CUSIP 46434V282U S EQUITY FACTRLRGFQ4 2025
Aggregate 13F value by quarter
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235 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3.91M | $272.79M | +104.6K | Added |
| 2 | Halbert Hargrove Global Advisors, LLC | 3.56M | $247.13M | +76.6K | Added |
| 3 | Wells Fargo & Company/Mn | 2.60M | $180.62M | +181.0K | Added |
| 4 | Sigfig Wealth Management, LLC | 2.53M | $175.63M |
| +40.9K |
| Added |
| 5 | Tolleson Wealth Management, Inc. | 2.35M | $162.91M | +125.8K | Added |
| 6 | Plancorp, LLC | 1.87M | $129.49M | +58.2K | Added |
| 7 | Ullmann Wealth Partners Group, LLC | 1.22M | $85.30M | −190.4K | Reduced |
| 8 | Clearwater Capital Advisors, LLC | 1.07M | $74.15M | +5.0K | Added |
| 9 | Jpmorgan Chase & Co | 1.05M | $72.62M | −28.6K | Reduced |
| 10 | Modern Wealth Management, LLC | 856.8K | $59.49M | +207.9K | Added |
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