CUSIP 464287879SP SMCP600VL ETFIJSQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
810 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.24M | $368.77M | −42.8K | Reduced |
| 2 | Morgan Stanley | 3.10M | $352.64M | −241.3K | Reduced |
| 3 | Fmr LLC | 1.32M | $150.42M | +191.4K | Added |
| 4 | Wells Fargo & Company/Mn | 1.26M | $143.22M |
| Reduced |
| 5 | Ubs Group AG | 1.05M | $119.83M | −67.5K | Reduced |
| 6 | Lpl Financial LLC | 896.0K | $101.90M | −268 | Reduced |
| 7 | Prime Capital Investment Advisors, LLC | 784.7K | $89.23M | −48.6K | Reduced |
| 8 | Modera Wealth Management, LLC | 739.2K | $84.06M | −90.5K | Reduced |
| 9 | Ameriprise Financial Inc | 709.8K | $80.71M | −3.7K | Reduced |
| 10 | Pnc Financial Services Group, Inc. | 557.7K | $63.42M | −11.5K | Reduced |
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