CUSIP 46431W648U.S. TECH INDEPDIETCQ4 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 | Gradient Investments LLC | 673.7K | $68.44M |
| 2 | Kozak & Associates, Inc. | 641.3K | $65.87M |
| 3 | Lpl Financial LLC | 294.7K | $29.94M |
| 4 | Assetmark, Inc | 209.5K | $21.28M |
| 5 | United Capital Financial Advisors, LLC | 103.4K | $10.51M |
| 6 | Mml Investors Services, LLC | 99.3K | $10.09M |
| 7 | Jpmorgan Chase & Co | 83.6K | $8.50M |
| 8 | Northwestern Mutual Wealth Management Co | 81.5K | $8.28M |
| 9 |
| Trek Financial, LLC |
| 75.9K |
| $7.71M |
| 10 | Raymond James Financial Inc | 74.5K | $7.57M |