CUSIP 46138J791BULSHS 2026 CBBSCQQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
409 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 57.58M | $1.13B | +4.98M | Added |
| 2 | Lpl Financial LLC | 7.64M | $149.58M | +255.8K | Added |
| 3 | Morgan Stanley | 7.37M | $144.31M | +134.0K | Added |
| 4 | Ubs Group AG | 7.12M | $139.39M |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 7.07M | $138.46M | −312.1K | Reduced |
| 6 | Bank Of America Corp /De/ | 5.34M | $104.61M | +131.6K | Added |
| 7 | Raymond James Financial Inc | 4.64M | $90.83M | +123.9K | Added |
| 8 | Invesco Ltd. | 3.48M | $68.04M | +76.4K | Added |
| 9 | Hills Bank & Trust Co | 2.82M | $55.28M | +18.4K | Added |
| 10 | Mai Capital Management | 2.75M | $53.83M | +232.9K | Added |
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