CUSIP 46434V621CORE DIV GRWTHDGROQ4 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/ | 19.76M | $1.37B |
| 2 | Morgan Stanley | 19.37M | $1.34B |
| 3 | Lpl Financial LLC | 18.76M | $1.30B |
| 4 | Wealthfront Advisers LLC | 13.93M | $967.11M |
| 5 | Raymond James Financial Inc | 10.75M | $746.00M |
| 6 | Envestnet Asset Management Inc | 10.29M | $714.44M |
| 7 | Jones Financial Companies Lllp | 9.99M | $693.51M |
| 8 | Capital Investment Advisors, LLC | 8.34M | $578.96M |
| 9 |
| Royal Bank Of Canada |
| 8.14M |
| $564.88M |
| 10 | Commonwealth Equity Services, LLC | 7.27M | $504.49M |