CUSIP 46641Q845DIVERSFD EQT ETFJPSEQ4 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 | Koss-Olinger Consulting, LLC | 1.23M | $61.77M |
| 2 | Lpl Financial LLC | 900.1K | $45.07M |
| 3 | Raymond James Financial Inc | 748.0K | $37.46M |
| 4 | Bank Of America Corp /De/ | 585.3K | $29.31M |
| 5 | Hartford Financial Management Inc. | 333.4K | $16.69M |
| 6 | Aprio Wealth Management, LLC | 310.3K | $15.54M |
| 7 | Royal Bank Of Canada | 308.2K | $15.43M |
| 8 | Morgan Stanley | 290.8K | $14.56M |
| 9 |
| Goldstein Advisors, LLC |
| 228.5K |
| $11.44M |
| 10 | Northwestern Mutual Wealth Management Co | 207.6K | $10.40M |