CUSIP 464287887S&P SML 600 GWTIJTQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
742 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.10M | $437.05M | −82.6K | Reduced |
| 2 | Bank Of America Corp /De/ | 2.03M | $286.09M | +4.8K | Added |
| 3 | Fmr LLC | 1.70M | $239.99M | +111.9K | Added |
| 4 | Wells Fargo & Company/Mn | 1.08M | $153.06M |
| Reduced |
| 5 | Ubs Group AG | 1.05M | $148.66M | −14.9K | Reduced |
| 6 | Lpl Financial LLC | 957.1K | $135.11M | +4.9K | Added |
| 7 | Pnc Financial Services Group, Inc. | 884.2K | $124.81M | −15.4K | Reduced |
| 8 | Brown Advisory Inc | 836.1K | $118.03M | +299.8K | Added |
| 9 | Northwestern Mutual Wealth Management Co | 832.9K | $117.57M | +14.8K | Added |
| 10 | M&T Bank Corp | 536.3K | $75.70M | −13.9K | Reduced |
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