CUSIP 46438G612LARGE CAP MAX BUMAXJQ4 2025
5 filings · latest Jul 15, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 951.3K | $26.82M |
| 2 | Bip Wealth, LLC | 917.0K | $25.85M |
| 3 | Commonwealth Equity Services, LLC | 126.4K | $3.56M |
| 4 | Encompass More Asset Management | 113.2K | $3.19M |
| 5 | Client First Capital LLC | 77.2K | $2.18M |
| 6 | Fc Advisory LLC | 76.3K | $2.15M |
| 7 | Ashton Thomas Private Wealth, LLC | 71.8K | $2.02M |
| 8 | Panoramic Investment Advisors, LLC | 68.3K | $1.92M |
| 9 |
| 4 | Sep 10, 2024 | Blackrock Inc. | 13G/A | 6.3% | 400.0K | SEC |
| 5 | Aug 7, 2024 | Blackrock Inc. | 13G | 13.9% | 400.0K | SEC |
| Balboa Wealth Partners |
| 68.1K |
| $1.92M |
| 10 | Hightower Advisors, LLC | 60.4K | $1.70M |