CUSIP 46434V860TRS FLT RT BDTFLOQ4 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 | 6.76M | $340.93M |
| 2 | Bank Of America Corp /De/ | 5.82M | $293.89M |
| 3 | Morgan Stanley | 3.63M | $183.25M |
| 4 | Ubs Group AG | 2.21M | $111.55M |
| 5 | Envestnet Asset Management Inc | 1.86M | $93.87M |
| 6 | Wealthspire Advisors, LLC | 1.72M | $87.02M |
| 7 | Financial Advisory Corp | 1.59M | $80.43M |
| 8 | Mariner, LLC | 1.57M | $79.28M |
| 9 | Bip Wealth, LLC |
| 1.50M |
| $75.57M |
| 10 | Royal Bank Of Canada | 1.26M | $63.47M |