CUSIP 464287846DOW JONES US ETFIYYQ4 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 | Morgan Stanley | 438.0K | $72.62M |
| 2 | Lpl Financial LLC | 311.6K | $51.66M |
| 3 | Bank Of America Corp /De/ | 195.3K | $32.39M |
| 4 | Sharp Wealth Advisory, LLC | 174.8K | $28.99M |
| 5 | Savant Capital, LLC | 154.9K | $25.69M |
| 6 | Pnc Financial Services Group, Inc. | 143.2K | $23.74M |
| 7 | Wells Fargo & Company/Mn | 131.3K | $21.78M |
| 8 | Commonwealth Equity Services, LLC | 100.2K | $16.61M |
| 9 |
| Raymond James Financial Inc |
| 90.9K |
| $15.07M |
| 10 | Apella Capital, LLC | 85.9K | $14.24M |