CUSIP 464288760US AER DEF ETFITAQ4 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 | Envestnet Asset Management Inc | 4.72M | $1.01B |
| 2 | Lpl Financial LLC | 3.15M | $676.79M |
| 3 | Morgan Stanley | 2.99M | $642.67M |
| 4 | Bank Of America Corp /De/ | 2.89M | $621.14M |
| 5 | Wells Fargo & Company/Mn | 1.27M | $272.78M |
| 6 | Ameriprise Financial Inc | 772.4K | $165.83M |
| 7 | Mml Investors Services, LLC | 725.0K | $155.66M |
| 8 | Raymond James Financial Inc | 717.9K | $154.13M |
| 9 |
| Jpmorgan Chase & Co |
| 683.2K |
| $146.68M |
| 10 | Ubs Group AG | 644.1K | $138.29M |