CUSIP 464288323NEW YORK MUN ETFNYFQ4 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 | Tiaa Trust, National Association | 1.10M | $58.73M |
| 2 | Bank Of America Corp /De/ | 676.1K | $36.18M |
| 3 | High Probability Advisors, LLC | 629.8K | $33.70M |
| 4 | Hightower Advisors, LLC | 551.7K | $29.52M |
| 5 | Morgan Stanley | 546.6K | $29.25M |
| 6 | Facet Wealth, Inc. | 507.8K | $27.34M |
| 7 | Fmr LLC | 474.6K | $25.40M |
| 8 | Alesco Advisors LLC | 435.5K | $23.30M |
| 9 |
| 323.9K |
| $17.33M |
| 10 | Legacy Edge Advisors, LLC | 294.0K | $15.73M |