CUSIP 46138G102S&P SMLCP LOWXSLVQ4 2025
9 filings · latest Apr 10, 2023
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 248.6K | $11.53M |
| 2 | Bank Of America Corp /De/ | 211.2K | $9.79M |
| 3 | Ubs Group AG | 201.8K | $9.36M |
| 4 | Brookstone Capital Management | 191.7K | $8.89M |
| 5 | Lpl Financial LLC | 187.2K | $8.68M |
| 6 | Morgan Stanley | 128.0K | $5.94M |
| 7 | Wells Fargo & Company/Mn | 99.3K | $4.60M |
| 8 | Eagle Bluffs Wealth Management LLC | 93.2K | $4.32M |
| 9 |
| 4 | Feb 11, 2022 | Invesco Ltd. | 13G/A | 36.8% | 8.67M | SEC |
| 5 | May 10, 2021 | Invesco Ltd. | 13G/A | 36.9% | 9.60M | SEC |
| 6 | Feb 9, 2021 | Invesco Ltd. | 13G/A | 42.1% | 15.53M | SEC |
| 7 | Dec 10, 2020 | Invesco Ltd. | 13G/A | 40.4% | 15.66M | SEC |
| 8 | Sep 10, 2020 | Invesco Ltd. | 13G/A | 35.2% | 16.11M | SEC |
| 9 | Aug 10, 2020 | Invesco Ltd. | 13G | 21.7% | 9.00M | SEC |
| Cetera Investment Advisers |
| 57.2K |
| $2.65M |
| 10 | Raymond James Financial Inc | 52.3K | $2.43M |