CUSIP 46434V381EXPONENTIAL TECHXTQ4 2025
Aggregate 13F value by quarter
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274 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 32.75M | $2.28B | −410.2K | Reduced |
| 2 | Morgan Stanley | 1.51M | $105.48M | +1.27M | Added |
| 3 | Lpl Financial LLC | 624.7K | $43.56M | +1.4K | Added |
| 4 | Ameriprise Financial Inc | 612.6K | $42.74M |
| −3.0K |
| Reduced |
| 5 | Baird Financial Group, Inc. | 547.3K | $38.17M | +11.2K | Added |
| 6 | Commonwealth Equity Services, LLC | 303.4K | $21.16M | +51.1K | Added |
| 7 | Bank Of America Corp /De/ | 281.0K | $19.60M | −3.8K | Reduced |
| 8 | Wealthcare Advisory Partners LLC | 253.1K | $17.65M | +5.9K | Added |
| 9 | Ubs Group AG | 217.7K | $15.18M | −57.1K | Reduced |
| 10 | New England Private Wealth Advisors LLC | 211.3K | $14.74M | +11.0K | Added |
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