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CUSIP: 45784N775 | NYSE | 128 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Trek Financial, LLC322,618
0.4% of portfolio›$8.5M
Commonwealth Equity Services, LLC150,231
0.0% of portfolio›$4.0M
Alpine Bank Wealth Management115,000
0.4% of portfolio›$3.0M
Truist Financial Corp109,684
0.0% of portfolio›$2.9M
Blossom Wealth Management84,787
3.0% of portfolio›$2.2M
NovaPoint Capital, LLC84,101
0.5% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.73,568
0.0% of portfolio›$1.9M
Integrity Advisory Solutions, LLC66,465
0.2% of portfolio›$1.8M
Kestra Advisory Services, LLC62,354
0.0% of portfolio›$1.6M
Lineweaver Wealth Advisors, LLC60,931
0.2% of portfolio›$1.6M
Peak Wealth Management LLC60,330
1.1% of portfolio›$1.6M
Canandaigua National Bank & Trust Co58,836
0.1% of portfolio›$1.6M
Ashton Thomas Private Wealth, LLC56,848
0.0% of portfolio›$1.5M
Optima Capital LLC36,593
0.4% of portfolio›$965.1K
Heck Capital Advisors, LLC34,390
0.0% of portfolio›$907.0K
Brookstone Capital Management31,751
0.0% of portfolio›$837.4K
Archer Investment Corp29,756
0.1% of portfolio›$784.8K
Independent Financial Group, LLC26,217
0.0% of portfolio›$691.5K
IFP Advisors, Inc25,604
0.0% of portfolio›$675.3K
Axxcess Wealth Management, LLC24,825
0.0% of portfolio›$654.8K
Central Valley Advisors, LLC24,490
0.2% of portfolio›$645.9K
Chris Bulman Inc22,788
0.2% of portfolio›$601.0K
Colton Groome Financial Advisors, LLC21,003
0.1% of portfolio›$554.0K
IMG Wealth Management, Inc.20,198
0.3% of portfolio›$532.7K
Wealth Enhancement Advisory Services, LLC19,692
0.0% of portfolio›$520.5K
KFG Wealth Management, LLC19,250
0.1% of portfolio›$507.7K
Davenport & Co LLC18,743
0.0% of portfolio›$494.3K
Signaturefd, LLC17,000
0.0% of portfolio›$448.4K
Kelly Financial Group LLC16,185
0.1% of portfolio›$426.9K
Evolution Wealth Management Inc.15,910
0.2% of portfolio›$419.6K
Summit Wealth Group LLC / Co13,933
0.0% of portfolio›$367.5K
Cornerstone Wealth Group, LLC13,707
0.0% of portfolio›$361.5K
Cypress Wealth Services, LLC13,574
0.0% of portfolio›$359.1K
Fortune Financial Group, Inc.12,500
0.3% of portfolio›$329.7K
Souders Financial Advisors11,584
0.0% of portfolio›$305.5K
Crosspoint Financial, LLC11,441
0.6% of portfolio›$301.8K
Adamsbrown Wealth Consultants LLC10,665
0.1% of portfolio›$281.3K
Insight Wealth Partners, LLC10,487
0.0% of portfolio›$276.6K
Sagespring Wealth Partners, LLC10,471
0.0% of portfolio›$276.2K
Strategic Blueprint, LLC10,276
0.0% of portfolio›$271.0K
CGN Advisors LLC10,003
0.0% of portfolio›$263.8K
Oppenheimer & Co Inc10,000
0.0% of portfolio›$263.7K
PTM Wealth Management, LLC10,000
0.1% of portfolio›$264.6K
Farther Finance Advisors, LLC9,962
0.0% of portfolio›$262.7K
Concurrent Investment Advisors, LLC9,347
0.0% of portfolio›$246.5K
Five Pine Wealth Management9,157
0.1% of portfolio›$241.5K
Sovran Advisors, LLC7,837
0.0% of portfolio›$207.5K
CoreCap Advisors, LLC5,010
0.0% of portfolio›$132.1K
Harbor Investment Advisory, LLC4,190
0.0% of portfolio›$110.5K
Tounjian Advisory Partners, LLC2,941
0.0% of portfolio›$77.6K
Triumph Capital Management1,600
0.0% of portfolio›$42.2K
IFS Advisors, LLC1,556
0.0% of portfolio›$41.0K
Evermay Wealth Management LLC1,130
0.0% of portfolio›$29.8K
Latitude Advisors, LLC250
0.0% of portfolio›$6.6K
Capital Investment Advisory Services, LLC98
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
Trek Financial, LLC
322,618$8.5M0.4%ETFHighScottsdale, AZ2026-10-29
Commonwealth Equity Services, LLC
150,231$4.0M0.0%ETFLowWaltham, MA2026-11-02
Alpine Bank Wealth Management
115,000$3.0M0.4%ETFHighGrand Junction, CO2026-10-16
Truist Financial Corp
109,684$2.9M0.0%CoreLowCharlotte, NC2026-10-30
Blossom Wealth Management
84,787$2.2M3.0%GrowthLowSan Ramon, Ca, CA2026-11-03
NovaPoint Capital, LLC
84,101$2.2M0.5%CoreLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
73,568$1.9M0.0%ETFLowFairfield, IA2026-11-02
Integrity Advisory Solutions, LLC
66,465$1.8M0.2%ETFMediumDallas, TX2026-10-29
Kestra Advisory Services, LLC
62,354$1.6M0.0%CoreLowAustin, TX2026-11-02
Lineweaver Wealth Advisors, LLC
60,931$1.6M0.2%ETFLowValley View, OH2026-10-13
Peak Wealth Management LLC
60,330$1.6M1.1%ETFMediumNashua, NH2026-10-26
Canandaigua National Bank & Trust Co
58,836$1.6M0.1%CoreVery LowCanandaigua, NY2026-10-07
Ashton Thomas Private Wealth, LLC
56,848$1.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Optima Capital LLC
36,593$965.1K0.4%ETFHighPortland, OR2026-10-29
Heck Capital Advisors, LLC
34,390$907.0K0.0%ETFMediumRhinelander, WI2026-10-14
Brookstone Capital Management
31,751$837.4K0.0%ETFMediumWheaton, IL2026-10-22
Archer Investment Corp
29,756$784.8K0.1%CoreMediumCarmel, IN2026-11-05
Independent Financial Group, LLC
26,217$691.5K0.0%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
25,604$675.3K0.0%GrowthLowTampa, FL2026-10-16
Axxcess Wealth Management, LLC
24,825$654.8K0.0%CoreLowCarlsbad, CA2026-10-21
Central Valley Advisors, LLC
24,490$645.9K0.2%CoreLowSacramento, CA2026-10-27
Chris Bulman Inc
22,788$601.0K0.2%ETFLowRoseville, CA2026-10-20
Colton Groome Financial Advisors, LLC
21,003$554.0K0.1%ETFLowAsheville, NC2026-10-06
IMG Wealth Management, Inc.
20,198$532.7K0.3%ETFMediumJacksonville, FL2026-10-27
Wealth Enhancement Advisory Services, LLC
19,692$520.5K0.0%CoreLowPlymouth, MN2026-10-13
KFG Wealth Management, LLC
19,250$507.7K0.1%ETFMediumGranger, IN2026-10-16
Davenport & Co LLC
18,743$494.3K0.0%CoreMediumRichmond, VA2026-10-14
Signaturefd, LLC
17,000$448.4K0.0%IndexLowAtlanta, GA2026-10-23
Kelly Financial Group LLC
16,185$426.9K0.1%ETFLowWethersfield, CT2026-10-16
Evolution Wealth Management Inc.
15,910$419.6K0.2%ETFMediumFort Myers, FL2026-10-28
Summit Wealth Group LLC / Co
13,933$367.5K0.0%ETFHighColorado Springs, CO2026-10-29
Cornerstone Wealth Group, LLC
13,707$361.5K0.0%CoreMediumHuntersville, NC2026-11-02
Cypress Wealth Services, LLC
13,574$359.1K0.0%ETFLowPalm Desert, CA2026-10-21
Fortune Financial Group, Inc.
12,500$329.7K0.3%ETFHighNaples, FL2026-10-22
Souders Financial Advisors
11,584$305.5K0.0%ETFLowCincinnati, OH2026-11-03
Crosspoint Financial, LLC
11,441$301.8K0.6%ValueMediumTustin, CA2026-11-03
Adamsbrown Wealth Consultants LLC
10,665$281.3K0.1%ETFLowWichita, KS2026-10-20
Insight Wealth Partners, LLC
10,487$276.6K0.0%ETFLowPlano, TX2026-10-26
Sagespring Wealth Partners, LLC
10,471$276.2K0.0%ETFLowFranklin, TN2026-10-22
Strategic Blueprint, LLC
10,276$271.0K0.0%ETFLowAtlanta, GA2026-10-22
CGN Advisors LLC
10,003$263.8K0.0%ETFLowManhattan, KS2026-10-21
Oppenheimer & Co Inc
10,000$263.7K0.0%CoreLowNew York, NY2026-10-26
PTM Wealth Management, LLC
10,000$264.6K0.1%ETFLowNorth Wales, PA2026-10-23
Farther Finance Advisors, LLC
9,962$262.7K0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
9,347$246.5K0.0%GrowthMediumTampa, FL2026-10-16
Five Pine Wealth Management
9,157$241.5K0.1%ETFVery LowCoeur D Alene, ID2026-10-20
Sovran Advisors, LLC
7,837$207.5K0.0%ETFMediumSan Diego, CA2026-11-02
CoreCap Advisors, LLC
5,010$132.1K0.0%ETFMediumSouthfield, MI2026-10-08
Harbor Investment Advisory, LLC
4,190$110.5K0.0%GrowthLowLutherville, MD2026-10-13
Tounjian Advisory Partners, LLC
2,941$77.6K0.0%GrowthHighFort Myers, FL2026-11-04
Triumph Capital Management
1,600$42.2K0.0%ETFMediumDenver, CO2026-10-14
IFS Advisors, LLC
1,556$41.0K0.0%ETFLowOverland Park, KS2026-10-14
Evermay Wealth Management LLC
1,130$29.8K0.0%ETFLowArlington, VA2026-11-05
Latitude Advisors, LLC
250$6.6K0.0%ETFLowYorkville, IL2026-10-27
Capital Investment Advisory Services, LLC
98$2.6K0.0%CoreMediumRaleigh, NC2026-10-30