CUSIP 46138G102S&P SMLCP LOWXSLVQ4 2025
Aggregate 13F value by quarter
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106 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 248.6K | $11.53M | +11.0K | Added |
| 2 | Bank Of America Corp /De/ | 211.2K | $9.79M | +7.9K | Added |
| 3 | Ubs Group AG | 201.8K | $9.36M | −5.0K | Reduced |
| 4 | Brookstone Capital Management | 191.7K | $8.89M |
| −5.5K |
| Reduced |
| 5 | Lpl Financial LLC | 187.2K | $8.68M | −12.9K | Reduced |
| 6 | Morgan Stanley | 128.0K | $5.94M | −3.0K | Reduced |
| 7 | Wells Fargo & Company/Mn | 99.3K | $4.60M | −5.6K | Reduced |
| 8 | Eagle Bluffs Wealth Management LLC | 93.2K | $4.32M | +3.7K | Added |
| 9 | Cetera Investment Advisers | 57.2K | $2.65M | +3.6K | Added |
| 10 | Raymond James Financial Inc | 52.3K | $2.43M | +26.1K | Added |
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