CUSIP 46431W606IT RT HDG HGYLHYGHQ4 2025
Aggregate 13F value by quarter
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97 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 268.7K | $23.16M | +11.5K | Added |
| 2 | Minichmacgregor Wealth Management, LLC | 130.7K | $11.27M | +8.6K | Added |
| 3 | Matauro, LLC | 111.4K | $9.60M | −9.9K | Reduced |
| 4 | Rooted Wealth Advisors, Inc. | 97.2K | $8.40M |
| +135 |
| Added |
| 5 | Raymond James Financial Inc | 83.9K | $7.23M | +34.3K | Added |
| 6 | Advisornet Financial, Inc | 76.1K | $6.56M | +22.8K | Added |
| 7 | Sound Income Strategies, LLC | 69.6K | $6.05M | −1.8K | Reduced |
| 8 | Capital Asset Advisory Services LLC | 68.9K | $5.96M | −2.3K | Reduced |
| 9 | Foundations Investment Advisors, LLC | 68.9K | $5.94M | +6.1K | Added |
| 10 | Axxcess Wealth Management, LLC | 68.3K | $5.89M | −2.8K | Reduced |
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