CUSIP 46138E743RAFI DVLPD MRKTSPXFQ4 2025
Aggregate 13F value by quarter
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228 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 10.86M | $711.64M | −518.6K | Reduced |
| 2 | Invesco Ltd. | 4.33M | $283.95M | −29.3K | Reduced |
| 3 | Morgan Stanley | 1.33M | $87.35M | −31.5K | Reduced |
| 4 | Bank Of New York Mellon Corp | 1.20M | $78.95M |
| +372.9K |
| Added |
| 5 | Bank Of America Corp /De/ | 896.8K | $58.78M | −40.3K | Reduced |
| 6 | Lpl Financial LLC | 613.7K | $40.23M | −37.0K | Reduced |
| 7 | Wells Fargo & Company/Mn | 558.5K | $36.61M | +44.4K | Added |
| 8 | Sanctuary Advisors, LLC | 553.2K | $36.26M | +553.2K | New |
| 9 | Johnson & White Wealth Management, LLC | 381.2K | $24.99M | +14.8K | Added |
| 10 | Victory Capital Management Inc | 380.4K | $24.93M | −109.4K | Reduced |
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