CUSIP 46138G615INVESCO PHLX SMSOXQQ4 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 | Morgan Stanley | 444.4K | $24.78M |
| 2 | Eagle Global Advisors LLC | 331.7K | $18.50M |
| 3 | Lpl Financial LLC | 305.2K | $17.02M |
| 4 | Two Sigma Investments, LP | 277.3K | $15.47M |
| 5 | Condor Capital Management | 192.8K | $10.75M |
| 6 | Bank Of America Corp /De/ | 164.8K | $9.19M |
| 7 | Northrock Partners, LLC | 161.8K | $9.03M |
| 8 | Meitav Investment House Ltd | 93.1K | $5.19M |
| 9 |
| Jpmorgan Chase & Co |
| 81.0K |
| $4.52M |
| 10 | Vestgen Advisors, LLC | 76.2K | $4.25M |