CUSIP 464288687PFD AND INCM SECPFFQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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971 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 22.66M | $701.67M | −1.49M | Reduced |
| 2 | Morgan Stanley | 15.81M | $489.50M | +418.5K | Added |
| 3 | Wells Fargo & Company/Mn | 9.49M | $293.85M | +188.3K | Added |
| 4 | Lpl Financial LLC | 7.86M | $243.45M |
| −244.7K |
| Reduced |
| 5 | Ubs Group AG | 6.04M | $186.85M | +316.9K | Added |
| 6 | Royal Bank Of Canada | 4.10M | $127.02M | −370.8K | Reduced |
| 7 | Envestnet Asset Management Inc | 3.96M | $122.52M | −119.4K | Reduced |
| 8 | Mariner, LLC | 3.80M | $117.63M | +66.2K | Added |
| 9 | Bramshill Investments, LLC | 2.12M | $111.11M | −4.12M | Reduced |
| 10 | Raymond James Financial Inc | 3.23M | $100.06M | +396.5K | Added |
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