CUSIP 46654Q724HEDGED EQUITY LAHELOQ4 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 | Lpl Financial LLC | 3.19M | $211.88M |
| 2 | Forvis Mazars Wealth Advisors, LLC | 2.64M | $175.17M |
| 3 | Bank Of America Corp /De/ | 2.21M | $147.09M |
| 4 | Wealth Enhancement Advisory Services, LLC | 2.02M | $135.39M |
| 5 | Bank Of New York Mellon Corp | 2.03M | $134.58M |
| 6 | Osaic Holdings, Inc. | 1.99M | $131.94M |
| 7 | Envestnet Asset Management Inc | 1.87M | $124.54M |
| 8 | Raymond James Financial Inc | 1.74M | $115.73M |
| 9 |
| Cgc Financial Services, LLC |
| 1.09M |
| $72.29M |
| 10 | Legacy Financial Group LLC | 960.6K | $64.11M |