CUSIP 464287341GLOBAL ENERG ETFIXCQ4 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 | Fisher Asset Management, LLC | 14.73M | $617.61M |
| 2 | Bank Of America Corp /De/ | 1.19M | $50.11M |
| 3 | Morgan Stanley | 814.0K | $34.13M |
| 4 | Focus Partners Wealth | 797.4K | $33.44M |
| 5 | Evergreen Capital Management LLC | 624.7K | $26.19M |
| 6 | Verger Capital Management LLC | 575.8K | $24.14M |
| 7 | Ubs Group AG | 499.9K | $20.96M |
| 8 | Versant Capital Management, Inc | 460.3K | $19.30M |
| 9 |
| Commonwealth Equity Services, LLC |
| 448.3K |
| $18.80M |
| 10 | Cetera Investment Advisers | 443.9K | $18.61M |