CUSIP 45783Y442U S EQ 10 BUFFERZALTQ4 2025
Aggregate 13F value by quarter
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90 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthquest Corp | 3.10M | $101.07M | +269.4K | Added |
| 2 | Osaic Holdings, Inc. | 1.46M | $47.56M | +4.5K | Added |
| 3 | Hollencrest Capital Management | 1.22M | $39.87M | +69.6K | Added |
| 4 | Captrust Financial Advisors | 863.6K | $28.13M |
| −33.7K |
| Reduced |
| 5 | Grant Street Asset Management, Inc. | 828.9K | $27.00M | +55.6K | Added |
| 6 | Raymond James Financial Inc | 656.4K | $21.38M | −19.9K | Reduced |
| 7 | Newedge Advisors, LLC | 541.9K | $17.65M | +94.1K | Added |
| 8 | Central Valley Advisors, LLC | 431.4K | $14.05M | +4.9K | Added |
| 9 | Cra Financial Services, LLC | 396.3K | $12.91M | +16.4K | Added |
| 10 | Commonwealth Equity Services, LLC | 367.9K | $11.98M | +39.3K | Added |
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