CUSIP 46137V456S&P MDCP VLU MNTXMVMQ4 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 | Lpl Financial LLC | 562.7K | $36.11M |
| 2 | Bank Of America Corp /De/ | 560.0K | $35.93M |
| 3 | Avior Wealth Management, LLC | 507.9K | $32.59M |
| 4 | Whitaker-Myers Wealth Managers, Ltd. | 213.5K | $13.70M |
| 5 | Ameriprise Financial Inc | 179.3K | $11.50M |
| 6 | Morgan Stanley | 177.8K | $11.41M |
| 7 | Northwestern Mutual Wealth Management Co | 148.7K | $9.54M |
| 8 | Raymond James Financial Inc | 148.3K | $9.51M |
| 9 |
| Royal Bank Of Canada |
| 79.3K |
| $5.09M |
| 10 | Osaic Holdings, Inc. | 76.3K | $4.90M |