CUSIP 45783Y855DEFINED WLT SHLDBALTQ4 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 | Jpmorgan Chase & Co | 4.03M | $134.91M |
| 2 | Osaic Holdings, Inc. | 2.44M | $81.80M |
| 3 | Wealthquest Corp | 2.36M | $79.17M |
| 4 | Raymond James Financial Inc | 2.00M | $67.01M |
| 5 | Cetera Investment Advisers | 1.53M | $51.24M |
| 6 | Foundations Investment Advisors, LLC | 1.23M | $41.10M |
| 7 | Envestnet Asset Management Inc | 1.11M | $37.34M |
| 8 | Commonwealth Equity Services, LLC | 1.11M | $37.09M |
| 9 |
| Orion Porfolio Solutions, LLC |
| 1.01M |
| $33.89M |
| 10 | Kingsview Wealth Management, LLC | 1.01M | $33.75M |