CUSIP 46654Q641FLEXIBLE INCOMEJFLIQ4 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 | 367.7K | $18.64M |
| 2 | Citadel Advisors LLC | 40.1K | $2.03M |
| 3 | Susquehanna International Group, LLP | 39.3K | $1.99M |
| 4 | 5t Wealth, LLC | 23.0K | $1.17M |
| 5 | Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 13.7K | $693.2K |
| 6 | 3chopt Investment Partners, LLC | 2.1K | $107.5K |
| 7 | Lgt Financial Advisors LLC | 442 | $22.4K |
| 8 | Farther Finance Advisors, LLC | 304 | $15.4K |
| 9 |
| Osaic Holdings, Inc. |
| 266 |
| $13.5K |
| 10 | Ubs Group AG | 39 | $2.0K |