CUSIP 46138E149S&P SMLCP HELTPSCHQ4 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 | 76.4K | $3.37M |
| 2 | G&S Capital LLC | 74.0K | $3.26M |
| 3 | Bank Of America Corp /De/ | 69.1K | $3.04M |
| 4 | Lpl Financial LLC | 53.6K | $2.36M |
| 5 | Wells Fargo & Company/Mn | 43.2K | $1.90M |
| 6 | Royal Bank Of Canada | 29.4K | $1.29M |
| 7 | Pacific Sun Financial Corp | 28.7K | $1.26M |
| 8 | Wbi Investments, LLC | 24.8K | $1.09M |
| 9 | Mgb Wealth Management, LLC |
| 24.8K |
| $1.09M |
| 10 | Ubs Group AG | 24.4K | $1.07M |