CUSIP 46137V290S&P500 EQL RELRSPRQ4 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 | Ifp Advisors, Inc | 281.9K | $9.48M |
| 2 | Raymond James Financial Inc | 174.2K | $5.86M |
| 3 | Lpl Financial LLC | 109.9K | $3.70M |
| 4 | Morgan Stanley | 101.6K | $3.42M |
| 5 | Bank Of America Corp /De/ | 63.6K | $2.14M |
| 6 | Sound Income Strategies, LLC | 53.0K | $1.86M |
| 7 | Equitable Holdings, Inc. | 48.4K | $1.63M |
| 8 | Gerber Kawasaki Wealth & Investment Management | 43.3K | $1.46M |
| 9 |
| Cetera Investment Advisers |
| 38.9K |
| $1.31M |
| 10 | Capital Management Associates, Inc | 36.1K | $1.21M |