CUSIP 46434V282U S EQUITY FACTRLRGFQ4 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 | Strategic Financial Services, Inc. | 3.91M | $272.79M |
| 2 | Halbert Hargrove Global Advisors, LLC | 3.56M | $247.13M |
| 3 | Wells Fargo & Company/Mn | 2.60M | $180.62M |
| 4 | Sigfig Wealth Management, LLC | 2.53M | $175.63M |
| 5 | Tolleson Wealth Management, Inc. | 2.35M | $162.91M |
| 6 | Plancorp, LLC | 1.87M | $129.49M |
| 7 | Ullmann Wealth Partners Group, LLC | 1.22M | $85.30M |
| 8 | Clearwater Capital Advisors, LLC | 1.07M | $74.15M |
| 9 |
| Jpmorgan Chase & Co |
| 1.05M |
| $72.62M |
| 10 | Modern Wealth Management, LLC | 856.8K | $59.49M |