CUSIP 464287788U.S. FINLS ETFIYFQ4 2025
Aggregate 13F value by quarter
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463 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 1.76M | $227.25M | +1.49M | Added |
| 2 | Fisher Asset Management, LLC | 1.73M | $223.48M | −50.5K | Reduced |
| 3 | Bank Of America Corp /De/ | 1.57M | $202.22M | −18.1K | Reduced |
| 4 | Morgan Stanley | 1.55M | $200.02M |
| +578 |
| Added |
| 5 | Phoenix Financial Ltd. | 1.20M | $154.27M | 0 | Held |
| 6 | Jpmorgan Chase & Co | 1.05M | $135.81M | +682.5K | Added |
| 7 | Sagespring Wealth Partners, LLC | 826.8K | $106.60M | +588.7K | Added |
| 8 | Northwestern Mutual Wealth Management Co | 656.9K | $84.69M | −8.2K | Reduced |
| 9 | Goldman Sachs Group Inc | 618.5K | $79.74M | −33.9K | Reduced |
| 10 | Lpl Financial LLC | 614.3K | $79.20M | −95.4K | Reduced |
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