CUSIP 46137V266S&P500 PUR GWTRPGQ4 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 | 1.40M | $65.42M |
| 2 | Wells Fargo & Company/Mn | 1.03M | $47.95M |
| 3 | Lpl Financial LLC | 1.02M | $47.55M |
| 4 | Bank Of America Corp /De/ | 924.6K | $43.16M |
| 5 | Marquette Asset Management, LLC | 703.2K | $32.82M |
| 6 | Financial Security Advisor, Inc. | 686.7K | $32.05M |
| 7 | Hightower Advisors, LLC | 629.5K | $29.38M |
| 8 | New England Private Wealth Advisors LLC | 586.7K | $27.38M |
| 9 |
| Ubs Group AG |
| 552.4K |
| $25.78M |
| 10 | Raymond James Financial Inc | 468.3K | $21.86M |