CUSIP 45782C300US EQT ULTRA BFUJANQ4 2025
Aggregate 13F value by quarter
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101 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sonoma Allocations LLC | 388.8K | $16.98M | −38.4K | Reduced |
| 2 | Commonwealth Equity Services, LLC | 180.4K | $7.81M | −7.0K | Reduced |
| 3 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 134.6K | $5.82M | −70.9K | Reduced |
| 4 | Strategic Blueprint, LLC | 108.5K |
| $4.69M |
| −26.9K |
| Reduced |
| 5 | Osaic Holdings, Inc. | 101.6K | $4.39M | −23.1K | Reduced |
| 6 | Brookstone Capital Management | 90.8K | $3.93M | +8.5K | Added |
| 7 | Truist Financial Corp | 89.4K | $3.87M | −2.2K | Reduced |
| 8 | Clearstead Advisors, LLC | 83.8K | $3.62M | 0 | Held |
| 9 | Campbell Deegan Wealth Management, LLC | 81.4K | $3.52M | +81.4K | New |
| 10 | Berkshire Money Management, Inc. | 79.8K | $3.45M | 0 | Held |
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