CUSIP 46654Q559FLEXIBLE DEBT ETJFLXQ4 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 | Jpmorgan Chase & Co | 3.14M | $157.70M |
| 2 | Glenview Trust Co | 2.00M | $100.31M |
| 3 | Provenance Wealth Advisors, LLC | 1.44M | $72.36M |
| 4 | Wells Fargo & Company/Mn | 1.10M | $55.33M |
| 5 | Pinnacle Financial Partners, Inc. | 767.9K | $38.56M |
| 6 | Assetmark, Inc | 639.6K | $32.12M |
| 7 | Allegheny Financial Group | 638.8K | $32.08M |
| 8 | Lpl Financial LLC | 453.2K | $22.76M |
| 9 |
| American Trust |
| 431.8K |
| $21.68M |
| 10 | Sterling Investment Advisors, Ltd. | 414.0K | $20.79M |