CUSIP 46641Q753US VALUE FACTRJVALQ4 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 | Captrust Financial Advisors | 1.18M | $58.13M |
| 2 | Avidian Wealth Enterprises, LLC | 1.04M | $50.86M |
| 3 | Lpl Financial LLC | 653.2K | $32.06M |
| 4 | Bank Of America Corp /De/ | 537.8K | $26.39M |
| 5 | Cerity Partners LLC | 501.7K | $24.62M |
| 6 | Goodman Advisory Group, LLC | 398.2K | $19.55M |
| 7 | Jpmorgan Chase & Co | 387.4K | $19.02M |
| 8 | Mainsail Financial Group, LLC | 381.7K | $18.73M |
| 9 |
| Apeiron Ria LLC |
| 183.9K |
| $9.42M |
| 10 | Commonwealth Equity Services, LLC | 175.2K | $8.60M |