CUSIP 45782C649US EQTY ULTRA BUSEPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
79 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.62M | $63.64M | +28.1K | Added |
| 2 | Kellett Wealth Advisors, LLC | 589.2K | $23.18M | −12.1K | Reduced |
| 3 | Sovran Advisors, LLC | 535.3K | $21.18M | −86.5K | Reduced |
| 4 | Signaturefd, LLC | 194.3K | $7.64M |
| 0 |
| Held |
| 5 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 140.0K | $5.51M | −10.9K | Reduced |
| 6 | Kestra Advisory Services, LLC | 106.0K | $4.17M | −878 | Reduced |
| 7 | Osaic Holdings, Inc. | 97.7K | $3.84M | +343 | Added |
| 8 | Kfg Wealth Management, LLC | 94.9K | $3.73M | −4.0K | Reduced |
| 9 | Commonwealth Equity Services, LLC | 93.7K | $3.68M | +2.1K | Added |
| 10 | Spire Wealth Management | 80.6K | $3.17M | −4.7K | Reduced |
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