CUSIP 464287408S&P 500 VAL ETFIVEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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1,633 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 28.39M | $6.02B | +6.27M | Added |
| 2 | Jpmorgan Chase & Co | 18.75M | $3.98B | +821.9K | Added |
| 3 | Morgan Stanley | 15.28M | $3.24B | +1.07M | Added |
| 4 | Lpl Financial LLC | 11.01M | $2.34B |
| Added |
| 5 | Bank Of America Corp /De/ | 9.28M | $1.97B | +878.5K | Added |
| 6 | Wells Fargo & Company/Mn | 6.26M | $1.33B | +120.2K | Added |
| 7 | Ubs Group AG | 3.53M | $749.64M | −69.9K | Reduced |
| 8 | Cetera Investment Advisers | 3.41M | $723.15M | +627.1K | Added |
| 9 | Stifel Financial Corp | 3.25M | $689.35M | +230.9K | Added |
| 10 | Ameriprise Financial Inc | 3.08M | $653.29M | +43.3K | Added |
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