CUSIP 45784N650EQUITY DEFINED PZMAYQ4 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 | Wealthcare Asset Management, LLC | 272.7K | $6.84M |
| 2 | Raymond James Financial Inc | 65.7K | $1.67M |
| 3 | Commonwealth Equity Services, LLC | 51.4K | $1.31M |
| 4 | Susquehanna International Group, LLP | 40.7K | $1.04M |
| 5 | Osaic Holdings, Inc. | 36.5K | $928.0K |
| 6 | Lineweaver Wealth Advisors, LLC | 34.8K | $885.4K |
| 7 | Kingswood Wealth Advisors, LLC | 31.4K | $799.0K |
| 8 | Kestra Advisory Services, LLC | 29.0K | $737.5K |
| 9 |
| Central Valley Advisors, LLC |
| 25.8K |
| $655.7K |
| 10 | Farther Finance Advisors, LLC | 24.7K | $627.0K |