CUSIP 46137V621FINL PFD ETFPGFQ4 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 | Morgan Stanley | 1.55M | $21.89M |
| 2 | Ubs Group AG | 1.32M | $18.69M |
| 3 | Lpl Financial LLC | 814.4K | $11.51M |
| 4 | Bank Of America Corp /De/ | 784.8K | $11.10M |
| 5 | Wells Fargo & Company/Mn | 606.5K | $8.58M |
| 6 | Private Advisor Group, LLC | 342.9K | $4.85M |
| 7 | Evoke Wealth, LLC | 334.1K | $4.72M |
| 8 | Investors Research Corp | 322.8K | $4.56M |
| 9 | North Star Investment Management Corp. |
| 267.4K |
| $3.78M |
| 10 | Signal Advisors Wealth, LLC | 244.1K | $3.45M |