CUSIP 464287127MORNINGSTR US EQILCBQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
175 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 547.5K | $51.67M | +6.0K | Added |
| 2 | Exchange Traded Concepts, LLC | 519.9K | $49.07M | +48.9K | Added |
| 3 | Ameriprise Financial Inc | 514.9K | $48.60M | +211 | Added |
| 4 | Equitable Holdings, Inc. | 383.3K | $36.17M |
| +295 |
| Added |
| 5 | Lpl Financial LLC | 246.5K | $23.26M | +39.2K | Added |
| 6 | Cetera Investment Advisers | 208.4K | $19.66M | +11.2K | Added |
| 7 | Jpmorgan Chase & Co | 172.0K | $16.24M | +6.6K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 165.5K | $15.85M | −383 | Reduced |
| 9 | Commonwealth Equity Services, LLC | 129.0K | $12.17M | −3.6K | Reduced |
| 10 | Raymond James Financial Inc | 110.1K | $10.39M | +69.3K | Added |
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