CUSIP 464287879SP SMCP600VL ETFIJSQ4 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/ | 3.24M | $368.77M |
| 2 | Morgan Stanley | 3.10M | $352.64M |
| 3 | Fmr LLC | 1.32M | $150.42M |
| 4 | Wells Fargo & Company/Mn | 1.26M | $143.22M |
| 5 | Ubs Group AG | 1.05M | $119.83M |
| 6 | Lpl Financial LLC | 896.0K | $101.90M |
| 7 | Prime Capital Investment Advisors, LLC | 784.7K | $89.23M |
| 8 | Modera Wealth Management, LLC | 739.2K | $84.06M |
| 9 |
| 709.8K |
| $80.71M |
| 10 | Pnc Financial Services Group, Inc. | 557.7K | $63.42M |