CUSIP 464288406MRGSTR MD CP VALIMCVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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161 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 1.01M | $83.02M | +29.5K | Added |
| 2 | Morgan Stanley | 585.5K | $48.21M | −47.1K | Reduced |
| 3 | Raymond James Financial Inc | 448.9K | $36.96M | +39.7K | Added |
| 4 | Orgel Wealth Management, LLC | 358.2K | $29.49M |
| −2.0K |
| Reduced |
| 5 | Lpl Financial LLC | 338.8K | $27.90M | +61.4K | Added |
| 6 | Equitable Holdings, Inc. | 330.8K | $27.24M | −8.5K | Reduced |
| 7 | Commonwealth Equity Services, LLC | 291.8K | $24.03M | +19.6K | Added |
| 8 | Wells Fargo & Company/Mn | 261.3K | $21.51M | +42.5K | Added |
| 9 | Ameriprise Financial Inc | 235.9K | $19.43M | +160.6K | Added |
| 10 | Bank Of America Corp /De/ | 225.1K | $18.54M | −3.1K | Reduced |
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