CUSIP 46137V266S&P500 PUR GWTRPGQ4 2025
Aggregate 13F value by quarter
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266 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.40M | $65.42M | −98.6K | Reduced |
| 2 | Wells Fargo & Company/Mn | 1.03M | $47.95M | −124.2K | Reduced |
| 3 | Lpl Financial LLC | 1.02M | $47.55M | −123.8K | Reduced |
| 4 | Bank Of America Corp /De/ | 924.6K | $43.16M |
| −13.9K |
| Reduced |
| 5 | Marquette Asset Management, LLC | 703.2K | $32.82M | −12.1K | Reduced |
| 6 | Financial Security Advisor, Inc. | 686.7K | $32.05M | −8.7K | Reduced |
| 7 | Hightower Advisors, LLC | 629.5K | $29.38M | −10.4K | Reduced |
| 8 | New England Private Wealth Advisors LLC | 586.7K | $27.38M | −3.0K | Reduced |
| 9 | Ubs Group AG | 552.4K | $25.78M | +113.7K | Added |
| 10 | Raymond James Financial Inc | 468.3K | $21.86M | −194.5K | Reduced |
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