CUSIP 45784N601EQUITY DEF PRO 2AOCTQ4 2025
Aggregate 13F value by quarter
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30 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legacy Cg, LLC | 658.2K | $17.49M | −13.3K | Reduced |
| 2 | Raymond James Financial Inc | 183.6K | $4.88M | −7.4K | Reduced |
| 3 | Commonwealth Equity Services, LLC | 104.7K | $2.78M | −1.8K | Reduced |
| 4 | Brookstone Capital Management | 81.7K | $2.17M |
| −16.0K |
| Reduced |
| 5 | Hightower Advisors, LLC | 64.7K | $1.72M | −3.0K | Reduced |
| 6 | Allworth Financial LP | 43.6K | $1.16M | +43.6K | New |
| 7 | Tradition Wealth Management, LLC | 39.5K | $1.05M | +3.8K | Added |
| 8 | Capasso Planning Partners LLC | 30.7K | $816.7K | −114 | Reduced |
| 9 | Continuum Wealth Advisors, LLC | 27.0K | $718.0K | −4.0K | Reduced |
| 10 | Cetera Investment Advisers | 25.5K | $678.1K | −3.4K | Reduced |
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