CUSIP 46138E180S&P SMLCP DISCPSCDQ4 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 | Ep Wealth Advisors, LLC | 11.7K | $1.23M |
| 2 | Hohimer Wealth Management, LLC | 5.9K | $613.7K |
| 3 | Morgan Stanley | 5.3K | $555.8K |
| 4 | Raymond James Financial Inc | 5.1K | $531.2K |
| 5 | Goldman Sachs Group Inc | 4.5K | $473.1K |
| 6 | Bank Of America Corp /De/ | 3.9K | $412.2K |
| 7 | Lpl Financial LLC | 3.7K | $384.5K |
| 8 | Osaic Holdings, Inc. | 2.9K | $302.0K |
| 9 |
| 2.0K |
| $210.6K |
| 10 | Dagco, Inc. | 957 | $100.3K |