CUSIP 46138G664S&P SMALLCAP 600RWJQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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189 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.84M | $138.40M | −85.6K | Reduced |
| 2 | Morgan Stanley | 2.21M | $107.88M | +124.1K | Added |
| 3 | Fusion Family Wealth, LLC | 1.48M | $72.01M | +38.4K | Added |
| 4 | Bank Of America Corp /De/ | 1.24M | $60.18M |
| +32.1K |
| Added |
| 5 | Raymond James Financial Inc | 803.2K | $39.13M | +21.4K | Added |
| 6 | Ameriprise Financial Inc | 791.7K | $38.56M | −772.8K | Reduced |
| 7 | Ubs Group AG | 776.2K | $37.81M | −40.6K | Reduced |
| 8 | Osaic Holdings, Inc. | 559.3K | $27.25M | −20.0K | Reduced |
| 9 | Focus Partners Wealth | 525.4K | $25.60M | +72.4K | Added |
| 10 | Wells Fargo & Company/Mn | 424.9K | $20.70M | −4.4K | Reduced |
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