CUSIP 45784N593EQUITY AUTOCALLAACEIQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Delta Investment Management, LLC | 112.5K | $2.77M | +112.5K | New |
| 2 | Trek Financial, LLC | 46.5K | $1.15M | +46.5K | New |
| 3 | Winnow Wealth LLC | 35.1K | $876.9K | +35.1K | New |
| 4 | Brookstone Capital Management | 30.6K | $754.4K |
| +30.6K |
| New |
| 5 | Maia Wealth LLC | 27.9K | $677.6K | +16.7K | Added |
| 6 | Soltis Investment Advisors LLC | 13.6K | $334.5K | +13.6K | New |
| 7 | Silver Oak Securities, Incorporated | 9.9K | $247.7K | +9.9K | New |
| 8 | Commonwealth Equity Services, LLC | 8.5K | $209.4K | +8.5K | New |
| 9 | Cwm, LLC | 44.7K | $1.1K | +44.7K | New |
| 10 | Ifp Advisors, Inc | 10 | $246 | +10 | New |