CUSIP 45782C664US EQTY BUF SEPBSEPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
114 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 592.5K | $29.18M | +31.4K | Added |
| 2 | Outlook Wealth Advisors, LLC | 402.8K | $19.84M | −2.9K | Reduced |
| 3 | Commonwealth Equity Services, LLC | 228.0K | $11.23M | −61.5K | Reduced |
| 4 | Osaic Holdings, Inc. | 222.8K | $10.97M |
| −14.8K |
| Reduced |
| 5 | Cerity Partners LLC | 179.6K | $8.84M | +539 | Added |
| 6 | Raymond James Financial Inc | 96.3K | $4.74M | +805 | Added |
| 7 | Cetera Investment Advisers | 87.2K | $4.29M | −2.4K | Reduced |
| 8 | Kestra Advisory Services, LLC | 78.5K | $3.87M | −95 | Reduced |
| 9 | Hightower Advisors, LLC | 72.7K | $3.58M | 0 | Held |
| 10 | Lantz Financial LLC | 63.5K | $3.13M | −317 | Reduced |
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