CUSIP 464289859CORE 80/20 AGGREAOAQ4 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 | Rockefeller Capital Management L.P. | 553.8K | $49.60M |
| 2 | Lpl Financial LLC | 266.4K | $23.86M |
| 3 | Wells Fargo & Company/Mn | 246.4K | $22.07M |
| 4 | Assetmark, Inc | 239.8K | $21.48M |
| 5 | Jim Saulnier & Associates, LLC | 192.0K | $17.19M |
| 6 | Foundations Investment Advisors, LLC | 179.9K | $16.11M |
| 7 | Ellenbecker Investment Group | 177.9K | $15.93M |
| 8 | Mesirow Financial Investment Management, Inc. | 154.9K | $13.87M |
| 9 |
| Stifel Financial Corp |
| 148.6K |
| $13.31M |
| 10 | Raymond James Financial Inc | 140.8K | $12.61M |