CUSIP 46138E123S&P SMLCP INDLPSCIQ4 2025
Aggregate 13F value by quarter
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49 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 155.1K | $23.28M | −391 | Reduced |
| 2 | Ubs Group AG | 50.2K | $7.54M | −1.5K | Reduced |
| 3 | Stratos Wealth Partners, Ltd. | 48.3K | $7.25M | −9.7K | Reduced |
| 4 | Bank Of Montreal /Can/ | 30.7K | $4.67M |
| +1.2K |
| Added |
| 5 | Salem Investment Counselors Inc | 24.8K | $3.72M | 0 | Held |
| 6 | Lpl Financial LLC | 22.0K | $3.30M | +1.5K | Added |
| 7 | Osaic Holdings, Inc. | 18.6K | $2.80M | +1.8K | Added |
| 8 | Morgan Stanley | 9.3K | $1.40M | +868 | Added |
| 9 | Wells Fargo & Company/Mn | 8.7K | $1.30M | −1.4K | Reduced |
| 10 | Hohimer Wealth Management, LLC | 7.3K | $1.10M | +7.3K | New |
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