CUSIP 46654Q724HEDGED EQUITY LAHELOQ4 2025
Aggregate 13F value by quarter
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370 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.19M | $211.88M | +549.6K | Added |
| 2 | Forvis Mazars Wealth Advisors, LLC | 2.64M | $175.17M | +243.0K | Added |
| 3 | Bank Of America Corp /De/ | 2.21M | $147.09M | +161.0K | Added |
| 4 | Wealth Enhancement Advisory Services, LLC | 2.02M | $135.39M |
| +99.0K |
| Added |
| 5 | Bank Of New York Mellon Corp | 2.03M | $134.58M | +279.2K | Added |
| 6 | Osaic Holdings, Inc. | 1.99M | $131.94M | −910.8K | Reduced |
| 7 | Envestnet Asset Management Inc | 1.87M | $124.54M | −892.2K | Reduced |
| 8 | Raymond James Financial Inc | 1.74M | $115.73M | +365.6K | Added |
| 9 | Cgc Financial Services, LLC | 1.09M | $72.29M | +2.2K | Added |
| 10 | Legacy Financial Group LLC | 960.6K | $64.11M | −461 | Reduced |
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