CUSIP 46137V423S&P 500 VLU MOMNSPVMQ4 2025
Aggregate 13F value by quarter
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28 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 254.1K | $17.22M | +234.5K | Added |
| 2 | Beta Wealth Group, Inc. | 174.7K | $11.84M | −3.3K | Reduced |
| 3 | Capstone Wealth Management Group, LLC | 157.8K | $10.70M | +5.6K | Added |
| 4 | Lpl Financial LLC | 139.3K | $9.44M |
| +23.4K |
| Added |
| 5 | Bank Of America Corp /De/ | 37.3K | $2.53M | +114 | Added |
| 6 | Morgan Stanley | 22.3K | $1.51M | +1.2K | Added |
| 7 | Ameriprise Financial Inc | 19.2K | $1.30M | +868 | Added |
| 8 | Ifg Advisory, LLC | 12.5K | $849.8K | 0 | Held |
| 9 | Jones Financial Companies Lllp | 8.9K | $600.8K | +3.5K | Added |
| 10 | Cooper Financial Group | 8.2K | $553.9K | −1.4K | Reduced |
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