CUSIP 46138G631NASDAQNXTGEN100QQQJQ4 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 | Raymond James Financial Inc | 1.17M | $43.09M |
| 2 | Osaic Holdings, Inc. | 669.8K | $24.68M |
| 3 | Systelligence, LLC | 487.5K | $17.96M |
| 4 | Lpl Financial LLC | 467.3K | $17.22M |
| 5 | Retirement Financial Solutions, LLC | 443.9K | $16.36M |
| 6 | Jones Financial Companies Lllp | 364.4K | $13.43M |
| 7 | Wells Fargo & Company/Mn | 294.5K | $10.85M |
| 8 | Morgan Stanley | 281.5K | $10.37M |
| 9 |
| Coppell Advisory Solutions LLC |
| 14.7K |
| $9.13M |
| 10 | Erickson Financial Group, LLC | 208.9K | $7.70M |