CUSIP 46438G588LARGE CAP MAX BUSMAXQ4 2025
Aggregate 13F value by quarter
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32 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 1.83M | $49.42M | +473.8K | Added |
| 2 | Client First Capital LLC | 187.5K | $5.05M | +328 | Added |
| 3 | Bip Wealth, LLC | 164.7K | $4.44M | +164.7K | New |
| 4 | Raymond James Financial Inc | 94.7K | $2.55M |
| +94.7K |
| New |
| 5 | Grantvest Financial Group LLC | 81.3K | $2.19M | +26.0K | Added |
| 6 | Fc Advisory LLC | 80.8K | $2.18M | +54.8K | Added |
| 7 | Goldman Sachs Group Inc | 52.4K | $1.41M | +17.4K | Added |
| 8 | Susquehanna International Group, LLP | 51.3K | $1.38M | +51.3K | New |
| 9 | Amplius Wealth Advisors, LLC | 48.1K | $1.30M | 0 | Held |
| 10 | Crewe Advisors LLC | 38.1K | $1.03M | +3.7K | Added |
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