CUSIP 46090A721AAA CLO FLTNG RTICLOQ4 2025
6 filings · latest Feb 6, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 3.38M | $86.48M |
| 2 | Invesco Ltd. | 1.61M | $41.11M |
| 3 | Bank Of New York Mellon Corp | 1.10M | $28.13M |
| 4 | Ae Wealth Management LLC | 990.9K | $25.32M |
| 5 | Modern Wealth Management, LLC | 399.9K | $10.22M |
| 6 | Private Advisor Group, LLC | 389.8K | $9.96M |
| 7 | Kingsview Wealth Management, LLC | 337.3K | $8.62M |
| 8 | Flagship Harbor Advisors, LLC | 306.1K | $7.82M |
| 9 |
| 4 | Oct 28, 2025 | Bank Of New York Mellon Corp | 13G/A | 7.5% | 1.10M | SEC |
| 5 | Jul 18, 2025 | Bank Of New York Mellon Corp | 13G/A | 8.8% | 1.09M | SEC |
| 6 | Apr 21, 2025 | Bank Of New York Mellon Corp | 13G | 7.6% | 1.06M | SEC |
| Rooted Wealth Advisors, Inc. |
| 241.1K |
| $6.16M |
| 10 | Wealth Enhancement Advisory Services, LLC | 203.8K | $5.21M |