CUSIP 46138E396S&P 500 ENHNCDQVMTQ4 2025
Aggregate 13F value by quarter
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43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 214.8K | $12.26M | −40.9K | Reduced |
| 2 | Bank Of America Corp /De/ | 183.6K | $10.48M | +11.9K | Added |
| 3 | Armbruster Capital Management, Inc. | 167.1K | $9.54M | −1.9K | Reduced |
| 4 | Invesco Ltd. | 159.2K | $9.09M |
| −5.5K |
| Reduced |
| 5 | Delta Wealth Advisors LLC | 89.8K | $5.13M | −5.9K | Reduced |
| 6 | Lmcg Investments, LLC | 33.1K | $1.89M | +1.8K | Added |
| 7 | Koss-Olinger Consulting, LLC | 24.7K | $1.41M | −1.7K | Reduced |
| 8 | Arrowroot Family Office, LLC | 15.5K | $882.2K | −28 | Reduced |
| 9 | Massmutual Private Wealth & Trust, Fsb | 15.2K | $870.6K | +1.1K | Added |
| 10 | Ubs Group AG | 13.6K | $776.6K | +63 | Added |
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