CUSIP 46138E370S&P 500 HB ETFSPHBQ4 2025
Aggregate 13F value by quarter
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129 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 710.0K | $83.05M | −192.5K | Reduced |
| 2 | Wells Fargo & Company/Mn | 381.6K | $44.64M | +164.5K | Added |
| 3 | Lpl Financial LLC | 221.8K | $25.95M | +23.5K | Added |
| 4 | Morgan Stanley | 205.9K | $24.08M |
| Reduced |
| 5 | Ameriprise Financial Inc | 190.7K | $22.30M | +163.3K | Added |
| 6 | Axiom Financial Strategies, LLC | 130.1K | $15.21M | −5.6K | Reduced |
| 7 | Pfg Advisors | 117.3K | $13.72M | +24.1K | Added |
| 8 | Bnp Paribas Financial Markets | 110.4K | $12.92M | −60.1K | Reduced |
| 9 | Bank Of America Corp /De/ | 104.0K | $12.16M | +29.5K | Added |
| 10 | Royal Bank Of Canada | 83.3K | $9.74M | −23.6K | Reduced |
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