CUSIP 45784N619EQUITY MNGD 100BFRZQ4 2025
2 filings · latest Jan 6, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Vanweelden Wealth Management, LLC | 539.2K | $14.47M |
| 2 | Envestnet Asset Management Inc | 531.5K | $14.26M |
| 3 | Atx Financial Planning, LLC | 176.8K | $4.74M |
| 4 | Sigma Planning Corp | 168.8K | $4.53M |
| 5 | Triad Wealth Partners, LLC | 157.7K | $4.23M |
| 6 | Visionary Wealth Advisors | 137.9K | $3.70M |
| 7 | Brookstone Capital Management | 130.5K | $3.50M |
| 8 | Signal Advisors Wealth, LLC | 88.2K | $2.37M |
| 9 |
| Maia Wealth LLC |
| 84.2K |
| $2.26M |
| 10 | Harbour Investments, Inc. | 73.7K | $1.98M |