CUSIP 46137V860DORSEY WRGT FINLPFIQ4 2025
Aggregate 13F value by quarter
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36 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 246.5K | $14.23M | −23.4K | Reduced |
| 2 | Bank Of America Corp /De/ | 53.1K | $3.07M | +315 | Added |
| 3 | Imc-Chicago, LLC | 32.3K | $1.86M | +6.8K | Added |
| 4 | Morgan Stanley | 32.1K | $1.85M |
| −3.7K |
| Reduced |
| 5 | Lpl Financial LLC | 24.2K | $1.40M | −4.0K | Reduced |
| 6 | Ameriprise Financial Inc | 18.2K | $1.05M | −917 | Reduced |
| 7 | Alphacore Capital LLC | 17.8K | $1.03M | +17.8K | New |
| 8 | Farther Finance Advisors, LLC | 16.9K | $976.4K | −45 | Reduced |
| 9 | Ubs Group AG | 11.5K | $664.1K | −499 | Reduced |
| 10 | Genesee Capital Advisors, LLC | 9.2K | $533.9K | +4.2K | Added |
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