CUSIP 46436E33820+ YEAR TR BDTLTWQ4 2025
3 filings · latest Jan 6, 2023
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.01M | $45.66M |
| 2 | Envestnet Asset Management Inc | 1.51M | $34.33M |
| 3 | Lpl Financial LLC | 1.24M | $28.20M |
| 4 | Cetera Investment Advisers | 1.17M | $26.48M |
| 5 | Morgan Stanley | 1.09M | $24.71M |
| 6 | Wealth Enhancement Advisory Services, LLC | 990.8K | $22.51M |
| 7 | Franklin Resources Inc | 738.7K | $16.75M |
| 8 | Prevail Innovative Wealth Advisors, LLC | 655.0K | $14.85M |
| 9 |
| Columbus Macro, LLC |
| 613.6K |
| $13.91M |
| 10 | Ubs Group AG | 591.9K | $13.42M |