CUSIP 45782C581US EQTY BUF NOVBNOVQ4 2025
Aggregate 13F value by quarter
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92 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 651.2K | $28.95M | +638.1K | Added |
| 2 | Lantz Financial LLC | 279.9K | $12.44M | +270.4K | Added |
| 3 | Cerity Partners LLC | 209.6K | $9.32M | +156.4K | Added |
| 4 | Osaic Holdings, Inc. | 182.2K | $8.10M |
| +45.4K |
| Added |
| 5 | Commonwealth Equity Services, LLC | 166.2K | $7.39M | +10.8K | Added |
| 6 | Lido Advisors, LLC | 117.3K | $5.22M | +117.3K | New |
| 7 | Raymond James Financial Inc | 105.3K | $4.68M | +9.3K | Added |
| 8 | Mcalister, Sweet & Associates, Inc. | 80.6K | $3.58M | +80.6K | New |
| 9 | Cetera Investment Advisers | 67.7K | $3.01M | +25.3K | Added |
| 10 | My Personal Cfo, LLC | 65.5K | $2.91M | +65.5K | New |
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