CUSIP 46138E362S&P500 HDL VOLSPHDQ4 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 | 2.19M | $104.96M |
| 2 | Lpl Financial LLC | 2.10M | $100.82M |
| 3 | Bank Of America Corp /De/ | 1.29M | $61.70M |
| 4 | Financial Engines Advisors L.L.C. | 914.8K | $43.91M |
| 5 | Raymond James Financial Inc | 685.0K | $32.88M |
| 6 | Royal Bank Of Canada | 669.5K | $32.14M |
| 7 | Franklin Resources Inc | 658.9K | $31.63M |
| 8 | Wells Fargo & Company/Mn | 643.3K | $30.88M |
| 9 |
| Stifel Financial Corp |
| 627.0K |
| $30.10M |
| 10 | Ubs Group AG | 514.2K | $24.68M |