CUSIP 46429B663CORE HIGH DV ETFHDVQ4 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 | Bank Of America Corp /De/ | 4.52M | $549.26M |
| 2 | Morgan Stanley | 3.38M | $411.07M |
| 3 | Lpl Financial LLC | 2.93M | $356.56M |
| 4 | Wells Fargo & Company/Mn | 1.55M | $188.08M |
| 5 | Ubs Group AG | 1.46M | $177.68M |
| 6 | Royal Bank Of Canada | 1.25M | $152.20M |
| 7 | Jpmorgan Chase & Co | 1.22M | $148.46M |
| 8 | Raymond James Financial Inc | 974.3K | $118.48M |
| 9 | Envestnet Asset Management Inc |
| 898.0K |
| $109.21M |
| 10 | Jones Financial Companies Lllp | 871.5K | $105.98M |