CUSIP 45783Y418EQUITY DEFI 2026AJANQ4 2025
Aggregate 13F value by quarter
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38 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 74.2K | $2.07M | −543 | Reduced |
| 2 | Lake Street Private Wealth, LLC | 55.0K | $1.53M | −8.7K | Reduced |
| 3 | Osaic Holdings, Inc. | 51.1K | $1.42M | −750 | Reduced |
| 4 | Bip Wealth, LLC | 46.5K | $1.29M |
| +46.5K |
| New |
| 5 | Mutual Advisors, LLC | 45.4K | $1.27M | 0 | Held |
| 6 | Kfg Wealth Management, LLC | 35.4K | $985.9K | −2.2K | Reduced |
| 7 | Focus Partners Wealth | 24.1K | $672.2K | 0 | Held |
| 8 | Hightower Advisors, LLC | 23.5K | $655.7K | −35 | Reduced |
| 9 | Cetera Investment Advisers | 23.1K | $643.9K | −2.0K | Reduced |
| 10 | Bernard Wealth Management Corp. | 23.0K | $641.1K | +75 | Added |
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