CUSIP 46138E578KBW REGL BKGFDIQQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
36 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Byrne Financial Freedom, LLC | 82.5K | $5.10M | −1.3K | Reduced |
| 2 | Brown Advisory Inc | 25.1K | $1.55M | 0 | Held |
| 3 | Lpl Financial LLC | 19.2K | $1.19M | −1.3K | Reduced |
| 4 | Morgan Stanley | 15.4K | $955.2K |
| +18 |
| Added |
| 5 | Susquehanna International Group, LLP | 10.1K | $624.7K | +3.6K | Added |
| 6 | Accredited Investors Inc. | 7.5K | $463.3K | 0 | Held |
| 7 | Marble Harbor Investment Counsel, LLC | 7.2K | $442.1K | 0 | Held |
| 8 | Nwam LLC | 6.4K | $416.2K | +6.4K | New |
| 9 | Pinnacle Financial Partners, Inc. | 6.4K | $394.6K | +6.4K | New Position |
| 10 | Corient Private Wealth LLC | 6.0K | $388.9K | +6.0K | New |
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