CUSIP 46138E339S&P 500 MOMNTMSPMOQ4 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 | 6.62M | $790.43M |
| 2 | Bank Of America Corp /De/ | 3.31M | $394.79M |
| 3 | Morgan Stanley | 2.68M | $320.12M |
| 4 | Vantagepoint Investment Advisers LLC | 2.46M | $292.96M |
| 5 | Raymond James Financial Inc | 1.73M | $205.96M |
| 6 | Bnp Paribas Financial Markets | 1.42M | $169.91M |
| 7 | Northwestern Mutual Wealth Management Co | 1.38M | $164.29M |
| 8 | Envestnet Asset Management Inc | 1.32M | $157.71M |
| 9 |
| Jpmorgan Chase & Co |
| 1.23M |
| $146.89M |
| 10 | Cetera Investment Advisers | 1.07M | $127.27M |