CUSIP 46137V498S&P SMLCP MOMENTXSMOQ4 2025
Aggregate 13F value by quarter
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275 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.17M | $156.37M | +66.9K | Added |
| 2 | Osaic Holdings, Inc. | 1.73M | $124.64M | +33.2K | Added |
| 3 | Envestnet Asset Management Inc | 1.63M | $117.43M | +13.3K | Added |
| 4 | Raymond James Financial Inc | 1.23M | $88.70M |
| −95.7K |
| Reduced |
| 5 | Morgan Stanley | 942.7K | $67.88M | +180.7K | Added |
| 6 | Wells Fargo & Company/Mn | 835.2K | $60.14M | +45.5K | Added |
| 7 | Cetera Investment Advisers | 810.6K | $58.37M | +221.6K | Added |
| 8 | Northwestern Mutual Wealth Management Co | 581.6K | $41.88M | +74.3K | Added |
| 9 | Gratus Wealth Advisors, LLC | 490.9K | $35.35M | +4.1K | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 435.3K | $32.28M | −6.8K | Reduced |
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