CUSIP 46137V142WATER RES ETFPHOQ4 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 | Bank Of America Corp /De/ | 1.58M | $111.25M |
| 2 | Morgan Stanley | 1.31M | $92.10M |
| 3 | Lpl Financial LLC | 896.6K | $63.13M |
| 4 | Shepherd Wealth Management Ltd Liability Co | 198.3K | $39.47M |
| 5 | 1832 Asset Management L.P. | 520.2K | $36.63M |
| 6 | Raymond James Financial Inc | 435.3K | $30.65M |
| 7 | Ubs Group AG | 393.1K | $27.68M |
| 8 | Perigon Wealth Management, LLC | 384.3K | $27.06M |
| 9 |
| Royal Bank Of Canada |
| 295.9K |
| $20.84M |
| 10 | Pnc Financial Services Group, Inc. | 290.6K | $20.46M |