CUSIP 45783Y442U S EQ 10 BUFFERZALTQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthquest Corp | 3.10M | $101.07M |
| 2 | Osaic Holdings, Inc. | 1.46M | $47.56M |
| 3 | Hollencrest Capital Management | 1.22M | $39.87M |
| 4 | Captrust Financial Advisors | 863.6K | $28.13M |
| 5 | Grant Street Asset Management, Inc. | 828.9K | $27.00M |
| 6 | Raymond James Financial Inc | 656.4K | $21.38M |
| 7 | Newedge Advisors, LLC | 541.9K | $17.65M |
| 8 | Central Valley Advisors, LLC | 431.4K | $14.05M |
| 9 |
| Cra Financial Services, LLC |
| 396.3K |
| $12.91M |
| 10 | Commonwealth Equity Services, LLC | 367.9K | $11.98M |