CUSIP 46137V464S&P MDCP MOMNTUMXMMOQ4 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 | 3.47M | $480.83M |
| 2 | Morgan Stanley | 1.85M | $255.52M |
| 3 | Cetera Investment Advisers | 1.25M | $173.33M |
| 4 | Vantagepoint Investment Advisers LLC | 1.09M | $150.66M |
| 5 | Wells Fargo & Company/Mn | 1.06M | $146.59M |
| 6 | Northwestern Mutual Wealth Management Co | 927.6K | $128.44M |
| 7 | Raymond James Financial Inc | 837.0K | $115.90M |
| 8 | Ameriprise Financial Inc | 760.6K | $105.30M |
| 9 |
| Bank Of America Corp /De/ |
| 692.9K |
| $95.94M |
| 10 | Osaic Holdings, Inc. | 593.7K | $82.25M |