CUSIP 46137V217S&P MDCP400 PRRFGQ4 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 | 221.7K | $11.63M |
| 2 | New England Private Wealth Advisors LLC | 185.6K | $9.73M |
| 3 | Lpl Financial LLC | 185.0K | $9.70M |
| 4 | Coldstream Capital Management Inc | 75.0K | $3.93M |
| 5 | Twelve Points Wealth Management LLC | 69.4K | $3.83M |
| 6 | Wells Fargo & Company/Mn | 68.0K | $3.57M |
| 7 | Bank Of America Corp /De/ | 56.2K | $2.95M |
| 8 | Compton Wealth Advisory Group, LLC | 47.5K | $2.49M |
| 9 |
| Ameritas Advisory Services, LLC |
| 44.5K |
| $2.33M |
| 10 | Commonwealth Equity Services, LLC | 42.6K | $2.24M |