CUSIP 45782C839US EQT ULTRA BFUJULQ4 2025
Aggregate 13F value by quarter
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79 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 289.0K | $11.20M | −34.5K | Reduced |
| 2 | Raymond James Financial Inc | 279.5K | $10.83M | +568 | Added |
| 3 | Kestra Advisory Services, LLC | 250.5K | $9.71M | −144 | Reduced |
| 4 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 165.2K |
| $6.40M |
| −104.9K |
| Reduced |
| 5 | Wealth Enhancement Advisory Services, LLC | 135.7K | $5.29M | −85 | Reduced |
| 6 | Kfg Wealth Management, LLC | 133.4K | $5.17M | −41.3K | Reduced |
| 7 | Brookstone Capital Management | 85.4K | $3.31M | −1.55M | Reduced |
| 8 | Foundations Investment Advisors, LLC | 74.6K | $2.89M | +58.5K | Added |
| 9 | Img Wealth Management, Inc. | 64.4K | $2.50M | −683 | Reduced |
| 10 | Commonwealth Equity Services, LLC | 63.2K | $2.45M | −4.3K | Reduced |
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