CUSIP 46137V431S&P 500 GARP ETFSPGPQ4 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 | Morgan Stanley | 2.07M | $236.25M |
| 2 | Lpl Financial LLC | 1.30M | $147.48M |
| 3 | Raymond James Financial Inc | 807.8K | $91.98M |
| 4 | Bank Of America Corp /De/ | 752.1K | $85.63M |
| 5 | Fifth Third Bancorp | 439.6K | $50.06M |
| 6 | Northwestern Mutual Wealth Management Co | 374.1K | $42.60M |
| 7 | Howard Financial Services, Ltd. | 335.5K | $38.20M |
| 8 | Modern Wealth Management, LLC | 241.2K | $27.47M |
| 9 |
| Commonwealth Equity Services, LLC |
| 205.4K |
| $23.39M |
| 10 | Campbell Deegan Wealth Management, LLC | 193.6K | $22.05M |