CUSIP 46137V795DORSEY WRGT UTILPUIQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
41 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 103.2K | $4.50M | +2.8K | Added |
| 2 | Roi Financial Advisors, LLC | 43.4K | $1.89M | +735 | Added |
| 3 | Morgan Stanley | 40.3K | $1.76M | −1.4K | Reduced |
| 4 | Imc-Chicago, LLC | 25.9K | $1.13M |
| Added |
| 5 | Jones Financial Companies Lllp | 23.5K | $1.02M | +9.8K | Added |
| 6 | Fifth Third Securities, Inc. | 17.0K | $742.3K | +956 | Added |
| 7 | Trek Financial, LLC | 12.7K | $551.5K | 0 | Held |
| 8 | Rps Advisory Solutions LLC | 11.6K | $505.7K | +11.6K | New |
| 9 | Bank Of America Corp /De/ | 10.9K | $475.6K | −137 | Reduced |
| 10 | Susquehanna International Group, LLP | 9.3K | $404.2K | −303 | Reduced |
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