CUSIP 46138G656S&P ULTRA DIVIDERDIVQ4 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 | 1.05M | $54.69M |
| 2 | Heartwood Wealth Advisors LLC | 737.1K | $38.36M |
| 3 | Lpl Financial LLC | 683.8K | $35.58M |
| 4 | Bank Of America Corp /De/ | 529.9K | $27.58M |
| 5 | Wells Fargo & Company/Mn | 407.7K | $21.22M |
| 6 | Raymond James Financial Inc | 223.0K | $11.60M |
| 7 | Ameriprise Financial Inc | 220.5K | $11.47M |
| 8 | Osaic Holdings, Inc. | 166.0K | $8.64M |
| 9 |
| Rockefeller Capital Management L.P. |
| 133.8K |
| $6.96M |
| 10 | Tactive Advisors, LLC | 128.4K | $6.68M |