CUSIP 46137V365S&P500 EQL ENRRSPGQ4 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/ | 616.2K | $49.04M |
| 2 | Flaharty Asset Management, LLC | 437.7K | $34.84M |
| 3 | Matauro, LLC | 268.6K | $21.37M |
| 4 | Morgan Stanley | 266.3K | $21.19M |
| 5 | Ubs Group AG | 265.5K | $21.13M |
| 6 | Lpl Financial LLC | 111.5K | $8.87M |
| 7 | Arkfeld Wealth Strategies, L.L.C. | 110.3K | $8.84M |
| 8 | Raymond James Financial Inc | 105.8K | $8.42M |
| 9 |
| 78.9K |
| $6.28M |
| 10 | Guild Investment Management, Inc. | 63.8K | $5.08M |