CUSIP 464288208MRGSTR MD CP ETFIMCBQ4 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 | 1.85M | $152.75M |
| 2 | Morgan Stanley | 1.50M | $124.22M |
| 3 | Ubs Group AG | 1.33M | $110.18M |
| 4 | Raymond James Financial Inc | 498.2K | $41.22M |
| 5 | Lpl Financial LLC | 456.3K | $37.75M |
| 6 | Means Investment Co., Inc. | 428.0K | $35.41M |
| 7 | Cetera Investment Advisers | 237.5K | $19.65M |
| 8 | Wells Fargo & Company/Mn | 204.8K | $16.95M |
| 9 |
| 189.2K |
| $15.65M |
| 10 | Commonwealth Equity Services, LLC | 179.5K | $14.85M |