.72M | +496.4K | Added |
| 3 | Ameriprise Financial Inc | 8.60M | $645.37M | −186.9K | Reduced |
| 4 | Wealth Enhancement Advisory Services, LLC | 7.92M |
| $611.60M |
| +253.9K |
| Added |
| 5 | Fmr LLC | 5.77M | $433.16M | +660.1K | Added |
| 6 | Morgan Stanley | 5.61M | $421.08M | −533.2K | Reduced |
| 7 | Bank Of America Corp /De/ | 4.93M | $369.89M | +218.5K | Added |
| 8 | Wells Fargo & Company/Mn | 4.80M | $360.18M | −23.3K | Reduced |
| 9 | Raymond James Financial Inc | 4.37M | $327.90M | −104.1K | Reduced |
| 10 | Vantagepoint Investment Advisers LLC | 3.35M | $251.20M | 0 | Held |
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