CUSIP 464288109MORNINGSTAR VALUILCVQ4 2025
Aggregate 13F value by quarter
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172 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 854.4K | $80.62M | +28.6K | Added |
| 2 | Steele Capital Management, Inc. | 670.1K | $63.23M | +6.8K | Added |
| 3 | Equitable Holdings, Inc. | 610.4K | $57.60M | −118.2K | Reduced |
| 4 | Ubs Group AG | 536.8K | $50.66M |
| +805 |
| Added |
| 5 | Raymond James Financial Inc | 399.9K | $37.73M | −12.8K | Reduced |
| 6 | Lpl Financial LLC | 394.4K | $37.22M | +48.2K | Added |
| 7 | Morgan Stanley | 360.4K | $34.00M | +692 | Added |
| 8 | Jpmorgan Chase & Co | 280.5K | $26.47M | −2.0K | Reduced |
| 9 | Northwestern Mutual Wealth Management Co | 251.3K | $23.72M | +135.8K | Added |
| 10 | Woodard & Co Asset Management Group Inc /Adv | 246.5K | $23.26M | −35.1K | Reduced |
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