CUSIP 46138E610KBW HIG DV YLDKBWDQ4 2025
Aggregate 13F value by quarter
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64 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 856.8K | $11.71M | −28.3K | Reduced |
| 2 | Mission Hills Financial Advisory, LLC | 808.7K | $11.05M | +63.1K | Added |
| 3 | Lpl Financial LLC | 796.7K | $10.89M | −131.8K | Reduced |
| 4 | Bank Of America Corp /De/ | 707.9K | $9.67M |
| +11.3K |
| Added |
| 5 | Gradient Investments LLC | 549.2K | $7.50M | +11.5K | Added |
| 6 | Wells Fargo & Company/Mn | 462.0K | $6.31M | −87.4K | Reduced |
| 7 | Two Sigma Investments, LP | 237.1K | $3.24M | +218.6K | Added |
| 8 | Raymond James Financial Inc | 208.1K | $2.84M | +25.8K | Added |
| 9 | Thrive Capital Management, LLC | 143.6K | $1.96M | +10.7K | Added |
| 10 | Ubs Group AG | 95.5K | $1.30M | −10.9K | Reduced |
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