CUSIP 45782C805US EQT ULTRA BFUAPRQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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82 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 275.7K | $9.04M | −4.7K | Reduced |
| 2 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 163.6K | $5.36M | −87.9K | Reduced |
| 3 | Commonwealth Equity Services, LLC | 153.2K | $5.02M | −8.6K | Reduced |
| 4 | Osaic Holdings, Inc. | 145.6K |
| $4.77M |
| −8.6K |
| Reduced |
| 5 | Kfg Wealth Management, LLC | 133.8K | $4.39M | −44.0K | Reduced |
| 6 | Brookstone Capital Management | 100.8K | $3.30M | +14.5K | Added |
| 7 | Assuredpartners Investment Advisors, LLC | 98.3K | $3.22M | +98.3K | New |
| 8 | Berger Financial Group, Inc | 88.1K | $2.89M | −8.0K | Reduced |
| 9 | Kellett Wealth Advisors, LLC | 77.8K | $2.55M | −400 | Reduced |
| 10 | Truist Financial Corp | 76.7K | $2.51M | −12.6K | Reduced |
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