CUSIP 464288828US HLTHCR PR ETFIHFQ4 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 | Sather Financial Group Inc | 909.0K | $43.58M |
| 2 | Morgan Stanley | 717.7K | $34.41M |
| 3 | Royal Bank Of Canada | 496.2K | $23.79M |
| 4 | Element Pointe Advisors, LLC | 405.6K | $19.45M |
| 5 | Bnp Paribas Financial Markets | 401.0K | $19.22M |
| 6 | Wells Fargo & Company/Mn | 358.5K | $17.19M |
| 7 | Bank Of America Corp /De/ | 356.2K | $17.08M |
| 8 | Wharton Business Group, LLC | 335.8K | $16.10M |
| 9 |
| Kingsview Wealth Management, LLC |
| 317.4K |
| $15.22M |
| 10 | Ubs Group AG | 289.0K | $13.85M |