CUSIP 45783Y251EQUITY DEFINED PZJULQ4 2025
Aggregate 13F value by quarter
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89 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 274.9K | $7.99M | −8.4K | Reduced |
| 2 | Sovran Advisors, LLC | 267.4K | $7.80M | −94.6K | Reduced |
| 3 | Osaic Holdings, Inc. | 150.0K | $4.36M | −3.7K | Reduced |
| 4 | Hightower Advisors, LLC | 129.0K | $3.75M |
| 0 |
| Held |
| 5 | Canandaigua National Bank & Trust Co | 118.2K | $3.44M | −6.0K | Reduced |
| 6 | Cetera Investment Advisers | 106.8K | $3.10M | −9.7K | Reduced |
| 7 | Raymond James Financial Inc | 68.9K | $2.00M | +23.4K | Added |
| 8 | Kestra Advisory Services, LLC | 66.8K | $1.94M | −7.3K | Reduced |
| 9 | Captrust Financial Advisors | 65.5K | $1.90M | +8.0K | Added |
| 10 | Stratos Wealth Advisors, LLC | 54.5K | $1.58M | −666 | Reduced |
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