CUSIP 47804J107MLTFCTR LRG CAPJHMLQ4 2025
Aggregate 13F value by quarter
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99 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Grimes & Co Wealth Management, LLC | 1.58M | $126.41M | −25.1K | Reduced |
| 2 | Ameriprise Financial Inc | 1.35M | $108.07M | +8.3K | Added |
| 3 | Lpl Financial LLC | 1.05M | $84.15M | −5.2K | Reduced |
| 4 | Wells Fargo & Company/Mn | 935.7K | $74.71M |
| −7.4K |
| Reduced |
| 5 | Sanchez Wealth Management Group | 498.4K | $39.80M | −4.0K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 470.6K | $37.58M | −299 | Reduced |
| 7 | Raymond James Financial Inc | 440.6K | $35.18M | +2.0K | Added |
| 8 | Morgan Stanley | 421.7K | $33.67M | −21.0K | Reduced |
| 9 | Envestnet Asset Management Inc | 350.1K | $27.96M | −160.7K | Reduced |
| 10 | Bank Of America Corp /De/ | 281.4K | $22.47M | −5.4K | Reduced |
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