CUSIP 46435G433MSCI USA SMCP MNSMMVQ4 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/ | 1.26M | $54.43M |
| 2 | Mercer Global Advisors Inc /Adv | 437.1K | $18.94M |
| 3 | Wells Fargo & Company/Mn | 402.8K | $17.45M |
| 4 | Wealth Management Resources, Inc. | 280.8K | $12.17M |
| 5 | Raymond James Financial Inc | 259.1K | $11.23M |
| 6 | Commonwealth Equity Services, LLC | 171.8K | $7.44M |
| 7 | Lpl Financial LLC | 165.0K | $7.15M |
| 8 | Brickley Wealth Management | 127.1K | $5.51M |
| 9 |
| Creative Planning |
| 80.0K |
| $3.46M |
| 10 | Kestra Advisory Services, LLC | 73.5K | $3.19M |