CUSIP 46138E214S&P INTL QULTYIDHQQ4 2025
Aggregate 13F value by quarter
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104 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.72M | $60.31M | +388.8K | Added |
| 2 | Northwestern Mutual Wealth Management Co | 1.12M | $39.43M | +281.2K | Added |
| 3 | Wcg Wealth Advisors LLC | 834.5K | $29.33M | +534.9K | Added |
| 4 | Cedar Wealth Management, LLC | 820.4K | $28.84M |
| +6.7K |
| Added |
| 5 | Morgan Stanley | 624.4K | $21.95M | −9.6K | Reduced |
| 6 | Berkeley, Inc | 619.5K | $21.77M | +151.7K | Added |
| 7 | Cetera Investment Advisers | 544.5K | $19.14M | +91.4K | Added |
| 8 | Chaney Capital Management, Inc. | 363.1K | $12.76M | +13.9K | Added |
| 9 | Integrated Capital Management, LLC | 358.3K | $12.59M | +358.3K | New |
| 10 | Heck Capital Advisors, LLC | 320.6K | $11.27M | −120 | Reduced |
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