CUSIP 46137V811MF Closed and MF OpenPTFQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
99 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 522.5K | $39.97M | −15.6K | Reduced |
| 2 | Morgan Stanley | 236.1K | $18.06M | −52.0K | Reduced |
| 3 | Transamerica Financial Advisors, LLC | 194.2K | $14.86M | −18.4K | Reduced |
| 4 | Bank Of America Corp /De/ | 177.7K | $13.59M |
| +7.0K |
| Added |
| 5 | Raymond James Financial Inc | 96.8K | $7.40M | −2.2K | Reduced |
| 6 | Paller Financial Services Inc | 77.8K | $5.95M | +77.8K | New Position |
| 7 | Theory Financial LLC | 67.8K | $5.63M | +6.9K | Added |
| 8 | Wells Fargo & Company/Mn | 72.9K | $5.58M | −3.8K | Reduced |
| 9 | Ameriprise Financial Inc | 57.2K | $4.37M | −2.3K | Reduced |
| 10 | Osaic Holdings, Inc. | 50.7K | $3.87M | −17.6K | Reduced |
See every fund holding Invesco Dorsey, with full quarter-over-quarter share changes.
Unlock all holders