CUSIP 45782C292US EQT ULTRA BFUMAYQ4 2025
Aggregate 13F value by quarter
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44 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 147.7K | $5.40M | −9.7K | Reduced |
| 2 | Kestra Advisory Services, LLC | 67.1K | $2.45M | −3.2K | Reduced |
| 3 | Central Valley Advisors, LLC | 55.4K | $2.03M | −1 | Reduced |
| 4 | Castle Rock Wealth Management, LLC | 48.8K |
| $1.79M |
| −2.6K |
| Reduced |
| 5 | Osaic Holdings, Inc. | 44.6K | $1.63M | −8.3K | Reduced |
| 6 | Envestnet Asset Management Inc | 41.4K | $1.51M | −8.3K | Reduced |
| 7 | Commonwealth Equity Services, LLC | 40.0K | $1.46M | −4.6K | Reduced |
| 8 | Raymond James Financial Inc | 39.7K | $1.45M | +8.8K | Added |
| 9 | Cetera Investment Advisers | 37.3K | $1.36M | −3.1K | Reduced |
| 10 | Truist Financial Corp | 34.3K | $1.26M | −766 | Reduced |
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