CUSIP 464287630RUS 2000 VAL ETFIWNQ4 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 | Bank Of America Corp /De/ | 7.88M | $1.43B |
| 2 | Morgan Stanley | 4.27M | $773.72M |
| 3 | Tiaa Trust, National Association | 2.75M | $500.28M |
| 4 | Envestnet Asset Management Inc | 2.18M | $395.60M |
| 5 | D.A. Davidson & Co. | 1.25M | $225.85M |
| 6 | Pnc Financial Services Group, Inc. | 1.11M | $201.70M |
| 7 | Vaughan Nelson Investment Management, L.P. | 1.11M | $200.49M |
| 8 | Lpl Financial LLC | 1.10M | $199.81M |
| 9 |
| M&T Bank Corp |
| 1.02M |
| $184.47M |
| 10 | Wells Fargo & Company/Mn | 1.02M | $184.25M |