CUSIP 46138E594KBW PREM YIELDKBWYQ4 2025
Aggregate 13F value by quarter
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54 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 723.2K | $11.16M | −10.7K | Reduced |
| 2 | Lpl Financial LLC | 670.6K | $10.35M | −41.6K | Reduced |
| 3 | Summit Financial, LLC | 331.2K | $5.11M | +13.1K | Added |
| 4 | Fifth Third Securities, Inc. | 212.2K | $3.28M |
| +27.0K |
| Added |
| 5 | Two Sigma Investments, LP | 168.1K | $2.59M | +168.1K | New |
| 6 | Heartwood Wealth Advisors LLC | 127.7K | $1.97M | +10.0K | Added |
| 7 | Cetera Investment Advisers | 101.6K | $1.57M | +82.3K | Added |
| 8 | Envestnet Asset Management Inc | 79.3K | $1.22M | +11.0K | Added |
| 9 | Lmcg Investments, LLC | 74.7K | $1.15M | −9.3K | Reduced |
| 10 | Bank Of America Corp /De/ | 69.6K | $1.07M | +6.1K | Added |
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