CUSIP 46137V704DORSEY WRGT BASCPYZQ4 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 | Transamerica Financial Advisors, LLC | 118.4K | $13.04M |
| 2 | Morgan Stanley | 18.1K | $1.99M |
| 3 | Lpl Financial LLC | 17.2K | $1.90M |
| 4 | Goldman Sachs Group Inc | 11.5K | $1.26M |
| 5 | Mai Capital Management | 9.7K | $1.07M |
| 6 | Envestnet Asset Management Inc | 8.3K | $918.6K |
| 7 | Maltin Wealth Management, Inc. | 5.5K | $606.8K |
| 8 | Trueblood Wealth Management, LLC | 4.3K | $473.5K |
| 9 |
| Advisory Services Network, LLC |
| 4.0K |
| $437.4K |
| 10 | Wells Fargo & Company/Mn | 3.7K | $409.8K |