CUSIP 464288604MRGSTR SM CP GRISCGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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152 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 973.8K | $54.01M | −24.4K | Reduced |
| 2 | Jpmorgan Chase & Co | 851.5K | $47.22M | +28.4K | Added |
| 3 | Lpl Financial LLC | 676.9K | $37.54M | +161.6K | Added |
| 4 | Osaic Holdings, Inc. | 616.8K | $34.21M |
| +549.0K |
| Added |
| 5 | Northwestern Mutual Wealth Management Co | 519.6K | $28.81M | +29.0K | Added |
| 6 | Cetera Investment Advisers | 404.0K | $22.41M | +7.0K | Added |
| 7 | Gallagher Fiduciary Advisors, LLC | 307.1K | $17.03M | +5.6K | Added |
| 8 | Atria Investments, Inc | 305.1K | $16.92M | +7.4K | Added |
| 9 | Bank Of America Corp /De/ | 258.2K | $14.32M | −1.4K | Reduced |
| 10 | Morgan Stanley | 216.2K | $11.99M | −19.6K | Reduced |
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