CUSIP 464287663CORE S&P US VLUIUSVQ4 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/ | 83.40M | $8.55B |
| 2 | Lpl Financial LLC | 16.41M | $1.68B |
| 3 | Morgan Stanley | 9.72M | $996.77M |
| 4 | Jones Financial Companies Lllp | 6.42M | $658.13M |
| 5 | Envestnet Asset Management Inc | 5.94M | $608.84M |
| 6 | Signaturefd, LLC | 4.57M | $468.99M |
| 7 | Blue Trust, Inc. | 4.44M | $455.07M |
| 8 | Kestra Investment Management, LLC | 3.77M | $386.80M |
| 9 |
| Aspiriant, LLC |
| 3.58M |
| $367.32M |
| 10 | Merit Financial Group, LLC | 2.59M | $266.08M |