CUSIP 46138G672S&P MDCP 400 REVRWKQ4 2025
8 filings · latest Oct 7, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 938.0K | $118.62M |
| 2 | Ameriprise Financial Inc | 649.3K | $82.11M |
| 3 | Lpl Financial LLC | 603.5K | $76.32M |
| 4 | Vantagepoint Investment Advisers LLC | 540.6K | $68.36M |
| 5 | Fusion Family Wealth, LLC | 537.5K | $67.98M |
| 6 | Wells Fargo & Company/Mn | 287.7K | $36.38M |
| 7 | Bank Of America Corp /De/ | 278.9K | $35.27M |
| 8 | Resonant Capital Advisors, LLC | 164.3K | $20.78M |
| 9 |
| 4 | Feb 13, 2023 | Fusion Family Wealth LLC | 13G | 10.2% | 451.3K | SEC |
| 5 | Jul 8, 2022 | Fusion Family Wealth LLC | 13G/A | 10.7% | 440.1K | SEC |
| 6 | Feb 8, 2022 | Fusion Family Wealth LLC | 13G | 8.8% | 370.1K | SEC |
| 7 | Feb 8, 2021 | Fusion Family Wealth LLC | 13G | 9.8% | 363.2K | SEC |
| 8 | Jan 27, 2020 | Fusion Family Wealth LLC | 13G | 5.5% | 303.0K | SEC |
| Raymond James Financial Inc |
| 132.6K |
| $16.77M |
| 10 | Rvw Wealth, LLC | 130.2K | $16.47M |