CUSIP 45783Y111EQUITY DEFINED PZAUGQ4 2025
Aggregate 13F value by quarter
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71 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 349.4K | $9.33M | −2.6K | Reduced |
| 2 | Archer Investment Corp | 313.8K | $8.38M | −77.7K | Reduced |
| 3 | Legacy Cg, LLC | 281.2K | $7.51M | +501 | Added |
| 4 | Canandaigua National Bank & Trust Co | 142.2K | $3.80M |
| 0 |
| Held |
| 5 | Truist Financial Corp | 134.8K | $3.60M | 0 | Held |
| 6 | Commonwealth Equity Services, LLC | 125.7K | $3.36M | −4.8K | Reduced |
| 7 | Kestra Advisory Services, LLC | 107.9K | $2.88M | −1.1K | Reduced |
| 8 | Integrity Advisory Solutions, LLC | 76.5K | $2.04M | −306 | Reduced |
| 9 | Strategic Blueprint, LLC | 65.5K | $1.75M | −4.8K | Reduced |
| 10 | Cetera Investment Advisers | 64.5K | $1.72M | −7.6K | Reduced |
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