CUSIP 46438G455LARGE CAP MAX BUMMAXQ4 2025
Aggregate 13F value by quarter
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16 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 400.0K | $10.49M | 0 | Held |
| 2 | J. L. Bainbridge & Co., Inc. | 156.8K | $4.11M | −1.3K | Reduced |
| 3 | Bip Wealth, LLC | 103.5K | $2.72M | +103.5K | New |
| 4 | Jim Saulnier & Associates, LLC | 101.6K | $2.66M |
| +1.3K |
| Added |
| 5 | Fc Advisory LLC | 64.2K | $1.68M | +451 | Added |
| 6 | Crewe Advisors LLC | 61.7K | $1.62M | 0 | Held |
| 7 | Old Mission Capital LLC | 29.7K | $780.3K | −585 | Reduced |
| 8 | Susquehanna International Group, LLP | 23.5K | $616.2K | −51.1K | Reduced |
| 9 | Captrust Financial Advisors | 14.7K | $386.7K | 0 | Held |
| 10 | Grantvest Financial Group LLC | 11.7K | $306.2K | +11 | Added |
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