CUSIP 46137V290S&P500 EQL RELRSPRQ4 2025
Aggregate 13F value by quarter
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62 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ifp Advisors, Inc | 281.9K | $9.48M | +46.6K | Added |
| 2 | Raymond James Financial Inc | 174.2K | $5.86M | +13.5K | Added |
| 3 | Lpl Financial LLC | 109.9K | $3.70M | −132.2K | Reduced |
| 4 | Morgan Stanley | 101.6K | $3.42M |
| Reduced |
| 5 | Bank Of America Corp /De/ | 63.6K | $2.14M | +27.4K | Added |
| 6 | Sound Income Strategies, LLC | 53.0K | $1.86M | −2.6K | Reduced |
| 7 | Equitable Holdings, Inc. | 48.4K | $1.63M | +6.6K | Added |
| 8 | Gerber Kawasaki Wealth & Investment Management | 43.3K | $1.46M | −1.4K | Reduced |
| 9 | Cetera Investment Advisers | 38.9K | $1.31M | +1.2K | Added |
| 10 | Capital Management Associates, Inc | 36.1K | $1.21M | −3.9K | Reduced |
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