CUSIP 46434V860TRS FLT RT BDTFLOQ4 2025
Aggregate 13F value by quarter
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401 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 6.76M | $340.93M | +426.6K | Added |
| 2 | Bank Of America Corp /De/ | 5.82M | $293.89M | −936.4K | Reduced |
| 3 | Morgan Stanley | 3.63M | $183.25M | −284.6K | Reduced |
| 4 | Ubs Group AG | 2.21M | $111.55M |
| −316.1K |
| Reduced |
| 5 | Envestnet Asset Management Inc | 1.86M | $93.87M | −487.0K | Reduced |
| 6 | Wealthspire Advisors, LLC | 1.72M | $87.02M | +266.8K | Added |
| 7 | Financial Advisory Corp | 1.59M | $80.43M | −53.2K | Reduced |
| 8 | Mariner, LLC | 1.57M | $79.28M | −171.0K | Reduced |
| 9 | Bip Wealth, LLC | 1.50M | $75.57M | −2.0K | Reduced |
| 10 | Royal Bank Of Canada | 1.26M | $63.47M | −120.0K | Reduced |
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