CUSIP 46435G433MSCI USA SMCP MNSMMVQ4 2025
Aggregate 13F value by quarter
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120 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | $54.43M | +243 | Added |
| 2 | Mercer Global Advisors Inc /Adv | 437.1K | $18.94M | −16.5K | Reduced |
| 3 | Wells Fargo & Company/Mn | 402.8K | $17.45M | −489 | Reduced |
| 4 | Wealth Management Resources, Inc. | 280.8K | $12.17M |
| −11.0K |
| Reduced |
| 5 | Raymond James Financial Inc | 259.1K | $11.23M | −5.2K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 171.8K | $7.44M | −4.8K | Reduced |
| 7 | Lpl Financial LLC | 165.0K | $7.15M | +6.3K | Added |
| 8 | Brickley Wealth Management | 127.1K | $5.51M | +71 | Added |
| 9 | Creative Planning | 80.0K | $3.46M | −8.2K | Reduced |
| 10 | Kestra Advisory Services, LLC | 73.5K | $3.19M | −4.0K | Reduced |
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