CUSIP 464287309S&P 500 GRWT ETFIVWQ4 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 | 43.65M | $5.38B |
| 2 | Jpmorgan Chase & Co | 40.71M | $5.02B |
| 3 | Morgan Stanley | 33.65M | $4.15B |
| 4 | Lpl Financial LLC | 19.82M | $2.44B |
| 5 | Bank Of America Corp /De/ | 18.55M | $2.29B |
| 6 | Wells Fargo & Company/Mn | 15.02M | $1.85B |
| 7 | Ubs Group AG | 8.69M | $1.07B |
| 8 | Ameriprise Financial Inc | 8.51M | $1.05B |
| 9 | Stifel Financial Corp |
| 6.92M |
| $853.32M |
| 10 | Pnc Financial Services Group, Inc. | 5.43M | $669.34M |