CUSIP 46138E388S&P 500 EX RATXRLVQ4 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 | Hightower Advisors, LLC | 37.2K | $2.01M |
| 2 | Bank Of America Corp /De/ | 30.8K | $1.67M |
| 3 | Jones Financial Companies Lllp | 28.1K | $1.52M |
| 4 | Mgb Wealth Management, LLC | 28.0K | $1.51M |
| 5 | United Capital Financial Advisors, LLC | 19.8K | $1.07M |
| 6 | Lpl Financial LLC | 19.1K | $1.03M |
| 7 | Osaic Holdings, Inc. | 17.8K | $959.4K |
| 8 | Sfmg, LLC | 10.0K | $542.5K |
| 9 |
| D.A. Davidson & Co. |
| 7.9K |
| $427.3K |
| 10 | Goldman Sachs Group Inc | 6.5K | $351.7K |