CUSIP 464287788U.S. FINLS ETFIYFQ4 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 | Dynasty Wealth Management, LLC | 1.76M | $227.25M |
| 2 | Fisher Asset Management, LLC | 1.73M | $223.48M |
| 3 | Bank Of America Corp /De/ | 1.57M | $202.22M |
| 4 | Morgan Stanley | 1.55M | $200.02M |
| 5 | Phoenix Financial Ltd. | 1.20M | $154.27M |
| 6 | Jpmorgan Chase & Co | 1.05M | $135.81M |
| 7 | Sagespring Wealth Partners, LLC | 826.8K | $106.60M |
| 8 | Northwestern Mutual Wealth Management Co | 656.9K | $84.69M |
| 9 |
| Goldman Sachs Group Inc |
| 618.5K |
| $79.74M |
| 10 | Lpl Financial LLC | 614.3K | $79.20M |