CUSIP 46429B366CMBS ETFCMBSQ4 2025
Aggregate 13F value by quarter
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94 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Syon Capital LLC | 633.8K | $31.11M | +51.9K | Added |
| 2 | Ubs Group AG | 541.9K | $26.60M | +103.7K | Added |
| 3 | Ae Wealth Management LLC | 490.5K | $24.08M | +59.0K | Added |
| 4 | Arvest Investments, Inc. | 438.2K | $21.51M |
| Reduced |
| 5 | Lpl Financial LLC | 418.2K | $20.52M | +118.3K | Added |
| 6 | Morgan Stanley | 307.0K | $15.07M | +24.0K | Added |
| 7 | Bank Of America Corp /De/ | 294.5K | $14.45M | −9.1K | Reduced |
| 8 | Hancock Whitney Corp | 268.9K | $13.20M | +12.0K | Added |
| 9 | Prepared Retirement Institute LLC | 240.7K | $11.81M | −3.1K | Reduced |
| 10 | Prudential PLC | 194.4K | $9.54M | +194.4K | New |
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