CUSIP 46434V787YLD OPTIM BDBYLDQ4 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 | 943.6K | $21.49M |
| 2 | Raymond James Financial Inc | 849.0K | $19.34M |
| 3 | Focus Partners Wealth | 531.1K | $12.10M |
| 4 | Bank Of America Corp /De/ | 381.2K | $8.68M |
| 5 | Osaic Holdings, Inc. | 377.3K | $8.59M |
| 6 | Trivium Point Advisory, LLC | 340.5K | $7.75M |
| 7 | Mariner, LLC | 299.2K | $6.82M |
| 8 | Envestnet Asset Management Inc | 231.2K | $5.27M |
| 9 |
| Truist Financial Corp |
| 210.2K |
| $4.79M |
| 10 | Cetera Investment Advisers | 198.1K | $4.51M |