CUSIP 46436E536US SML CP VALUESVALQ4 2025
8 filings · latest Feb 10, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Tocqueville Asset Management L.P. | 133.2K | $4.57M |
| 2 | Bank Of America Corp /De/ | 129.3K | $4.44M |
| 3 | Raymond James Financial Inc | 67.2K | $2.31M |
| 4 | Lpl Financial LLC | 38.8K | $1.33M |
| 5 | Prepared Retirement Institute LLC | 36.2K | $1.24M |
| 6 | Susquehanna International Group, LLP | 33.0K | $1.13M |
| 7 | Mariner, LLC | 32.7K | $1.12M |
| 8 | Global Assets Advisory, LLC | 24.9K | $856.3K |
| 9 |
| 4 | Feb 13, 2025 | Money Concepts Capital Corp | 13G/A | 47.6% | 2.14M | SEC |
| 5 | Nov 14, 2024 | Money Concepts Capital Corp | 13G | 45.9% | 2.02M | SEC |
| 6 | Jan 8, 2021 | Blackrock Inc. | 13G/A | — | — | SEC |
| 7 | Dec 8, 2020 | Blackrock Inc. | 13G/A | 7.0% | 150.0K | SEC |
| 8 | Nov 9, 2020 | Blackrock Inc. | 13G | 75.0% | 150.0K | SEC |
| Royal Bank Of Canada |
| 24.7K |
| $847.0K |
| 10 | Well Done, LLC | 17.9K | $613.8K |