CUSIP 46137V498S&P SMLCP MOMENTXSMOQ4 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 | 2.17M | $156.37M |
| 2 | Osaic Holdings, Inc. | 1.73M | $124.64M |
| 3 | Envestnet Asset Management Inc | 1.63M | $117.43M |
| 4 | Raymond James Financial Inc | 1.23M | $88.70M |
| 5 | Morgan Stanley | 942.7K | $67.88M |
| 6 | Wells Fargo & Company/Mn | 835.2K | $60.14M |
| 7 | Cetera Investment Advisers | 810.6K | $58.37M |
| 8 | Northwestern Mutual Wealth Management Co | 581.6K | $41.88M |
| 9 |
| Gratus Wealth Advisors, LLC |
| 490.9K |
| $35.35M |
| 10 | Wealth Enhancement Advisory Services, LLC | 435.3K | $32.28M |