CUSIP 46138E495PURBTA 0 5 YRPBTPQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
29 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 792.1K | $20.53M | +4.6K | Added |
| 2 | Tidemark, LLC | 210.2K | $5.45M | +12.3K | Added |
| 3 | Commonwealth Equity Services, LLC | 175.8K | $4.56M | −22.6K | Reduced |
| 4 | Bank Of America Corp /De/ | 93.2K | $2.42M |
| +4.9K |
| Added |
| 5 | Sowell Financial Services LLC | 79.8K | $2.07M | +873 | Added |
| 6 | Goldman Sachs Group Inc | 60.9K | $1.58M | +21.0K | Added |
| 7 | Envestnet Asset Management Inc | 47.9K | $1.24M | +269 | Added |
| 8 | Creative Financial Designs Inc /Adv | 45.5K | $1.18M | −319 | Reduced |
| 9 | Raymond James Financial Inc | 43.7K | $1.13M | +441 | Added |
| 10 | Kelly Financial Services LLC | 35.5K | $921.0K | −161.0K | Reduced |
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