CUSIP 46138E842DORSEY WRGT SMLCDWASQ4 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 | Wealth Enhancement Advisory Services, LLC | 4.52M | $443.62M |
| 2 | Morgan Stanley | 326.9K | $31.64M |
| 3 | Goldman Sachs Group Inc | 192.9K | $18.67M |
| 4 | Royal Bank Of Canada | 133.8K | $12.95M |
| 5 | Lpl Financial LLC | 129.1K | $12.49M |
| 6 | Wells Fargo & Company/Mn | 127.4K | $12.32M |
| 7 | Bank Of America Corp /De/ | 112.0K | $10.83M |
| 8 | Stifel Financial Corp | 111.6K | $10.80M |
| 9 |
| Bnp Paribas Financial Markets |
| 100.0K |
| $9.68M |
| 10 | Ubs Group AG | 83.5K | $8.08M |