CUSIP 46138E396S&P 500 ENHNCDQVMTQ4 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 | 214.8K | $12.26M |
| 2 | Bank Of America Corp /De/ | 183.6K | $10.48M |
| 3 | Armbruster Capital Management, Inc. | 167.1K | $9.54M |
| 4 | Invesco Ltd. | 159.2K | $9.09M |
| 5 | Delta Wealth Advisors LLC | 89.8K | $5.13M |
| 6 | Lmcg Investments, LLC | 33.1K | $1.89M |
| 7 | Koss-Olinger Consulting, LLC | 24.7K | $1.41M |
| 8 | Arrowroot Family Office, LLC | 15.5K | $882.2K |
| 9 |
| Massmutual Private Wealth & Trust, Fsb |
| 15.2K |
| $870.6K |
| 10 | Ubs Group AG | 13.6K | $776.6K |