CUSIP 46137V423S&P 500 VLU MOMNSPVMQ4 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 | Raymond James Financial Inc | 254.1K | $17.22M |
| 2 | Beta Wealth Group, Inc. | 174.7K | $11.84M |
| 3 | Capstone Wealth Management Group, LLC | 157.8K | $10.70M |
| 4 | Lpl Financial LLC | 139.3K | $9.44M |
| 5 | Bank Of America Corp /De/ | 37.3K | $2.53M |
| 6 | Morgan Stanley | 22.3K | $1.51M |
| 7 | Ameriprise Financial Inc | 19.2K | $1.30M |
| 8 | Ifg Advisory, LLC | 12.5K | $849.8K |
| 9 |
| Jones Financial Companies Lllp |
| 8.9K |
| $600.8K |
| 10 | Cooper Financial Group | 8.2K | $553.9K |