CUSIP 46641Q159INCOME ETFJPIEQ4 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 | Jpmorgan Chase & Co | 7.73M | $357.88M |
| 2 | Morgan Stanley | 6.79M | $314.31M |
| 3 | Sequoia Financial Advisors, LLC | 5.59M | $258.86M |
| 4 | Wells Fargo & Company/Mn | 3.76M | $174.01M |
| 5 | Savant Capital, LLC | 3.53M | $163.52M |
| 6 | Bank Of America Corp /De/ | 3.10M | $143.65M |
| 7 | Heritage Financial Services, LLC | 2.85M | $131.86M |
| 8 | Envestnet Asset Management Inc | 2.54M | $117.64M |
| 9 |
| Waverly Advisors, LLC |
| 2.28M |
| $105.36M |
| 10 | Royal Bank Of Canada | 2.16M | $100.20M |