CUSIP 464287408S&P 500 VAL ETFIVEQ4 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 | 28.39M | $6.02B |
| 2 | Jpmorgan Chase & Co | 18.75M | $3.98B |
| 3 | Morgan Stanley | 15.28M | $3.24B |
| 4 | Lpl Financial LLC | 11.01M | $2.34B |
| 5 | Bank Of America Corp /De/ | 9.28M | $1.97B |
| 6 | Wells Fargo & Company/Mn | 6.26M | $1.33B |
| 7 | Ubs Group AG | 3.53M | $749.64M |
| 8 | Cetera Investment Advisers | 3.41M | $723.15M |
| 9 | Stifel Financial Corp |
| 3.25M |
| $689.35M |
| 10 | Ameriprise Financial Inc | 3.08M | $653.29M |