CUSIP 46138E362S&P500 HDL VOLSPHDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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327 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.19M | $104.96M | −423.4K | Reduced |
| 2 | Lpl Financial LLC | 2.10M | $100.82M | −142.0K | Reduced |
| 3 | Bank Of America Corp /De/ | 1.29M | $61.70M | +110.1K | Added |
| 4 | Financial Engines Advisors L.L.C. | 914.8K | $43.91M |
| −13.9K |
| Reduced |
| 5 | Raymond James Financial Inc | 685.0K | $32.88M | −22.6K | Reduced |
| 6 | Royal Bank Of Canada | 669.5K | $32.14M | −28.1K | Reduced |
| 7 | Franklin Resources Inc | 658.9K | $31.63M | −57.1K | Reduced |
| 8 | Wells Fargo & Company/Mn | 643.3K | $30.88M | +12.6K | Added |
| 9 | Stifel Financial Corp | 627.0K | $30.10M | +378.6K | Added |
| 10 | Ubs Group AG | 514.2K | $24.68M | −892 | Reduced |
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