CUSIP 45782C391US EQTY BUFR MARBMARQ4 2025
Aggregate 13F value by quarter
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100 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Macroview Investment Management LLC | 138.5K | $7.34M | 0 | Held |
| 2 | Commonwealth Equity Services, LLC | 117.0K | $6.21M | −8.8K | Reduced |
| 3 | Osaic Holdings, Inc. | 109.1K | $5.79M | −10.9K | Reduced |
| 4 | Hightower Advisors, LLC | 100.3K | $5.32M |
| −269 |
| Reduced |
| 5 | Retirement Planning Group, LLC | 89.2K | $4.73M | −2.0K | Reduced |
| 6 | Valtinson Bruner Financial Planning LLC | 76.1K | $4.04M | −1.6K | Reduced |
| 7 | Cerity Partners LLC | 71.0K | $3.77M | −14.3K | Reduced |
| 8 | Raymond James Financial Inc | 62.8K | $3.33M | −30 | Reduced |
| 9 | My Personal Cfo, LLC | 48.3K | $2.56M | +48.3K | New |
| 10 | Cetera Investment Advisers | 39.3K | $2.08M | −2.7K | Reduced |
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