CUSIP 46641Q779US MOMENTUMJMOMQ4 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 | Wealth Enhancement Advisory Services, LLC | 12.25M | $860.36M |
| 2 | Blue Trust, Inc. | 4.68M | $319.21M |
| 3 | Equitable Holdings, Inc. | 1.11M | $75.60M |
| 4 | Jpmorgan Chase & Co | 578.0K | $39.39M |
| 5 | Shore Point Advisors, LLC | 637.1K | $33.95M |
| 6 | Klaas Financial Asset Advisors, LLC | 437.8K | $29.84M |
| 7 | Lpl Financial LLC | 372.7K | $25.40M |
| 8 | Arq Wealth Advisors, LLC | 174.9K | $11.92M |
| 9 |
| Vident Advisory, LLC |
| 156.6K |
| $10.67M |
| 10 | Nova R Wealth, Inc. | 154.7K | $10.54M |