CUSIP 46137V480S&P SMCP VLU MNTXSVMQ4 2025
Aggregate 13F value by quarter
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122 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 861.0K | $49.20M | −41.6K | Reduced |
| 2 | Bank Of America Corp /De/ | 464.4K | $26.53M | −3.6K | Reduced |
| 3 | Morgan Stanley | 414.5K | $23.69M | +30.1K | Added |
| 4 | 360 Financial, Inc. | 314.1K | $17.95M |
| +3.3K |
| Added |
| 5 | Valmark Advisers, Inc. | 311.1K | $17.78M | −120 | Reduced |
| 6 | Raymond James Financial Inc | 215.7K | $12.32M | +134.4K | Added |
| 7 | Banco Santander, S.A. | 177.4K | $10.14M | −87.4K | Reduced |
| 8 | Traction Financial Partners, LLC | 172.0K | $9.83M | +2.5K | Added |
| 9 | Commonwealth Equity Services, LLC | 169.6K | $9.69M | −2.0K | Reduced |
| 10 | Cetera Investment Advisers | 143.0K | $8.17M | −16.8K | Reduced |
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