CUSIP 45783Y673QUITY MANAGD FLRSFLRQ4 2025
4 filings · latest Dec 5, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.85M | $215.59M |
| 2 | Lpl Financial LLC | 4.26M | $156.93M |
| 3 | Commonwealth Equity Services, LLC | 1.93M | $71.08M |
| 4 | Kingsview Wealth Management, LLC | 1.89M | $69.54M |
| 5 | Chicago Partners Investment Group LLC | 1.36M | $50.17M |
| 6 | Delta Investment Management, LLC | 585.1K | $21.57M |
| 7 | Liberty Atlantic Advisors LLC | 555.4K | $20.48M |
| 8 | Osaic Holdings, Inc. | 495.5K | $18.26M |
| 4 | Aug 8, 2023 | Foundations Investment Advisors, LLC | 13G | 52.7% | 1.11M | SEC |
| 9 |
| Wetzel Investment Advisors, Inc. |
| 436.5K |
| $16.10M |
| 10 | Envestnet Asset Management Inc | 406.3K | $14.98M |