CUSIP 46138E198S&P MIDCP LOWXMLVQ4 2025
Aggregate 13F value by quarter
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189 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 675.3K | $42.12M | +69.3K | Added |
| 2 | Morgan Stanley | 619.3K | $38.62M | +18.3K | Added |
| 3 | Brookstone Capital Management | 296.4K | $18.49M | −16.5K | Reduced |
| 4 | Ubs Group AG | 296.2K | $18.47M |
| Reduced |
| 5 | Dorval Corp | 254.0K | $15.84M | +9.1K | Added |
| 6 | Envestnet Asset Management Inc | 232.6K | $14.51M | −47.4K | Reduced |
| 7 | Pnc Financial Services Group, Inc. | 214.0K | $13.35M | +5.7K | Added |
| 8 | Ameriprise Financial Inc | 183.4K | $11.45M | −27.8K | Reduced |
| 9 | Raymond James Financial Inc | 179.6K | $11.20M | −32.4K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 174.1K | $10.86M | −8.5K | Reduced |
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