CUSIP 46138E156S&P SMLCP FINLPSCFQ4 2025
Aggregate 13F value by quarter
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22 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hohimer Wealth Management, LLC | 11.5K | $660.6K | +11.5K | New |
| 2 | Morgan Stanley | 11.2K | $643.4K | +1.6K | Added |
| 3 | Atlas Wealth LLC | 9.1K | $520.8K | 0 | Held |
| 4 | Citadel Advisors LLC | 8.2K | $472.5K |
| New |
| 5 | Lpl Financial LLC | 5.5K | $314.7K | +306 | Added |
| 6 | Raymond James Financial Inc | 5.0K | $290.2K | +350 | Added |
| 7 | Tower Research Capital LLC (Trc) | 5.0K | $287.1K | −5.6K | Reduced |
| 8 | Bank Of America Corp /De/ | 3.7K | $210.0K | −197 | Reduced |
| 9 | Jones Financial Companies Lllp | 2.0K | $117.9K | −294 | Reduced |
| 10 | Wells Fargo & Company/Mn | 1.9K | $111.2K | −3.5K | Reduced |
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