CUSIP 46137V712BLOOMBERG MVP MUBMVPQ4 2025
Aggregate 13F value by quarter
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41 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 87.3K | $4.26M | −2.7K | Reduced |
| 2 | Institute For Wealth Management, LLC. | 57.5K | $2.81M | −1.5K | Reduced |
| 3 | Morgan Stanley | 45.8K | $2.24M | −322 | Reduced |
| 4 | Ubs Group AG | 20.9K | $1.02M |
| −2.1K |
| Reduced |
| 5 | Commonwealth Equity Services, LLC | 14.2K | $691.1K | −37 | Reduced |
| 6 | Goldman Sachs Group Inc | 11.0K | $537.2K | −619 | Reduced |
| 7 | Osaic Holdings, Inc. | 10.0K | $487.9K | +4.6K | Added |
| 8 | Bank Of Montreal /Can/ | 9.3K | $455.6K | −65 | Reduced |
| 9 | Citadel Advisors LLC | 6.6K | $321.6K | +6.6K | New |
| 10 | Truist Financial Corp | 6.3K | $309.5K | +24 | Added |
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