CUSIP 46137V852DORSEY WRIGHT HEPTHQ4 2025
Aggregate 13F value by quarter
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64 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 142.5K | $7.08M | −3.1K | Reduced |
| 2 | Bank Of America Corp /De/ | 113.6K | $5.65M | +9.9K | Added |
| 3 | Lpl Financial LLC | 97.0K | $4.82M | +9.8K | Added |
| 4 | Sfi Advisors, LLC | 85.9K | $4.27M |
| Reduced |
| 5 | Iht Wealth Management, LLC | 85.9K | $4.27M | +6 | Added |
| 6 | Royal Bank Of Canada | 70.7K | $3.51M | +46.9K | Added |
| 7 | Ubs Group AG | 36.7K | $1.82M | −4.8K | Reduced |
| 8 | Byrne Financial Freedom, LLC | 35.6K | $1.77M | +792 | Added |
| 9 | Wells Fargo & Company/Mn | 35.1K | $1.75M | +21.8K | Added |
| 10 | Farther Finance Advisors, LLC | 24.6K | $1.22M | −95 | Reduced |
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