CUSIP 46641Q274SHORT DURA COREJSCPQ4 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 | Ep Wealth Advisors, LLC | 2.14M | $101.68M |
| 2 | Jpmorgan Chase & Co | 1.79M | $85.34M |
| 3 | Hb Wealth Management, LLC | 835.4K | $39.73M |
| 4 | Roberts Wealth Advisors, LLC | 497.1K | $23.64M |
| 5 | Apella Capital, LLC | 462.9K | $22.01M |
| 6 | Hennion & Walsh Asset Management, Inc. | 408.9K | $19.45M |
| 7 | 5th Street Advisors, LLC | 367.8K | $17.49M |
| 8 | Bridgewealth Advisory Group, LLC | 354.4K | $16.85M |
| 9 |
| Roof Eidam Maycock Peralta, LLC |
| 338.7K |
| $16.11M |
| 10 | Osaic Holdings, Inc. | 336.1K | $15.98M |