CUSIP 46137V464S&P MDCP MOMNTUMXMMOQ4 2025
Aggregate 13F value by quarter
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402 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.47M | $480.83M | +355.6K | Added |
| 2 | Morgan Stanley | 1.85M | $255.52M | −13.8K | Reduced |
| 3 | Cetera Investment Advisers | 1.25M | $173.33M | +127.1K | Added |
| 4 | Vantagepoint Investment Advisers LLC | 1.09M | $150.66M |
| −109.8K |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 1.06M | $146.59M | +125.9K | Added |
| 6 | Northwestern Mutual Wealth Management Co | 927.6K | $128.44M | +76.5K | Added |
| 7 | Raymond James Financial Inc | 837.0K | $115.90M | +103.8K | Added |
| 8 | Ameriprise Financial Inc | 760.6K | $105.30M | +87.7K | Added |
| 9 | Bank Of America Corp /De/ | 692.9K | $95.94M | +50.1K | Added |
| 10 | Osaic Holdings, Inc. | 593.7K | $82.25M | +48.5K | Added |
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