CUSIP 46137V746LARGE CAP GROWTHPWBQ4 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 | 1.37M | $174.33M |
| 2 | Morgan Stanley | 822.4K | $104.54M |
| 3 | Raymond James Financial Inc | 478.9K | $60.88M |
| 4 | Bank Of America Corp /De/ | 437.0K | $55.55M |
| 5 | Ameriprise Financial Inc | 209.6K | $26.64M |
| 6 | Act Wealth Management, LLC | 208.1K | $26.45M |
| 7 | Ubs Group AG | 190.3K | $24.19M |
| 8 | Garden State Investment Advisory Services LLC | 165.7K | $21.06M |
| 9 |
| Wharton Business Group, LLC |
| 163.9K |
| $20.84M |
| 10 | Royal Bank Of Canada | 127.0K | $16.14M |