CUSIP 45783Y889US EQT ACLRTD 9XBJLQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
51 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1.08M | $41.20M | −23.7K | Reduced |
| 2 | Cetera Investment Advisers | 254.5K | $9.74M | −1.9K | Reduced |
| 3 | Welch Financial Planning, LLC | 174.6K | $6.68M | +174.6K | New Position |
| 4 | Hightower Advisors, LLC | 132.0K | $5.05M |
| 0 |
| Held |
| 5 | Mattson Financial Services, LLC | 120.6K | $4.62M | −4.5K | Reduced |
| 6 | Brown Financial Advisors | 113.1K | $4.33M | −2.3K | Reduced |
| 7 | Osaic Holdings, Inc. | 102.8K | $3.93M | −1.9K | Reduced |
| 8 | Blue Bell Private Wealth Management, LLC | 86.4K | $3.30M | −970 | Reduced |
| 9 | Weaver Consulting Group | 69.7K | $2.67M | −426 | Reduced |
| 10 | Millington Financial Advisors, LLC | 62.4K | $2.40M | +1.7K | Added |
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