CUSIP 46137V381S&P500 EQL DISRSPDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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85 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 199.6K | $11.38M | −31.3K | Reduced |
| 2 | Wells Fargo & Company/Mn | 154.5K | $8.81M | +28.6K | Added |
| 3 | Raymond James Financial Inc | 146.6K | $8.36M | +2.6K | Added |
| 4 | Legend Financial Advisors, Inc. | 130.1K | $7.42M |
| +2.3K |
| Added |
| 5 | Hightower Advisors, LLC | 121.1K | $6.90M | −1.6K | Reduced |
| 6 | Leuthold Group, LLC | 66.0K | $3.76M | −2.4K | Reduced |
| 7 | Bank Of America Corp /De/ | 56.4K | $3.22M | +4.2K | Added |
| 8 | United Asset Strategies, Inc. | 55.2K | $3.15M | +55.2K | New |
| 9 | Farther Finance Advisors, LLC | 54.6K | $3.11M | +503 | Added |
| 10 | Scotia Capital Inc. | 53.5K | $3.05M | +3.8K | Added |
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