CUSIP 46139W775BULLETSHARES 203BSJWQ4 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 | Moneco Advisors, LLC | 83.4K | $2.15M |
| 2 | Lpl Financial LLC | 75.6K | $1.95M |
| 3 | Royal Bank Of Canada | 50.3K | $1.30M |
| 4 | Raymond James Financial Inc | 38.4K | $990.5K |
| 5 | Osaic Holdings, Inc. | 28.5K | $734.3K |
| 6 | 4thought Financial Group Inc. | 17.2K | $444.8K |
| 7 | Equitable Holdings, Inc. | 13.7K | $353.5K |
| 8 | Bank Of America Corp /De/ | 13.0K | $334.7K |
| 9 |
| Harbour Investments, Inc. |
| 6.0K |
| $155.4K |
| 10 | Steward Partners Investment Advisory, LLC | 65 | $1.7K |