CUSIP 46435G417CR 5 10 YR ETFIMTBQ4 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 | Mariner, LLC | 1.17M | $51.84M |
| 2 | Octavia Wealth Advisors, LLC | 669.1K | $29.57M |
| 3 | Destination Wealth Management | 500.0K | $22.10M |
| 4 | Wealth Enhancement Advisory Services, LLC | 386.9K | $17.11M |
| 5 | Bank Of America Corp /De/ | 221.4K | $9.79M |
| 6 | Global Retirement Partners, LLC | 193.0K | $8.53M |
| 7 | Ethos Capital Management, Inc. | 184.0K | $8.13M |
| 8 | Ubs Group AG | 160.1K | $7.07M |
| 9 |
| Pfg Advisors |
| 158.6K |
| $7.01M |
| 10 | Morgan Stanley | 115.2K | $5.09M |