CUSIP 464289883CORE 30/70 CONSEAOKQ4 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 | 647.0K | $25.96M |
| 2 | Raymond James Financial Inc | 398.2K | $15.98M |
| 3 | Strategic Investment Solutions, Inc. /Il | 388.7K | $15.60M |
| 4 | Blackrock, Inc. | 318.8K | $12.79M |
| 5 | Morgan Stanley | 241.2K | $9.68M |
| 6 | Cetera Investment Advisers | 197.8K | $7.94M |
| 7 | Bank Of America Corp /De/ | 182.7K | $7.33M |
| 8 | Curran Financial Partners, LLC | 174.6K | $7.01M |
| 9 |
| Wells Fargo & Company/Mn |
| 157.7K |
| $6.33M |
| 10 | Lido Advisors, LLC | 156.7K | $6.29M |