CUSIP 46641Q167ACTIVE VALUE ETFJAVAQ4 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 | 20.40M | $1.46B |
| 2 | Lpl Financial LLC | 6.26M | $449.16M |
| 3 | Dynasty Wealth Management, LLC | 4.78M | $342.57M |
| 4 | Sagespring Wealth Partners, LLC | 4.20M | $258.77M |
| 5 | Ameriprise Financial Inc | 2.64M | $189.08M |
| 6 | Morgan Stanley | 1.79M | $128.60M |
| 7 | Openarc Corporate Advisory, LLC | 1.62M | $116.51M |
| 8 | Cetera Investment Advisers | 1.39M | $99.35M |
| 9 |
| Envestnet Asset Management Inc |
| 1.22M |
| $87.69M |
| 10 | Pnc Financial Services Group, Inc. | 1.04M | $74.27M |