CUSIP 45784N742EQUITY DEFINED PZMARQ4 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 | Caliber Wealth Management, LLC / Ks | 794.2K | $21.84M |
| 2 | Commonwealth Equity Services, LLC | 124.3K | $3.42M |
| 3 | Raymond James Financial Inc | 113.1K | $3.11M |
| 4 | Composition Wealth, LLC | 79.7K | $2.19M |
| 5 | Lineweaver Wealth Advisors, LLC | 57.3K | $1.58M |
| 6 | Kestra Advisory Services, LLC | 46.2K | $1.27M |
| 7 | Cetera Investment Advisers | 44.7K | $1.23M |
| 8 | Archer Investment Corp | 43.2K | $1.19M |
| 9 |
| Old Mission Capital LLC |
| 39.7K |
| $1.09M |
| 10 | Ae Wealth Management LLC | 38.9K | $1.07M |