CUSIP 46138G565S&P SMALLCAP 600QVMSQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 83.4K | $2.36M | +83.4K | New |
| 2 | Abound Financial, LLC | 46.4K | $1.31M | −3.9K | Reduced |
| 3 | Lpl Financial LLC | 32.7K | $922.0K | +614 | Added |
| 4 | Bank Of America Corp /De/ | 10.7K | $302.7K |
| Reduced |
| 5 | Jane Street Group, LLC | 8.6K | $241.5K | −3.0K | Reduced |
| 6 | Municipal Employees' Retirement System Of Michigan | 7.11M | $200.9K | 0 | Held |
| 7 | Ubs Group AG | 1.1K | $32.4K | +357 | Added |
| 8 | Morgan Stanley | 1 | $35 | −80 | Reduced |