CUSIP 46138G573S&P MIDCAP 400QVMMQ4 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 52.1K | $1.60M | +669 | Added |
| 2 | Fragasso Financial Advisors Inc | 20.8K | $639.0K | +44 | Added |
| 3 | Raymond James Financial Inc | 19.9K | $613.3K | +19.9K | New |
| 4 | Municipal Employees' Retirement System Of Michigan | 11.88M | $365.7K |
| 0 |
| Held |
| 5 | Kestra Advisory Services, LLC | 10.5K | $324.4K | +3 | Added |
| 6 | Empirical Asset Management, LLC | 10.3K | $318.5K | −17.3K | Reduced |
| 7 | Lpl Financial LLC | 8.5K | $261.5K | −72.6K | Reduced |
| 8 | Bank Of America Corp /De/ | 6.4K | $197.8K | −7 | Reduced |
| 9 | Aptus Capital Advisors, LLC | 734 | $22.6K | +734 | New |
| 10 | Jpmorgan Chase & Co | 726 | $22.3K | +726 | New |
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