CUSIP 46138E347S&P500 MIN VARSPMV1USDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 11.0K | $554.2K | −209 | Reduced |
| 2 | Richmond Investment Services, LLC | 4.5K | $228.8K | −650 | Reduced |
| 3 | Osaic Holdings, Inc. | 455 | $23.0K | −108 | Reduced |
| 4 | Ubs Group AG | 90 | $4.5K |
| +83 |
| Added |
| 5 | Global Retirement Partners, LLC | 50 | $2.5K | 0 | Held |
| 6 | Citigroup Inc | 1 | $50 | +1 | New |
| 7 | Morgan Stanley | 1 | $50 | 0 | Held |