CUSIP 46435G250HIGH YLD SYSTM BHYDBQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
213 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Renaissancere Holdings Ltd | 5.06M | $239.48M | 0 | Held |
| 2 | Bank Of America Corp /De/ | 3.21M | $151.91M | +46.5K | Added |
| 3 | Factory Mutual Insurance Co | 2.12M | $100.23M | +1.06M | Added |
| 4 | Wealthspire Advisors, LLC | 1.43M | $67.57M |
| +127.3K |
| Added |
| 5 | Lpl Financial LLC | 1.15M | $54.31M | +157.3K | Added |
| 6 | Envestnet Asset Management Inc | 1.13M | $53.60M | −261.0K | Reduced |
| 7 | Strategic Planning Group, LLC | 567.0K | $26.85M | +27.7K | Added |
| 8 | Ameriprise Financial Inc | 557.0K | $26.37M | −370.7K | Reduced |
| 9 | Kestra Investment Management, LLC | 537.5K | $25.45M | +432.8K | Added |
| 10 | Morgan Stanley | 436.5K | $20.67M | −19.2K | Reduced |
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