CUSIP 464288505MRGSTR SM CP ETFISCBQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
86 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 361.0K | $23.47M | −10.3K | Reduced |
| 2 | Cetera Investment Advisers | 270.0K | $17.56M | +4.6K | Added |
| 3 | Lpl Financial LLC | 178.3K | $11.60M | +8.6K | Added |
| 4 | Wells Fargo & Company/Mn | 71.4K | $4.64M |
| Added |
| 5 | Bank Of America Corp /De/ | 66.2K | $4.30M | −888 | Reduced |
| 6 | Goldman Sachs Group Inc | 43.6K | $2.84M | 0 | Held |
| 7 | Goldstein Advisors, LLC | 38.2K | $2.48M | −1.2K | Reduced |
| 8 | Gladstone Institutional Advisory LLC | 36.5K | $2.38M | −925 | Reduced |
| 9 | Commonwealth Equity Services, LLC | 34.5K | $2.24M | −1.2K | Reduced |
| 10 | Citadel Advisors LLC | 33.9K | $2.21M | +2.4K | Added |
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