Security key
46132X101
CUSIP: 46132X101
Security key
46132X101
Report period
Q3 2022
Institutions
56
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
915,678
|
$5,906,000 | — | 30 Jun 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
718,235
|
$4,633,000 | — | 30 Jun 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
437,712
|
$2,823,000 | — | 30 Jun 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
406,606
|
$2,623,000 | — | 30 Jun 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
371,173
|
$2,394,000 | — | 30 Jun 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
358,206
|
$2,310,000 | — | 30 Jun 2022 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
—
class O/S missing
|
253,546
|
$1,635,000 | — | 30 Jun 2022 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
151,152
|
$975,000 | — | 30 Jun 2022 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
125,542
|
$810,000 | — | 30 Jun 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
112,144
|
$724,000 | — | 30 Jun 2022 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
97,483
|
$629,000 | — | 30 Jun 2022 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
97,434
|
$628,000 | — | 30 Jun 2022 | |
| IHT Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
86,314
|
$557,000 | — | 30 Jun 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
83,082
|
$536,000 | — | 30 Jun 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
65,256
|
$421,000 | — | 30 Jun 2022 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
61,699
|
$398,000 | — | 30 Jun 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
57,445
|
$371,000 | — | 30 Jun 2022 | |
| Berkeley, Inc |
13F
|
Company |
—
class O/S missing
|
54,437
|
$351,116 | — | 30 Jun 2022 | |
| Advisor Resource Council |
13F
|
Company |
—
class O/S missing
|
45,962
|
$296,000 | — | 30 Jun 2022 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
45,427
|
$293,000 | — | 30 Jun 2022 | |
| Insight Wealth Strategies, LLC |
13F
|
Company |
—
class O/S missing
|
42,313
|
$273,000 | — | 30 Jun 2022 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
39,859
|
$257,000 | — | 30 Jun 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
38,809
|
$250,000 | — | 30 Jun 2022 | |
| SouthState Bank Corp |
13F
|
Company |
—
class O/S missing
|
31,962
|
$206,000 | — | 30 Jun 2022 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
31,660
|
$204,000 | — | 30 Jun 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
29,673
|
$191,000 | — | 30 Jun 2022 | |
| Keudell/Morrison Wealth Management |
13F
|
Company |
—
class O/S missing
|
28,752
|
$185,000 | — | 30 Jun 2022 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
28,597
|
$184,000 | — | 30 Jun 2022 | |
| Providence First Trust Co |
13F
|
Company |
—
class O/S missing
|
28,200
|
$182,000 | — | 30 Jun 2022 | |
| SILVERLAKE WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
26,626
|
$171,738 | — | 30 Jun 2022 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
26,603
|
$171,000 | — | 30 Jun 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
21,327
|
$138,000 | — | 30 Jun 2022 | |
| Private Ocean, LLC |
13F
|
Company |
—
class O/S missing
|
20,996
|
$135,000 | — | 30 Jun 2022 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
20,345
|
$131,000 | — | 30 Jun 2022 | |
| Camelot Portfolios, LLC |
13F
|
Company |
—
class O/S missing
|
20,000
|
$129,000 | — | 30 Jun 2022 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
16,344
|
$105,000 | — | 30 Jun 2022 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
15,977
|
$104,000 | — | 30 Jun 2022 | |
| Legacy Wealth Planning, LLC |
13F
|
Company |
—
class O/S missing
|
15,275
|
$99,000 | — | 30 Jun 2022 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
15,165
|
$97,000 | — | 30 Jun 2022 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
14,989
|
$97,000 | — | 30 Jun 2022 | |
| Western Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
14,434
|
$94,000 | — | 30 Jun 2022 | |
| Kaydan Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
13,361
|
$86,178 | — | 30 Jun 2022 | |
| Graves Light Lenhart Wealth, Inc. |
13F
|
Company |
—
class O/S missing
|
12,180
|
$79,000 | — | 30 Jun 2022 | |
| Quadrant Private Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
11,811
|
$76,000 | — | 30 Jun 2022 | |
| RFG Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
11,066
|
$74,000 | — | 30 Jun 2022 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
11,150
|
$72,000 | — | 30 Jun 2022 | |
| IFP Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
9,225
|
$69,000 | — | 30 Jun 2022 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
10,313
|
$67,000 | — | 30 Jun 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
10,151
|
$65,000 | — | 30 Jun 2022 | |
| Baldrige Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
8,000
|
$52,000 | — | 30 Jun 2022 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).