CUSIP 46435G342MORTGE REL ETFREMQ4 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 | Wells Fargo & Company/Mn | 1.63M | $36.23M |
| 2 | Two Sigma Investments, LP | 1.19M | $26.42M |
| 3 | Morgan Stanley | 810.2K | $17.97M |
| 4 | Bank Of America Corp /De/ | 550.0K | $12.20M |
| 5 | Osaic Holdings, Inc. | 391.5K | $8.68M |
| 6 | Evergreen Capital Management LLC | 344.7K | $7.64M |
| 7 | Ameriprise Financial Inc | 310.8K | $6.89M |
| 8 | Lpl Financial LLC | 303.9K | $6.74M |
| 9 |
| Advisornet Financial, Inc |
| 281.9K |
| $6.25M |
| 10 | Foundations Investment Advisors, LLC | 263.4K | $5.84M |