CUSIP 46138G409S&P SMLCP UTILPSCUQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bard Associates Inc | 23.7K | $1.36M | −4.6K | Reduced |
| 2 | Iht Wealth Management, LLC | 22.3K | $1.28M | +12.2K | Added |
| 3 | Susquehanna International Group, LLP | 9.6K | $550.2K | +5.1K | Added |
| 4 | Tower Research Capital LLC (Trc) | 7.7K | $440.6K |
| +2.5K |
| Added |
| 5 | Lpl Financial LLC | 5.4K | $309.7K | −2.5K | Reduced |
| 6 | Global Retirement Partners, LLC | 3.5K | $199.9K | +10 | Added |
| 7 | Morgan Stanley | 1.8K | $104.4K | +800 | Added |
| 8 | Advisornet Financial, Inc | 200 | $11.5K | 0 | Held |
| 9 | Osaic Holdings, Inc. | 150 | $8.6K | 0 | Held |
| 10 | Newedge Advisors, LLC | 75 | $4.3K | 0 | Held |
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