CUSIP 46137V233S&P 500 TOP 50XLGQ4 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 | 11.55M | $684.94M |
| 2 | Morgan Stanley | 6.98M | $413.63M |
| 3 | Bank Of America Corp /De/ | 4.45M | $263.52M |
| 4 | Jpmorgan Chase & Co | 3.84M | $227.70M |
| 5 | Wells Fargo & Company/Mn | 3.81M | $225.99M |
| 6 | Osaic Holdings, Inc. | 2.84M | $168.25M |
| 7 | Raymond James Financial Inc | 2.73M | $161.80M |
| 8 | Bank Of New York Mellon Corp | 2.48M | $146.99M |
| 9 |
| 2.47M |
| $146.24M |
| 10 | Wealth Enhancement Advisory Services, LLC | 2.42M | $143.65M |