CUSIP 46436E33820+ YEAR TR BDTLTWQ4 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/ | 2.01M | $45.66M | +51.5K | Added |
| 2 | Envestnet Asset Management Inc | 1.51M | $34.33M | +551.8K | Added |
| 3 | Lpl Financial LLC | 1.24M | $28.20M | +480.6K | Added |
| 4 | Cetera Investment Advisers | 1.17M | $26.48M |
| +289.7K |
| Added |
| 5 | Morgan Stanley | 1.09M | $24.71M | +541.4K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 990.8K | $22.51M | +109.2K | Added |
| 7 | Franklin Resources Inc | 738.7K | $16.75M | −140.2K | Reduced |
| 8 | Prevail Innovative Wealth Advisors, LLC | 655.0K | $14.85M | +165.4K | Added |
| 9 | Columbus Macro, LLC | 613.6K | $13.91M | −10.3K | Reduced |
| 10 | Ubs Group AG | 591.9K | $13.42M | +128.8K | Added |
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