CUSIP 46138E420RUSEL 1000 EQLEQALQ4 2025
Aggregate 13F value by quarter
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83 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.66M | $245.06M | +11.6K | Added |
| 2 | Bank Of America Corp /De/ | 259.3K | $13.65M | −2.7K | Reduced |
| 3 | Lpl Financial LLC | 202.6K | $10.66M | −8.2K | Reduced |
| 4 | Morgan Stanley | 155.4K | $8.18M |
| +6.1K |
| Added |
| 5 | Pnc Financial Services Group, Inc. | 136.2K | $7.17M | −2.4K | Reduced |
| 6 | Sykon Capital LLC | 89.9K | $4.73M | −167.9K | Reduced |
| 7 | Geneos Wealth Management Inc. | 83.4K | $4.39M | +3.9K | Added |
| 8 | Wick Capital Partners, LLC | 28.3K | $4.34M | −54.2K | Reduced |
| 9 | Ubs Group AG | 77.5K | $4.08M | +21.5K | Added |
| 10 | Arkadios Wealth Advisors | 50.9K | $2.68M | +3.9K | Added |
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