CUSIP 46138G300S&P SMLCAP QTYXSHQQ4 2025
5 filings · latest Sep 3, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 815.5K | $34.33M |
| 2 | Larson Financial Group LLC | 563.9K | $23.74M |
| 3 | Northwestern Mutual Wealth Management Co | 483.9K | $20.37M |
| 4 | Breakwater Capital Group | 204.4K | $8.60M |
| 5 | Private Advisory Group LLC | 127.7K | $5.38M |
| 6 | Beacon Financial Planning, Inc | 95.9K | $4.04M |
| 7 | Morgan Stanley | 84.5K | $3.56M |
| 8 | Intrua Financial, LLC | 82.0K | $3.45M |
| 9 |
| 4 | Sep 4, 2024 | New York Life Investment Management LLC | 13G/A | 6.7% | 502.9K | SEC |
| 5 | Dec 7, 2023 | New York Life Investment Management LLC | 13G | 12.0% | 271.1K | SEC |
| Raymond James Financial Inc |
| 79.2K |
| $3.33M |
| 10 | Dhjj Financial Advisors, Ltd. | 78.9K | $3.32M |