CUSIP 46435G839MSCI EAFE SMCPHSCZQ4 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 | Capital Wealth Management, LLC | 276.1K | $10.74M |
| 2 | Ae Wealth Management LLC | 193.8K | $7.54M |
| 3 | Lpl Financial LLC | 133.7K | $5.20M |
| 4 | Ipsen Advisor Group LLC | 102.7K | $4.00M |
| 5 | Lighthouse Wealth Management Inc. | 99.4K | $3.87M |
| 6 | Comprehensive Wealth Management, LLC | 96.9K | $3.77M |
| 7 | Cetera Investment Advisers | 96.1K | $3.74M |
| 8 | Bank Of America Corp /De/ | 88.9K | $3.46M |
| 9 |
| Sachetta, LLC |
| 83.8K |
| $3.26M |
| 10 | Certified Advisory Corp | 61.1K | $2.38M |