CUSIP 46431W648U.S. TECH INDEPDIETCQ4 2025
Aggregate 13F value by quarter
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131 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 673.7K | $68.44M | +49.1K | Added |
| 2 | Kozak & Associates, Inc. | 641.3K | $65.87M | −3.9K | Reduced |
| 3 | Lpl Financial LLC | 294.7K | $29.94M | +41.9K | Added |
| 4 | Assetmark, Inc | 209.5K | $21.28M |
| +189.1K |
| Added |
| 5 | United Capital Financial Advisors, LLC | 103.4K | $10.51M | +103.4K | New |
| 6 | Mml Investors Services, LLC | 99.3K | $10.09M | −5.2K | Reduced |
| 7 | Jpmorgan Chase & Co | 83.6K | $8.50M | −20.7K | Reduced |
| 8 | Northwestern Mutual Wealth Management Co | 81.5K | $8.28M | +13.6K | Added |
| 9 | Trek Financial, LLC | 75.9K | $7.71M | +7.9K | Added |
| 10 | Raymond James Financial Inc | 74.5K | $7.57M | −5.3K | Reduced |
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