CUSIP 46137V803DORSEY WRGT CSMRPEZQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 25.0K | $2.60M | +222 | Added |
| 2 | Morgan Stanley | 16.7K | $1.73M | −3.2K | Reduced |
| 3 | Lpl Financial LLC | 10.4K | $1.08M | −2.4K | Reduced |
| 4 | Cetera Investment Advisers | 10.0K | $1.04M |
| Added |
| 5 | Alphacore Capital LLC | 9.5K | $986.4K | +9.5K | New |
| 6 | Farther Finance Advisors, LLC | 9.3K | $964.3K | +225 | Added |
| 7 | Susquehanna International Group, LLP | 8.6K | $892.2K | +514 | Added |
| 8 | Osaic Holdings, Inc. | 6.6K | $690.0K | −6.4K | Reduced |
| 9 | Trueblood Wealth Management, LLC | 4.5K | $464.2K | +99 | Added |
| 10 | Genesee Capital Advisors, LLC | 3.9K | $403.6K | +3.9K | New |
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