CUSIP 46137V431S&P 500 GARP ETFSPGPQ4 2025
Aggregate 13F value by quarter
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314 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.07M | $236.25M | −126.2K | Reduced |
| 2 | Lpl Financial LLC | 1.30M | $147.48M | −311.9K | Reduced |
| 3 | Raymond James Financial Inc | 807.8K | $91.98M | −309.7K | Reduced |
| 4 | Bank Of America Corp /De/ | 752.1K | $85.63M |
| −198.0K |
| Reduced |
| 5 | Fifth Third Bancorp | 439.6K | $50.06M | −37.5K | Reduced |
| 6 | Northwestern Mutual Wealth Management Co | 374.1K | $42.60M | −680 | Reduced |
| 7 | Howard Financial Services, Ltd. | 335.5K | $38.20M | −9.4K | Reduced |
| 8 | Modern Wealth Management, LLC | 241.2K | $27.47M | −2.3K | Reduced |
| 9 | Commonwealth Equity Services, LLC | 205.4K | $23.39M | −17.3K | Reduced |
| 10 | Campbell Deegan Wealth Management, LLC | 193.6K | $22.05M | +5.8K | Added |
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