CUSIP 46137V852DORSEY WRIGHT HEPTHQ4 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 | 142.5K | $7.08M |
| 2 | Bank Of America Corp /De/ | 113.6K | $5.65M |
| 3 | Lpl Financial LLC | 97.0K | $4.82M |
| 4 | Sfi Advisors, LLC | 85.9K | $4.27M |
| 5 | Iht Wealth Management, LLC | 85.9K | $4.27M |
| 6 | Royal Bank Of Canada | 70.7K | $3.51M |
| 7 | Ubs Group AG | 36.7K | $1.82M |
| 8 | Byrne Financial Freedom, LLC | 35.6K | $1.77M |
| 9 | Wells Fargo & Company/Mn |
| 35.1K |
| $1.75M |
| 10 | Farther Finance Advisors, LLC | 24.6K | $1.22M |