CUSIP 46137V332S&P500 EQL HLTRSPHQ4 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 | Hightower Advisors, LLC | 2.20M | $70.04M |
| 2 | Morgan Stanley | 636.0K | $20.26M |
| 3 | Walled Lake Planning & Wealth Management, LLC | 427.6K | $13.62M |
| 4 | Bank Of America Corp /De/ | 424.9K | $13.53M |
| 5 | Lpl Financial LLC | 399.8K | $12.73M |
| 6 | Royal Bank Of Canada | 333.5K | $10.62M |
| 7 | Mai Capital Management | 327.2K | $10.42M |
| 8 | Jpmorgan Chase & Co | 324.8K | $10.34M |
| 9 |
| Raymond James Financial Inc |
| 299.1K |
| $9.53M |
| 10 | Federation Des Caisses Desjardins Du Quebec | 238.3K | $7.59M |