CUSIP 46137V175S&P SML600 GWTRZGQ4 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 | Lpl Financial LLC | 106.1K | $5.77M |
| 2 | Horizon Family Wealth, Inc. | 72.6K | $3.95M |
| 3 | Morgan Stanley | 58.3K | $3.17M |
| 4 | Twelve Points Wealth Management LLC | 50.0K | $2.84M |
| 5 | Aqr Capital Management LLC | 37.2K | $2.02M |
| 6 | Bank Of America Corp /De/ | 24.0K | $1.31M |
| 7 | Osaic Holdings, Inc. | 23.9K | $1.30M |
| 8 | Commonwealth Equity Services, LLC | 22.2K | $1.21M |
| 9 |
| Farther Finance Advisors, LLC |
| 22.2K |
| $1.21M |
| 10 | Global View Capital Management LLC | 19.9K | $1.08M |