CUSIP 46138E123S&P SMLCP INDLPSCIQ4 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 | Bank Of America Corp /De/ | 155.1K | $23.28M |
| 2 | Ubs Group AG | 50.2K | $7.54M |
| 3 | Stratos Wealth Partners, Ltd. | 48.3K | $7.25M |
| 4 | Bank Of Montreal /Can/ | 30.7K | $4.67M |
| 5 | Salem Investment Counselors Inc | 24.8K | $3.72M |
| 6 | Lpl Financial LLC | 22.0K | $3.30M |
| 7 | Osaic Holdings, Inc. | 18.6K | $2.80M |
| 8 | Morgan Stanley | 9.3K | $1.40M |
| 9 | Wells Fargo & Company/Mn |
| 8.7K |
| $1.30M |
| 10 | Hohimer Wealth Management, LLC | 7.3K | $1.10M |