CUSIP 45782C433US EQTY BUFR FEBBFEBQ4 2025
Aggregate 13F value by quarter
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87 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 190.6K | $9.27M | −15.4K | Reduced |
| 2 | Berkshire Money Management, Inc. | 141.4K | $6.88M | −6 | Reduced |
| 3 | Hightower Advisors, LLC | 75.7K | $3.68M | −522 | Reduced |
| 4 | Commonwealth Equity Services, LLC | 70.7K | $3.44M |
| −18.5K |
| Reduced |
| 5 | My Personal Cfo, LLC | 68.3K | $3.32M | +68.3K | New |
| 6 | Bellwether Advisors, LLC | 68.2K | $3.32M | 0 | Held |
| 7 | Brookstone Capital Management | 64.5K | $3.14M | −546.8K | Reduced |
| 8 | Cetera Investment Advisers | 60.9K | $2.96M | −6.4K | Reduced |
| 9 | Cerity Partners LLC | 53.2K | $2.59M | −1.6K | Reduced |
| 10 | Mml Investors Services, LLC | 52.4K | $2.55M | +3.7K | Added |
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