CUSIP 46641Q670CORE PLUS BD ETFJCPBQ4 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 | Hb Wealth Management, LLC | 12.38M | $586.19M |
| 2 | Morgan Stanley | 6.42M | $304.13M |
| 3 | Bank Of America Corp /De/ | 5.91M | $279.94M |
| 4 | Factory Mutual Insurance Co | 5.85M | $276.82M |
| 5 | Raymond James Financial Inc | 4.77M | $225.73M |
| 6 | Jpmorgan Chase & Co | 4.48M | $212.17M |
| 7 | Openarc Corporate Advisory, LLC | 4.24M | $200.93M |
| 8 | Legacy Wealth Management, Inc | 3.73M | $176.60M |
| 9 |
| Dynasty Wealth Management, LLC |
| 3.72M |
| $176.37M |
| 10 | Mariner, LLC | 3.63M | $172.02M |