CUSIP 46438G471LARGE CAP MAX BUDMAXQ4 2025
Aggregate 13F value by quarter
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30 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bip Wealth, LLC | 836.1K | $22.30M | +836.1K | New |
| 2 | Crown Wealth Group, LLC | 482.0K | $12.86M | +80.7K | Added |
| 3 | Blackrock, Inc. | 400.0K | $10.67M | 0 | Held |
| 4 | Fc Advisory LLC | 97.3K | $2.59M |
| Added |
| 5 | Grantvest Financial Group LLC | 66.8K | $1.78M | +2.2K | Added |
| 6 | Morgan Stanley | 57.6K | $1.54M | +57.6K | New |
| 7 | Mercer Global Advisors Inc /Adv | 55.0K | $1.47M | +55.0K | New |
| 8 | Blue Sky Capital Consultants Group, Inc. | 48.7K | $1.30M | −2.1K | Reduced |
| 9 | Crewe Advisors LLC | 37.8K | $1.01M | 0 | Held |
| 10 | Atx Financial Planning, LLC | 34.8K | $928.8K | +34.8K | New Position |
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