CUSIP 46434V787YLD OPTIM BDBYLDQ4 2025
Aggregate 13F value by quarter
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65 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 943.6K | $21.49M | +95.5K | Added |
| 2 | Raymond James Financial Inc | 849.0K | $19.34M | +236.3K | Added |
| 3 | Focus Partners Wealth | 531.1K | $12.10M | +5.7K | Added |
| 4 | Bank Of America Corp /De/ | 381.2K | $8.68M |
| Added |
| 5 | Osaic Holdings, Inc. | 377.3K | $8.59M | +14.5K | Added |
| 6 | Trivium Point Advisory, LLC | 340.5K | $7.75M | −5.1K | Reduced |
| 7 | Mariner, LLC | 299.2K | $6.82M | +43.0K | Added |
| 8 | Envestnet Asset Management Inc | 231.2K | $5.27M | +130.3K | Added |
| 9 | Truist Financial Corp | 210.2K | $4.79M | +13.0K | Added |
| 10 | Cetera Investment Advisers | 198.1K | $4.51M | +127.9K | Added |
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