CUSIP 46138E172S&P SMLCP STAPPSCCQ4 2025
Aggregate 13F value by quarter
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37 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 52.7K | $1.64M | −2.9K | Reduced |
| 2 | Pacific Sun Financial Corp | 49.6K | $1.54M | −4.5K | Reduced |
| 3 | Iht Wealth Management, LLC | 43.7K | $1.36M | +30.0K | Added |
| 4 | Raymond James Financial Inc | 32.3K | $1.00M |
| +6.6K |
| Added |
| 5 | Cassaday & Co Wealth Management LLC | 20.0K | $621.6K | +20.0K | New |
| 6 | Steward Partners Investment Advisory, LLC | 18.4K | $570.5K | +6.8K | Added |
| 7 | Cetera Investment Advisers | 18.2K | $564.9K | −6.4K | Reduced |
| 8 | Focus Partners Advisor Solutions, LLC | 17.6K | $546.9K | −15.7K | Reduced |
| 9 | Winter & Associates, Inc. | 17.6K | $546.9K | +17.6K | New Position |
| 10 | Bank Of America Corp /De/ | 14.9K | $463.4K | +517 | Added |
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