CUSIP 45784N510EQUITY DUAL DIRTDDTLQ4 2025
Aggregate 13F value by quarter
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35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1.82M | $38.06M | +39.9K | Added |
| 2 | Investment Management Corp /Va/ /Adv | 470.1K | $9.84M | −4.4K | Reduced |
| 3 | Safe Harbor Wealth Advisors, LLC | 383.3K | $8.03M | +383.3K | New Position |
| 4 | Commonwealth Equity Services, LLC | 249.1K |
| $5.21M |
| +12.1K |
| Added |
| 5 | Southland Equity Partners LLC | 153.9K | $3.22M | +1.9K | Added |
| 6 | Brookstone Capital Management | 84.7K | $1.77M | −4.6K | Reduced |
| 7 | Pinnacle Wealth Management Group, Inc. | 81.3K | $1.70M | 0 | Held |
| 8 | World Equity Group, Inc. | 70.2K | $1.47M | +53.1K | Added |
| 9 | Farther Finance Advisors, LLC | 69.6K | $1.46M | +69.6K | New |
| 10 | Corrado Advisors, LLC | 59.9K | $1.25M | −208 | Reduced |
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