CUSIP 46641Q886DIVERSFED RTRNJPMEQ4 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 | Morgan Stanley | 446.5K | $48.52M |
| 2 | Hightower Advisors, LLC | 338.6K | $36.79M |
| 3 | Lpl Financial LLC | 244.8K | $26.60M |
| 4 | Dynamic Advisor Solutions LLC | 153.7K | $16.70M |
| 5 | Jones Financial Companies Lllp | 111.2K | $12.08M |
| 6 | Cerity Partners LLC | 94.5K | $10.26M |
| 7 | Sanctuary Advisors, LLC | 69.4K | $7.54M |
| 8 | Rvw Wealth, LLC | 65.4K | $7.10M |
| 9 |
| 54.8K |
| $5.96M |
| 10 | Royal Bank Of Canada | 53.5K | $5.82M |