CUSIP 464287846DOW JONES US ETFIYYQ4 2025
Aggregate 13F value by quarter
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270 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 438.0K | $72.62M | −15.2K | Reduced |
| 2 | Lpl Financial LLC | 311.6K | $51.66M | −22.6K | Reduced |
| 3 | Bank Of America Corp /De/ | 195.3K | $32.39M | +83.4K | Added |
| 4 | Sharp Wealth Advisory, LLC | 174.8K | $28.99M |
| +8.7K |
| Added |
| 5 | Savant Capital, LLC | 154.9K | $25.69M | −402 | Reduced |
| 6 | Pnc Financial Services Group, Inc. | 143.2K | $23.74M | −1.6K | Reduced |
| 7 | Wells Fargo & Company/Mn | 131.3K | $21.78M | −3.4K | Reduced |
| 8 | Commonwealth Equity Services, LLC | 100.2K | $16.61M | −11.1K | Reduced |
| 9 | Raymond James Financial Inc | 90.9K | $15.07M | −4.9K | Reduced |
| 10 | Apella Capital, LLC | 85.9K | $14.24M | +85.9K | New |
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