CUSIP 46137V191S&P MDCP400 VLRFVQ4 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 | Morgan Stanley | 178.4K | $22.80M |
| 2 | Lpl Financial LLC | 169.2K | $21.62M |
| 3 | Stratos Wealth Advisors, LLC | 79.4K | $10.15M |
| 4 | Royal Bank Of Canada | 62.0K | $7.93M |
| 5 | Raymond James Financial Inc | 50.5K | $6.45M |
| 6 | Sanctuary Advisors, LLC | 49.7K | $6.35M |
| 7 | Bank Of America Corp /De/ | 43.1K | $5.51M |
| 8 | Commonwealth Equity Services, LLC | 37.6K | $4.80M |
| 9 |
| Cetera Investment Advisers |
| 37.3K |
| $4.77M |
| 10 | Merit Financial Group, LLC | 29.4K | $3.76M |