CUSIP 46138E149S&P SMLCP HELTPSCHQ4 2025
Aggregate 13F value by quarter
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69 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 76.4K | $3.37M | +23.1K | Added |
| 2 | G&S Capital LLC | 74.0K | $3.26M | +582 | Added |
| 3 | Bank Of America Corp /De/ | 69.1K | $3.04M | +43.1K | Added |
| 4 | Lpl Financial LLC | 53.6K | $2.36M | +8.6K |
| Added |
| 5 | Wells Fargo & Company/Mn | 43.2K | $1.90M | −1.3K | Reduced |
| 6 | Royal Bank Of Canada | 29.4K | $1.29M | +629 | Added |
| 7 | Pacific Sun Financial Corp | 28.7K | $1.26M | −10.1K | Reduced |
| 8 | Wbi Investments, LLC | 24.8K | $1.09M | +966 | Added |
| 9 | Mgb Wealth Management, LLC | 24.8K | $1.09M | −1 | Reduced |
| 10 | Ubs Group AG | 24.4K | $1.07M | −10.5K | Reduced |
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