CUSIP 45782C789US EQTY BUFR JULBJULQ4 2025
Aggregate 13F value by quarter
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125 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cofg Advisors, LLC | 368.4K | $18.70M | +368.4K | New Position |
| 2 | Integral Investment Advisors, Inc. | 282.0K | $14.32M | +13.2K | Added |
| 3 | Osaic Holdings, Inc. | 204.5K | $10.38M | −21.9K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 204.4K | $10.37M |
| −20.4K |
| Reduced |
| 5 | Hightower Advisors, LLC | 167.7K | $8.51M | −6.5K | Reduced |
| 6 | Cerity Partners LLC | 164.2K | $8.34M | −9.3K | Reduced |
| 7 | Cetera Investment Advisers | 121.8K | $6.18M | +1.4K | Added |
| 8 | Rothschild Investment LLC | 92.5K | $4.70M | −1.8K | Reduced |
| 9 | Bellwether Advisors, LLC | 75.5K | $3.83M | 0 | Held |
| 10 | My Personal Cfo, LLC | 53.8K | $2.73M | +53.8K | New |
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