CUSIP 46090A705S&P500 DOWNSIDPHDGQ4 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 | Geneos Wealth Management Inc. | 91.0K | $3.41M |
| 2 | Asset Allocation Strategies LLC | 85.0K | $3.18M |
| 3 | Blueprint Financial Advisors LLC | 78.4K | $2.94M |
| 4 | Blueprint Investment Partners LLC | 78.4K | $2.94M |
| 5 | Lpl Financial LLC | 74.6K | $2.79M |
| 6 | Old Mission Capital LLC | 63.9K | $2.39M |
| 7 | Lunt Capital Management, Inc. | 50.4K | $1.89M |
| 8 | Wfa Of San Diego, LLC | 49.5K | $1.85M |
| 9 |
| Private Advisor Group, LLC |
| 48.6K |
| $1.82M |
| 10 | Kovack Advisors, Inc. | 35.4K | $1.33M |