CUSIP 46138J742RAFI STRATGIC USIUSQ4 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 | Lpl Financial LLC | 1.51M | $86.19M |
| 2 | Envestnet Asset Management Inc | 813.2K | $46.48M |
| 3 | Rockefeller Capital Management L.P. | 671.1K | $38.62M |
| 4 | Intelligence Driven Advisers, LLC | 662.7K | $37.88M |
| 5 | Osaic Holdings, Inc. | 493.9K | $28.24M |
| 6 | Raymond James Financial Inc | 258.2K | $14.76M |
| 7 | Kestra Advisory Services, LLC | 253.9K | $14.51M |
| 8 | Merit Financial Group, LLC | 239.9K | $13.71M |
| 9 |
| Arq Wealth Advisors, LLC |
| 196.8K |
| $11.25M |
| 10 | Beacon Pointe Advisors, LLC | 179.4K | $10.25M |