CUSIP 46137V886DORSEY WRGT CSMRPSLQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
58 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Imc-Chicago, LLC | 42.2K | $4.23M | +42.2K | New |
| 2 | Lpl Financial LLC | 34.7K | $3.48M | −8.3K | Reduced |
| 3 | Bank Of America Corp /De/ | 30.0K | $3.02M | +345 | Added |
| 4 | Morgan Stanley | 29.3K | $2.94M |
| Reduced |
| 5 | Cetera Investment Advisers | 23.6K | $2.37M | −238 | Reduced |
| 6 | Commonwealth Equity Services, LLC | 23.1K | $2.32M | +2.3K | Added |
| 7 | Wells Fargo & Company/Mn | 9.5K | $957.5K | +512 | Added |
| 8 | Ubs Group AG | 8.6K | $865.3K | −4.7K | Reduced |
| 9 | Wealthbridge Capital Management, LLC | 8.3K | $834.7K | −10 | Reduced |
| 10 | Ameriprise Financial Inc | 8.3K | $833.4K | −386 | Reduced |
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