CUSIP 464287101S&P 100 ETFOEFQ4 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 | Envestnet Asset Management Inc | 10.60M | $3.63B |
| 2 | Bank Of America Corp /De/ | 6.98M | $2.39B |
| 3 | Lpl Financial LLC | 4.53M | $1.55B |
| 4 | Jpmorgan Chase & Co | 2.79M | $957.34M |
| 5 | Morgan Stanley | 2.56M | $876.57M |
| 6 | Fifth Third Bancorp | 2.55M | $874.29M |
| 7 | Jones Financial Companies Lllp | 2.18M | $748.50M |
| 8 | Blackrock, Inc. | 1.29M | $441.62M |
| 9 | Focus Partners Wealth |
| 1.04M |
| $357.45M |
| 10 | Envestnet Portfolio Solutions, Inc. | 1.01M | $347.20M |