CUSIP 461308108LOAD EQUITY FUNDAIVSXQ4 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 | North Star Asset Management Inc | 6.4K | $401.1K |
| 2 | Williams Jones Wealth Management, LLC. | 4.7K | $296.2K |
| 3 | Emprise Bank | 3.4K | $213.6K |
| 4 | Game Plan Financial Advisors, LLC | 2.7K | $171.5K |
| 5 | Westside Investment Management, Inc. | 1.3K | $79.3K |
| 6 | Estabrook Capital Management | 1.2K | $77.5K |
| 7 | Coston, Mcisaac & Partners | 5.7K | $357 |
| 8 | Motiv8 Investments LLC | 1.2K | $73 |