CUSIP 464288687PFD AND INCM SECPFFQ4 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 | Bank Of America Corp /De/ | 22.66M | $701.67M |
| 2 | Morgan Stanley | 15.81M | $489.50M |
| 3 | Wells Fargo & Company/Mn | 9.49M | $293.85M |
| 4 | Lpl Financial LLC | 7.86M | $243.45M |
| 5 | Ubs Group AG | 6.04M | $186.85M |
| 6 | Royal Bank Of Canada | 4.10M | $127.02M |
| 7 | Envestnet Asset Management Inc | 3.96M | $122.52M |
| 8 | Mariner, LLC | 3.80M | $117.63M |
| 9 | Bramshill Investments, LLC |
| 2.12M |
| $111.11M |
| 10 | Raymond James Financial Inc | 3.23M | $100.06M |