CUSIP 464287770U.S. FIN SVC ETFIYGQ4 2025
Aggregate 13F value by quarter
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257 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Riverfront Investment Group, LLC | 1.45M | $133.67M | +10.1K | Added |
| 2 | Envestnet Asset Management Inc | 1.33M | $122.61M | +5.5K | Added |
| 3 | Morgan Stanley | 1.08M | $99.62M | +4.1K | Added |
| 4 | Jpmorgan Chase & Co | 1.03M | $95.18M |
| +723.6K |
| Added |
| 5 | Goldman Sachs Group Inc | 1.02M | $94.26M | −29.3K | Reduced |
| 6 | Openarc Corporate Advisory, LLC | 603.1K | $55.64M | +603.1K | New Position |
| 7 | Sagespring Wealth Partners, LLC | 576.4K | $53.18M | +576.4K | New |
| 8 | Dynasty Wealth Management, LLC | 532.1K | $49.08M | +532.1K | New |
| 9 | Lpl Financial LLC | 479.9K | $44.27M | +24.5K | Added |
| 10 | Bank Of America Corp /De/ | 475.5K | $43.87M | −26.6K | Reduced |
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