IAI Holdings List

As of Dec 4, 2025

No.	Symbol	Name	% Weight	Shares
1	GS	The Goldman Sachs Group, Inc.	16.66%	304,720
2	MS	Morgan Stanley	13.93%	1,221,279
3	SPGI	S&P Global Inc.	10.20%	314,574
4	SCHW	The Charles Schwab Corporation	5.74%	926,338
5	HOOD	Robinhood Markets, Inc.	5.16%	577,234
6	CME	CME Group Inc.	4.65%	260,862
7	MCO	Moody's Corporation	4.28%	134,044
8	MSCI	MSCI Inc.	4.20%	119,105
9	NDAQ	Nasdaq, Inc.	4.10%	697,686
10	ICE	Intercontinental Exchange, Inc.	4.09%	393,668
11	COIN	Coinbase Global, Inc.	3.84%	215,014
12	LPLA	LPL Financial Holdings Inc.	2.97%	123,147
13	IBKR	Interactive Brokers Group, Inc.	2.95%	685,294
14	RJF	Raymond James Financial, Inc.	2.90%	273,163
15	CBOE	Cboe Global Markets, Inc.	2.68%	160,987
16	SF	Stifel Financial Corp.	1.29%	158,339
17	EVR	Evercore Inc.	1.28%	59,727
18	TW	Tradeweb Markets Inc.	1.26%	179,342
19	FDS	FactSet Research Systems Inc.	1.07%	58,626
20	HLI	Houlihan Lokey, Inc.	0.99%	84,282
21	JEF	Jefferies Financial Group Inc.	0.98%	255,253
22	MKTX	MarketAxess Holdings Inc.	0.62%	56,731
23	LAZ	Lazard, Inc.	0.61%	175,612
24	PIPR	Piper Sandler Companies	0.57%	25,844
25	MORN	Morningstar, Inc.	0.54%	38,189

As of Dec 4, 2025