CUSIP 46138E180S&P SMLCP DISCPSCDQ4 2025
Aggregate 13F value by quarter
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20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ep Wealth Advisors, LLC | 11.7K | $1.23M | +388 | Added |
| 2 | Hohimer Wealth Management, LLC | 5.9K | $613.7K | +5.9K | New |
| 3 | Morgan Stanley | 5.3K | $555.8K | −187 | Reduced |
| 4 | Raymond James Financial Inc | 5.1K | $531.2K |
| +562 |
| Added |
| 5 | Goldman Sachs Group Inc | 4.5K | $473.1K | 0 | Held |
| 6 | Bank Of America Corp /De/ | 3.9K | $412.2K | +3 | Added |
| 7 | Lpl Financial LLC | 3.7K | $384.5K | +340 | Added |
| 8 | Osaic Holdings, Inc. | 2.9K | $302.0K | −60 | Reduced |
| 9 | Beacon Pointe Advisors, LLC | 2.0K | $210.6K | +5 | Added |
| 10 | Dagco, Inc. | 957 | $100.3K | 0 | Held |
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