CUSIP 46090A697S&P 500 EQUAL WERSPAQ4 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 | Invesco Ltd. | 4.38M | $223.00M |
| 2 | Lpl Financial LLC | 643.6K | $32.80M |
| 3 | Jones Financial Companies Lllp | 290.8K | $14.82M |
| 4 | Retirement Financial Solutions, LLC | 183.2K | $9.33M |
| 5 | Ubs Group AG | 166.6K | $8.49M |
| 6 | Jane Street Group, LLC | 143.4K | $7.31M |
| 7 | Cetera Investment Advisers | 123.9K | $6.32M |
| 8 | Wealthcare Advisory Partners LLC | 75.5K | $3.85M |
| 9 |
| Sageguard Financial Group, LLC |
| 73.2K |
| $3.73M |
| 10 | Compass Financial Services Inc | 71.1K | $3.62M |