CUSIP 464287119MORNINGSTAR GRWTILCGQ4 2025
Aggregate 13F value by quarter
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338 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 2.33M | $242.22M | −9.2K | Reduced |
| 2 | Lpl Financial LLC | 1.38M | $143.69M | +86.7K | Added |
| 3 | Morgan Stanley | 1.11M | $115.72M | −260.7K | Reduced |
| 4 | Wells Fargo & Company/Mn | 718.0K | $74.71M |
| +41.0K |
| Added |
| 5 | Fas Wealth Partners, Inc. | 586.6K | $61.03M | −13.2K | Reduced |
| 6 | Cetera Investment Advisers | 528.4K | $54.98M | +33.9K | Added |
| 7 | Bank Of America Corp /De/ | 501.8K | $52.21M | −12.4K | Reduced |
| 8 | Clearstead Trust, LLC | 495.8K | $51.59M | +8.7K | Added |
| 9 | B&D White Capital Company, LLC | 481.3K | $50.07M | −4.7K | Reduced |
| 10 | Envestnet Asset Management Inc | 455.6K | $47.40M | +98.6K | Added |
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