CUSIP 46137V456S&P MDCP VLU MNTXMVMQ4 2025
Aggregate 13F value by quarter
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78 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 562.7K | $36.11M | +18.1K | Added |
| 2 | Bank Of America Corp /De/ | 560.0K | $35.93M | +299.0K | Added |
| 3 | Avior Wealth Management, LLC | 507.9K | $32.59M | −7.6K | Reduced |
| 4 | Whitaker-Myers Wealth Managers, Ltd. | 213.5K | $13.70M |
| −14.3K |
| Reduced |
| 5 | Ameriprise Financial Inc | 179.3K | $11.50M | −1.1K | Reduced |
| 6 | Morgan Stanley | 177.8K | $11.41M | −30.2K | Reduced |
| 7 | Northwestern Mutual Wealth Management Co | 148.7K | $9.54M | +18.9K | Added |
| 8 | Raymond James Financial Inc | 148.3K | $9.51M | −968 | Reduced |
| 9 | Royal Bank Of Canada | 79.3K | $5.09M | +5.1K | Added |
| 10 | Osaic Holdings, Inc. | 76.3K | $4.90M | +38.8K | Added |
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