CUSIP 46137V118GBL LISTED PVTPSPQ4 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 | Bank Of America Corp /De/ | 304.0K | $20.39M |
| 2 | Raymond James Financial Inc | 287.9K | $19.31M |
| 3 | Morgan Stanley | 206.3K | $13.84M |
| 4 | Endowment Wealth Management, Inc. | 203.6K | $13.65M |
| 5 | Wells Fargo & Company/Mn | 128.1K | $8.60M |
| 6 | Lpl Financial LLC | 106.0K | $7.11M |
| 7 | Beta Wealth Group, Inc. | 105.3K | $7.06M |
| 8 | Sbe LLC Dba Cedar Cove Wealth Partners | 94.4K | $6.33M |
| 9 |
| Axxcess Wealth Management, LLC |
| 74.3K |
| $4.99M |
| 10 | Crestwood Advisors Group, LLC | 70.0K | $4.70M |