CUSIP 44053A630EXPEDITION PLUSHBTAQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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20 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 1.54M | $44.54M | −584.5K | Reduced |
| 2 | Envestnet Asset Management Inc | 701.9K | $20.33M | +11.6K | Added |
| 3 | Cetera Investment Advisers | 547.4K | $15.86M | +13.1K | Added |
| 4 | Orion Porfolio Solutions, LLC | 114.1K | $3.31M |
| −3.5K |
| Reduced |
| 5 | Principal Securities, Inc. | 56.0K | $1.62M | +2.7K | Added |
| 6 | Certior Financial Group, LLC | 24.6K | $712.6K | −1.7K | Reduced |
| 7 | Envestnet Portfolio Solutions, Inc. | 24.2K | $700.8K | −2.0K | Reduced |
| 8 | Interactive Financial Advisors, Inc. | 19.1K | $553.2K | −2.0K | Reduced |
| 9 | Horizon Investments, LLC | 18.8K | $545.2K | −1.8K | Reduced |
| 10 | Old Mission Capital LLC | 17.5K | $508.0K | −15.1K | Reduced |
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