CUSIP 46137V258S&P500 PUR VALRPVQ4 2025
3 filings · latest Apr 21, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.60M | $164.96M |
| 2 | Bank Of America Corp /De/ | 1.29M | $133.13M |
| 3 | Principal Financial Group Inc | 943.2K | $97.49M |
| 4 | Armbruster Capital Management, Inc. | 354.5K | $36.64M |
| 5 | Acr Alpine Capital Research, LLC | 353.0K | $36.49M |
| 6 | Strategic Advocates LLC | 288.2K | $29.96M |
| 7 | Ubs Group AG | 284.6K | $29.42M |
| 8 | Lpl Financial LLC | 237.0K | $24.50M |
| 9 |
| Mount Lucas Management LP |
| 207.7K |
| $21.46M |
| 10 | Fidelity D & D Bancorp Inc | 179.5K | $18.56M |