CUSIP 46138E370S&P 500 HB ETFSPHBQ4 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 | Goldman Sachs Group Inc | 710.0K | $83.05M |
| 2 | Wells Fargo & Company/Mn | 381.6K | $44.64M |
| 3 | Lpl Financial LLC | 221.8K | $25.95M |
| 4 | Morgan Stanley | 205.9K | $24.08M |
| 5 | Ameriprise Financial Inc | 190.7K | $22.30M |
| 6 | Axiom Financial Strategies, LLC | 130.1K | $15.21M |
| 7 | Pfg Advisors | 117.3K | $13.72M |
| 8 | Bnp Paribas Financial Markets | 110.4K | $12.92M |
| 9 |
| 104.0K |
| $12.16M |
| 10 | Royal Bank Of Canada | 83.3K | $9.74M |