CUSIP 46138G656S&P ULTRA DIVIDERDIVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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125 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.05M | $54.69M | −2.8K | Reduced |
| 2 | Heartwood Wealth Advisors LLC | 737.1K | $38.36M | +13.5K | Added |
| 3 | Lpl Financial LLC | 683.8K | $35.58M | +47.5K | Added |
| 4 | Bank Of America Corp /De/ | 529.9K | $27.58M |
| −12.6K |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 407.7K | $21.22M | +40.2K | Added |
| 6 | Raymond James Financial Inc | 223.0K | $11.60M | +48.0K | Added |
| 7 | Ameriprise Financial Inc | 220.5K | $11.47M | +151 | Added |
| 8 | Osaic Holdings, Inc. | 166.0K | $8.64M | +1.3K | Added |
| 9 | Rockefeller Capital Management L.P. | 133.8K | $6.96M | +8.5K | Added |
| 10 | Tactive Advisors, LLC | 128.4K | $6.68M | +128.4K | New |
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