CUSIP 47804J776PREFERRED INCOMEJHPIQ4 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 | Granite Bay Wealth Management, LLC | 769.1K | $17.56M |
| 2 | Lpl Financial LLC | 648.3K | $14.80M |
| 3 | Eldridge Investment Advisors, Inc. | 540.0K | $12.33M |
| 4 | Bank Of America Corp /De/ | 256.0K | $5.85M |
| 5 | Commonwealth Equity Services, LLC | 227.3K | $5.19M |
| 6 | Ffg Retirement Advisors LLC | 170.1K | $3.89M |
| 7 | Private Advisor Group, LLC | 156.4K | $3.57M |
| 8 | Robbins Farley | 154.1K | $3.52M |
| 9 |
| Osaic Holdings, Inc. |
| 153.7K |
| $3.51M |
| 10 | Sanctuary Advisors, LLC | 149.7K | $3.42M |