CUSIP 46436E569ESG SELECT SCREXVVQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
127 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 256.1K | $13.50M | +38.1K | Added |
| 2 | Becker Capital Management Inc | 230.9K | $12.17M | +5.0K | Added |
| 3 | Brown Advisory Inc | 184.0K | $9.70M | +24.5K | Added |
| 4 | Jnba Financial Advisors | 101.0K | $5.32M |
| Added |
| 5 | Drw Securities, LLC | 83.5K | $4.40M | +83.5K | New |
| 6 | Alpine Bank Wealth Management | 79.3K | $4.18M | −2.0K | Reduced |
| 7 | Wharton Business Group, LLC | 76.4K | $4.03M | 0 | Held |
| 8 | Franklin Resources Inc | 76.0K | $4.01M | 0 | Held |
| 9 | Ep Wealth Advisors, LLC | 71.6K | $3.78M | +60.4K | Added |
| 10 | Raymond James Financial Inc | 68.9K | $3.63M | −21.0K | Reduced |
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