CUSIP 46137V480S&P SMCP VLU MNTXSVMQ4 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 | 861.0K | $49.20M |
| 2 | Bank Of America Corp /De/ | 464.4K | $26.53M |
| 3 | Morgan Stanley | 414.5K | $23.69M |
| 4 | 360 Financial, Inc. | 314.1K | $17.95M |
| 5 | Valmark Advisers, Inc. | 311.1K | $17.78M |
| 6 | Raymond James Financial Inc | 215.7K | $12.32M |
| 7 | Banco Santander, S.A. | 177.4K | $10.14M |
| 8 | Traction Financial Partners, LLC | 172.0K | $9.83M |
| 9 |
| Commonwealth Equity Services, LLC |
| 169.6K |
| $9.69M |
| 10 | Cetera Investment Advisers | 143.0K | $8.17M |