CUSIP 46138J742RAFI STRATGIC USIUSQ4 2025
Aggregate 13F value by quarter
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97 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.51M | $86.19M | −9.2K | Reduced |
| 2 | Envestnet Asset Management Inc | 813.2K | $46.48M | +40.7K | Added |
| 3 | Rockefeller Capital Management L.P. | 671.1K | $38.62M | +665.2K | Added |
| 4 | Intelligence Driven Advisers, LLC | 662.7K | $37.88M |
| +5.0K |
| Added |
| 5 | Osaic Holdings, Inc. | 493.9K | $28.24M | +11.7K | Added |
| 6 | Raymond James Financial Inc | 258.2K | $14.76M | −990 | Reduced |
| 7 | Kestra Advisory Services, LLC | 253.9K | $14.51M | +4.7K | Added |
| 8 | Merit Financial Group, LLC | 239.9K | $13.71M | −2.0K | Reduced |
| 9 | Arq Wealth Advisors, LLC | 196.8K | $11.25M | +218 | Added |
| 10 | Beacon Pointe Advisors, LLC | 179.4K | $10.25M | +27.5K | Added |
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