CUSIP 46138G409S&P SMLCP UTILPSCUQ4 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 | Bard Associates Inc | 23.7K | $1.36M |
| 2 | Iht Wealth Management, LLC | 22.3K | $1.28M |
| 3 | Susquehanna International Group, LLP | 9.6K | $550.2K |
| 4 | Tower Research Capital LLC (Trc) | 7.7K | $440.6K |
| 5 | Lpl Financial LLC | 5.4K | $309.7K |
| 6 | Global Retirement Partners, LLC | 3.5K | $199.9K |
| 7 | Morgan Stanley | 1.8K | $104.4K |
| 8 | Advisornet Financial, Inc | 200 | $11.5K |
| 9 |
| Osaic Holdings, Inc. |
| 150 |
| $8.6K |
| 10 | Newedge Advisors, LLC | 75 | $4.3K |