CUSIP 46138G300S&P SMLCAP QTYXSHQQ4 2025
Aggregate 13F value by quarter
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75 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 815.5K | $34.33M | −279.2K | Reduced |
| 2 | Larson Financial Group LLC | 563.9K | $23.74M | +11.8K | Added |
| 3 | Northwestern Mutual Wealth Management Co | 483.9K | $20.37M | +20.2K | Added |
| 4 | Breakwater Capital Group | 204.4K | $8.60M |
| −1.8K |
| Reduced |
| 5 | Private Advisory Group LLC | 127.7K | $5.38M | +8.7K | Added |
| 6 | Beacon Financial Planning, Inc | 95.9K | $4.04M | +2.3K | Added |
| 7 | Morgan Stanley | 84.5K | $3.56M | −6.2K | Reduced |
| 8 | Intrua Financial, LLC | 82.0K | $3.45M | +1.5K | Added |
| 9 | Raymond James Financial Inc | 79.2K | $3.33M | +28.9K | Added |
| 10 | Dhjj Financial Advisors, Ltd. | 78.9K | $3.32M | +2.7K | Added |
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