CUSIP 46434V316GLOBAL EQUITYGLOFQ4 2025
Aggregate 13F value by quarter
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55 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 271.8K | $14.34M | −51.6K | Reduced |
| 2 | Waverly Advisors, LLC | 230.0K | $12.14M | +230.0K | New |
| 3 | Dgs Capital Management, LLC | 150.8K | $7.96M | −380 | Reduced |
| 4 | Ignite Planners, LLC | 82.0K | $4.45M |
| +21.3K |
| Added |
| 5 | Bank Of America Corp /De/ | 51.9K | $2.74M | −4.0K | Reduced |
| 6 | Jane Street Group, LLC | 47.3K | $2.50M | −20.0K | Reduced |
| 7 | Daymark Wealth Partners, LLC | 45.9K | $2.42M | −32.7K | Reduced |
| 8 | 5t Wealth, LLC | 41.3K | $2.18M | +2.3K | Added |
| 9 | Camarda Financial Advisors, LLC | 39.8K | $2.10M | +703 | Added |
| 10 | 3chopt Investment Partners, LLC | 38.5K | $2.03M | +138 | Added |
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