CUSIP 464287796U.S. ENERGY ETFIYEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
269 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.81M | $86.02M | −93.6K | Reduced |
| 2 | Pgim Custom Harvest LLC | 1.45M | $69.02M | +5.3K | Added |
| 3 | Bank Of America Corp /De/ | 975.2K | $46.35M | −28.2K | Reduced |
| 4 | Wells Fargo & Company/Mn | 934.5K | $44.41M |
| −16.1K |
| Reduced |
| 5 | Goldman Sachs Group Inc | 722.7K | $34.35M | +90.4K | Added |
| 6 | Ubs Group AG | 603.4K | $28.68M | +17.5K | Added |
| 7 | Lpl Financial LLC | 473.8K | $22.52M | −99.7K | Reduced |
| 8 | Royal Bank Of Canada | 357.2K | $16.98M | −992 | Reduced |
| 9 | Ameriprise Financial Inc | 356.0K | $16.92M | −20.2K | Reduced |
| 10 | Bright Rock Capital Management, LLC | 300.0K | $14.26M | 0 | Held |
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