CUSIP 46429B366CMBS ETFCMBSQ4 2025
8 filings · latest Feb 5, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Syon Capital LLC | 633.8K | $31.11M |
| 2 | Ubs Group AG | 541.9K | $26.60M |
| 3 | Ae Wealth Management LLC | 490.5K | $24.08M |
| 4 | Arvest Investments, Inc. | 438.2K | $21.51M |
| 5 | Lpl Financial LLC | 418.2K | $20.52M |
| 6 | Morgan Stanley | 307.0K | $15.07M |
| 7 | Bank Of America Corp /De/ | 294.5K | $14.45M |
| 8 | Hancock Whitney Corp | 268.9K | $13.20M |
| 9 | Prepared Retirement Institute LLC |
| 4 | Aug 2, 2024 | First Trust Portfolios LP | 13G/A | 3.0% | 275.0K | SEC |
| 5 | Jan 12, 2024 | First Trust Portfolios LP | 13G/A | 6.9% | 584.5K | SEC |
| 6 | Jan 25, 2023 | First Trust Portfolios LP | 13G/A | 10.0% | 1.23M | SEC |
| 7 | Jan 28, 2022 | First Trust Portfolios LP | 13G/A | 12.2% | 1.95M | SEC |
| 8 | Oct 8, 2021 | First Trust Portfolios LP | 13G | 10.4% | 1.56M | SEC |
| 240.7K |
| $11.81M |
| 10 | Prudential PLC | 194.4K | $9.54M |