CUSIP 46438G612LARGE CAP MAX BUMAXJQ4 2025
Aggregate 13F value by quarter
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48 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 951.3K | $26.82M | −11.4K | Reduced |
| 2 | Bip Wealth, LLC | 917.0K | $25.85M | +899.4K | Added |
| 3 | Commonwealth Equity Services, LLC | 126.4K | $3.56M | +516 | Added |
| 4 | Encompass More Asset Management | 113.2K | $3.19M |
| −218 |
| Reduced |
| 5 | Client First Capital LLC | 77.2K | $2.18M | +861 | Added |
| 6 | Fc Advisory LLC | 76.3K | $2.15M | −1.3K | Reduced |
| 7 | Ashton Thomas Private Wealth, LLC | 71.8K | $2.02M | +11.3K | Added |
| 8 | Panoramic Investment Advisors, LLC | 68.3K | $1.92M | 0 | Held |
| 9 | Balboa Wealth Partners | 68.1K | $1.92M | −6.8K | Reduced |
| 10 | Hightower Advisors, LLC | 60.4K | $1.70M | −421 | Reduced |
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