CUSIP 464288505MRGSTR SM CP ETFISCBQ4 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 | 361.0K | $23.47M |
| 2 | Cetera Investment Advisers | 270.0K | $17.56M |
| 3 | Lpl Financial LLC | 178.3K | $11.60M |
| 4 | Wells Fargo & Company/Mn | 71.4K | $4.64M |
| 5 | Bank Of America Corp /De/ | 66.2K | $4.30M |
| 6 | Goldman Sachs Group Inc | 43.6K | $2.84M |
| 7 | Goldstein Advisors, LLC | 38.2K | $2.48M |
| 8 | Gladstone Institutional Advisory LLC | 36.5K | $2.38M |
| 9 |
| Commonwealth Equity Services, LLC |
| 34.5K |
| $2.24M |
| 10 | Citadel Advisors LLC | 33.9K | $2.21M |