CUSIP 464289859CORE 80/20 AGGREAOAQ4 2025
Aggregate 13F value by quarter
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395 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 553.8K | $49.60M | +9.6K | Added |
| 2 | Lpl Financial LLC | 266.4K | $23.86M | +67.4K | Added |
| 3 | Wells Fargo & Company/Mn | 246.4K | $22.07M | +92.7K | Added |
| 4 | Assetmark, Inc | 239.8K | $21.48M |
| −3.2K |
| Reduced |
| 5 | Jim Saulnier & Associates, LLC | 192.0K | $17.19M | +39.2K | Added |
| 6 | Foundations Investment Advisors, LLC | 179.9K | $16.11M | +28.2K | Added |
| 7 | Ellenbecker Investment Group | 177.9K | $15.93M | +32.1K | Added |
| 8 | Mesirow Financial Investment Management, Inc. | 154.9K | $13.87M | −106 | Reduced |
| 9 | Stifel Financial Corp | 148.6K | $13.31M | +119.0K | Added |
| 10 | Raymond James Financial Inc | 140.8K | $12.61M | +103.9K | Added |
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