CUSIP 46137V613RAFI US 1000 ETFPRFQ4 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/ | 11.01M | $516.60M |
| 2 | Ameriprise Financial Inc | 7.71M | $361.86M |
| 3 | Pnc Financial Services Group, Inc. | 5.19M | $243.63M |
| 4 | Envestnet Asset Management Inc | 4.78M | $224.49M |
| 5 | Waverly Advisors, LLC | 3.70M | $173.76M |
| 6 | Mariner, LLC | 3.14M | $147.12M |
| 7 | Invesco Ltd. | 3.07M | $144.13M |
| 8 | Commonwealth Equity Services, LLC | 3.01M | $141.38M |
| 9 |
| Lpl Financial LLC |
| 2.73M |
| $127.97M |
| 10 | Wealth Enhancement Advisory Services, LLC | 2.59M | $124.62M |