CUSIP 464288166AGENCY BOND ETFAGZQ4 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 | Hightower Advisors, LLC | 474.5K | $52.32M |
| 2 | Stifel Financial Corp | 426.9K | $47.07M |
| 3 | Raymond James Financial Inc | 291.5K | $32.14M |
| 4 | Bank Of New York Mellon Corp | 250.8K | $27.65M |
| 5 | Syon Capital LLC | 191.5K | $21.11M |
| 6 | Mill Creek Capital Advisors, LLC | 123.5K | $13.62M |
| 7 | Bailard, Inc. | 112.8K | $12.44M |
| 8 | Asset Management One Co., Ltd. | 103.6K | $11.42M |
| 9 |
| Keybank National Association/Oh |
| 94.4K |
| $10.40M |
| 10 | Arvest Investments, Inc. | 89.3K | $9.84M |