CUSIP 46139W783BULLETSHARES 203BSCYQ4 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 | 2.52M | $52.93M |
| 2 | Aptus Capital Advisors, LLC | 1.74M | $36.53M |
| 3 | Lpl Financial LLC | 1.07M | $22.57M |
| 4 | Wells Fargo & Company/Mn | 851.1K | $17.89M |
| 5 | Invesco Ltd. | 831.5K | $17.48M |
| 6 | Bcs Wealth Management | 666.2K | $14.00M |
| 7 | Morgan Stanley | 519.0K | $10.91M |
| 8 | Cookson Peirce & Co Inc | 504.7K | $10.61M |
| 9 |
| 279.4K |
| $5.87M |
| 10 | Equitable Holdings, Inc. | 277.5K | $5.83M |