CUSIP 46138E172S&P SMLCP STAPPSCCQ4 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 | 52.7K | $1.64M |
| 2 | Pacific Sun Financial Corp | 49.6K | $1.54M |
| 3 | Iht Wealth Management, LLC | 43.7K | $1.36M |
| 4 | Raymond James Financial Inc | 32.3K | $1.00M |
| 5 | Cassaday & Co Wealth Management LLC | 20.0K | $621.6K |
| 6 | Steward Partners Investment Advisory, LLC | 18.4K | $570.5K |
| 7 | Cetera Investment Advisers | 18.2K | $564.9K |
| 8 | Focus Partners Advisor Solutions, LLC | 17.6K | $546.9K |
| 9 |
| Winter & Associates, Inc. |
| 17.6K |
| $546.9K |
| 10 | Bank Of America Corp /De/ | 14.9K | $463.4K |