CUSIP 45782C375US EQT ULTRA BFUMARQ4 2025
6 filings · latest Dec 2, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lantz Financial LLC | 193.9K | $7.75M |
| 2 | Mgo One Seven LLC | 186.3K | $7.44M |
| 3 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 137.4K | $5.49M |
| 4 | Kfg Wealth Management, LLC | 128.8K | $5.15M |
| 5 | Commonwealth Equity Services, LLC | 83.1K | $3.32M |
| 6 | Osaic Holdings, Inc. | 81.6K | $3.26M |
| 7 | Kestra Advisory Services, LLC | 77.2K | $3.08M |
| 8 | Central Valley Advisors, LLC | 68.4K | $2.73M |
| 4 | Apr 2, 2024 | Brookstone Capital Management | 13G | 13.4% | 559.1K | SEC |
| 5 | Aug 4, 2023 | Brookstone Capital Management | 13G/A | 0.6% | 12.3K | SEC |
| 6 | Jul 6, 2023 | Brookstone Capital Management | 13G | 16.9% | 437.6K | SEC |
| 9 |
| Cetera Investment Advisers |
| 60.3K |
| $2.41M |
| 10 | Truist Financial Corp | 45.3K | $1.81M |