CUSIP 45782C326US EQTY BUFR MAYBMAYQ4 2025
Aggregate 13F value by quarter
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84 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 209.1K | $9.37M | +22.9K | Added |
| 2 | Valtinson Bruner Financial Planning LLC | 200.8K | $9.00M | −10.3K | Reduced |
| 3 | Osaic Holdings, Inc. | 117.1K | $5.25M | −7.7K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 109.7K | $4.92M |
| −33.5K |
| Reduced |
| 5 | Cerity Partners LLC | 97.2K | $4.36M | +2.1K | Added |
| 6 | Blue Bell Private Wealth Management, LLC | 69.1K | $3.10M | −947 | Reduced |
| 7 | Envestnet Asset Management Inc | 60.3K | $2.70M | −8.9K | Reduced |
| 8 | Mml Investors Services, LLC | 44.5K | $2.00M | +1.8K | Added |
| 9 | Focus Financial Network, Inc. | 43.9K | $1.97M | −134 | Reduced |
| 10 | Beck Capital Management, LLC | 41.4K | $1.86M | −961 | Reduced |
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