CUSIP 46138G474S&P SMALLCAP ENEPSCEQ4 2025
Aggregate 13F value by quarter
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35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gendell Jeffrey L | 68.5K | $2.94M | 0 | Held |
| 2 | One Plus One Wealth Management, LLC | 32.9K | $1.41M | −723 | Reduced |
| 3 | Lpl Financial LLC | 22.9K | $985.9K | −1.3K | Reduced |
| 4 | Raymond James Financial Inc | 21.4K | $917.6K |
| +458 |
| Added |
| 5 | Ubs Group AG | 20.9K | $899.1K | +977 | Added |
| 6 | Morgan Stanley | 19.6K | $843.7K | −1.4K | Reduced |
| 7 | Kestra Advisory Services, LLC | 16.0K | $688.4K | −2.1K | Reduced |
| 8 | Blair William & Co/Il | 15.7K | $674.5K | −2.2K | Reduced |
| 9 | First Growth Capital LLC | 8.7K | $471.1K | +8.7K | New Position |
| 10 | Hohimer Wealth Management, LLC | 9.5K | $409.0K | +9.5K | New |
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