CUSIP 464288703MRNING SM CP ETFISCVQ4 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 | Exchange Traded Concepts, LLC | 908.5K | $62.23M |
| 2 | Morgan Stanley | 316.5K | $21.68M |
| 3 | Vaughan & Co Securities, Inc. | 301.0K | $20.62M |
| 4 | Focus Partners Wealth | 285.3K | $19.54M |
| 5 | Lpl Financial LLC | 231.3K | $15.84M |
| 6 | Steele Capital Management, Inc. | 187.2K | $12.82M |
| 7 | Bank Of America Corp /De/ | 172.4K | $11.81M |
| 8 | Royal Bank Of Canada | 155.2K | $10.63M |
| 9 |
| Wells Fargo & Company/Mn |
| 141.0K |
| $9.66M |
| 10 | Ubs Group AG | 134.4K | $9.21M |