CUSIP 46438G455LARGE CAP MAX BUMMAXQ4 2025
4 filings · latest Jan 21, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 400.0K | $10.49M |
| 2 | J. L. Bainbridge & Co., Inc. | 156.8K | $4.11M |
| 3 | Bip Wealth, LLC | 103.5K | $2.72M |
| 4 | Jim Saulnier & Associates, LLC | 101.6K | $2.66M |
| 5 | Fc Advisory LLC | 64.2K | $1.68M |
| 6 | Crewe Advisors LLC | 61.7K | $1.62M |
| 7 | Old Mission Capital LLC | 29.7K | $780.3K |
| 8 | Susquehanna International Group, LLP | 23.5K | $616.2K |
| 9 |
| 4 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G | 32.3% | 400.0K | SEC |
| Captrust Financial Advisors |
| 14.7K |
| $386.7K |
| 10 | Grantvest Financial Group LLC | 11.7K | $306.2K |