CUSIP 45784N106EQUITY DEFINED PZSEPQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
79 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Signaturefd, LLC | 282.8K | $7.57M | 0 | Held |
| 2 | Legacy Cg, LLC | 271.7K | $7.28M | +2.5K | Added |
| 3 | Ae Wealth Management LLC | 176.7K | $4.73M | −2.8K | Reduced |
| 4 | Kestra Advisory Services, LLC | 170.8K | $4.57M |
| −2.8K |
| Reduced |
| 5 | Commonwealth Equity Services, LLC | 159.6K | $4.27M | −22.6K | Reduced |
| 6 | Truist Financial Corp | 129.4K | $3.47M | −175 | Reduced |
| 7 | Hightower Advisors, LLC | 118.2K | $3.16M | −29.2K | Reduced |
| 8 | Kfg Wealth Management, LLC | 115.1K | $3.08M | −1.3K | Reduced |
| 9 | Noble Wealth Management Pbc | 110.3K | $2.95M | −56.1K | Reduced |
| 10 | Csenge Advisory Group | 87.7K | $2.35M | +3.3K | Added |
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