CUSIP: 46131H107 | US | Financial Services · Asset Management | Small Cap | 590 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13DSaba Capital Management, L.P. | 7,976,862 | 5.2% | New 5%+ stake | Nov 2, 2026 | 352,657 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 2,193,127 | $6.3M | 7.6% | ETF | Medium | Southlake, TX | 2026-11-03 | |
| 1,845,845 | $5.3M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 1,292,995 | $3.7M | 1.9% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 653,104 | $1.9M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 516,822 | $1.5M | 0.1% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 477,160 | $1.4M | 0.8% | Core | Low | Kingston, NJ | 2026-10-06 | |
| 471,066 | $1.4M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 304,158 | $879.0K | 0.3% | Core | Medium | Durham, NC | 2026-10-30 | |
| 193,085 | $558.0K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 151,148 | $436.8K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 133,347 | $385.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 126,421 | $365.4K | 0.2% | ETF | Medium | Cincinnati, OH | 2026-10-15 | |
| 106,030 | $306.4K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 103,338 | $298.6K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 102,076 | $295.0K | 0.0% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 99,253 | $286.8K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 96,227 | $278.1K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 87,413 | $252.6K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 85,441 | $246.9K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 84,018 | $243 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 76,463 | $221.0K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 65,872 | $189.1K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 59,175 | $171.0K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 56,383 | $162.9K | 0.0% | ETF | Low | Carmel, IN | 2026-10-08 | |
| 53,000 | $152.6K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 50,046 | $144.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 44,993 | $126.9K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 42,463 | $124.9K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 38,098 | $110.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 37,000 | $106.9K | 0.1% | ETF | Very Low | Cedar Rapids, IA | 2026-10-30 | |
| 32,433 | $93.7K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 29,725 | $85.9K | 0.1% | ETF | Low | Pittsford, NY | 2026-10-09 | |
| 28,463 | $82.3K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 27,693 | $80.0K | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 24,809 | $71.7K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 21,235 | $61.4K | 0.0% | Core | Low | Westborough, MA | 2026-10-29 | |
| 20,892 | $60 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 19,173 | $55.4K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 18,028 | $52.1K | 0.0% | N/A | N/A | Leawood, KS | 2026-11-05 | |
| 17,072 | $49.3K | 0.0% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 17,000 | $49.1K | 0.0% | Growth | Medium | Houston, TX | 2026-10-20 | |
| 16,519 | $47.7K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 14,274 | $41.3K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 13,082 | $37.8K | 0.0% | Growth | Medium | St. Louis, MO | 2026-11-03 | |
| 11,962 | $34.6K | 0.0% | Growth | Medium | Cambridge, MA | 2026-11-02 | |
| 10,000 | $28.9K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 4,000 | $11.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 2,113 | $6.1K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,078 | $3.1K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,000 | $2.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 939 | $2.7K | 0.0% | ETF | Low | Meriden, CT | 2026-11-03 | |
| 800 | $2.3K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 700 | $2.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 598 | $1.7K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 0 | $571.5K | 0.4% | Agg Growth | Very Low | Poulsbo, WA | 2026-10-22 |