CUSIP 46138G664S&P SMALLCAP 600RWJQ4 2025
5 filings · latest Jan 30, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.84M | $138.40M |
| 2 | Morgan Stanley | 2.21M | $107.88M |
| 3 | Fusion Family Wealth, LLC | 1.48M | $72.01M |
| 4 | Bank Of America Corp /De/ | 1.24M | $60.18M |
| 5 | Raymond James Financial Inc | 803.2K | $39.13M |
| 6 | Ameriprise Financial Inc | 791.7K | $38.56M |
| 7 | Ubs Group AG | 776.2K | $37.81M |
| 8 | Osaic Holdings, Inc. | 559.3K | $27.25M |
| 9 |
| 4 | Feb 8, 2021 | Fusion Family Wealth LLC | 13G | 10.2% | 375.4K | SEC |
| 5 | Jan 27, 2020 | Fusion Family Wealth LLC | 13G | 5.1% | 263.6K | SEC |
| 525.4K |
| $25.60M |
| 10 | Wells Fargo & Company/Mn | 424.9K | $20.70M |