CUSIP 46137V340S&P500 EQL FINRSPFQ4 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 | Bank Of America Corp /De/ | 245.7K | $19.28M |
| 2 | Newedge Advisors, LLC | 150.7K | $11.83M |
| 3 | Cetera Investment Advisers | 110.0K | $8.64M |
| 4 | Joseph Group Capital Management | 105.8K | $8.30M |
| 5 | Lpl Financial LLC | 88.3K | $6.93M |
| 6 | Joseph P. Lucia & Associates, LLC | 79.7K | $6.25M |
| 7 | Davis Investment Partners, LLC | 66.2K | $5.20M |
| 8 | Jpmorgan Chase & Co | 64.6K | $5.07M |
| 9 |
| Morgan Stanley |
| 63.9K |
| $5.02M |
| 10 | Ubs Group AG | 56.0K | $4.40M |