CUSIP 46137V274S&P500 EQL UTLRSPUQ4 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 | 586.9K | $43.89M |
| 2 | Bank Of America Corp /De/ | 416.1K | $31.12M |
| 3 | Morgan Stanley | 260.3K | $19.46M |
| 4 | Raymond James Financial Inc | 139.3K | $10.42M |
| 5 | Osaic Holdings, Inc. | 111.1K | $8.32M |
| 6 | Kestra Advisory Services, LLC | 111.2K | $8.31M |
| 7 | Denver Wealth Management, Inc. | 95.2K | $7.12M |
| 8 | Studio Investment Management LLC | 94.4K | $7.06M |
| 9 |
| Newedge Advisors, LLC |
| 92.1K |
| $6.89M |
| 10 | Bogart Wealth, LLC | 60.2K | $4.50M |