CUSIP 46138E131S&P SMLCAP HIGXSHDQ4 2025
Aggregate 13F value by quarter
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35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 305.3K | $3.91M | +119.7K | Added |
| 2 | Concord Wealth Partners | 147.2K | $1.89M | +4.2K | Added |
| 3 | Concord Asset Management, LLC/Va | 146.9K | $1.88M | +4.2K | Added |
| 4 | Heartwood Wealth Advisors LLC | 144.0K | $1.84M |
| +11.9K |
| Added |
| 5 | Royal Bank Of Canada | 75.4K | $965.0K | +74.6K | Added |
| 6 | Cetera Investment Advisers | 61.2K | $784.1K | −23.5K | Reduced |
| 7 | Susquehanna International Group, LLP | 57.8K | $739.9K | +36.6K | Added |
| 8 | Cowa, LLC | 53.4K | $683.8K | +21.6K | Added |
| 9 | Two Sigma Investments, LP | 47.7K | $611.2K | +47.7K | New |
| 10 | Investors Research Corp | 43.8K | $560.8K | −363 | Reduced |
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