CUSIP 46431W853GSCI CMDTY STGYCOMTQ4 2025
Aggregate 13F value by quarter
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125 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.22M | $55.17M | −46.0K | Reduced |
| 2 | True Private Wealth Advisors | 688.1K | $17.13M | +15.3K | Added |
| 3 | Vontobel Holding Ltd. | 601.9K | $14.98M | +391.5K | Added |
| 4 | Onedigital Investment Advisors LLC | 441.6K | $10.99M |
| +441.6K |
| New |
| 5 | Focus Partners Wealth | 324.2K | $8.07M | +40.7K | Added |
| 6 | Vci Wealth Management LLC | 234.2K | $5.83M | +25.8K | Added |
| 7 | Assetmark, Inc | 228.0K | $5.68M | +208.3K | Added |
| 8 | Morgan Stanley | 219.0K | $5.45M | −18.9K | Reduced |
| 9 | Truist Financial Corp | 218.3K | $5.44M | −131.6K | Reduced |
| 10 | Fairview Capital Investment Management, LLC | 201.3K | $5.01M | +15.7K | Added |
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