CUSIP 46654Q716ACTIVE BOND ETFJBNDQ4 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 | Lpl Financial LLC | 13.12M | $709.35M |
| 2 | Allworth Financial LP | 6.00M | $324.49M |
| 3 | Captrust Financial Advisors | 4.62M | $249.97M |
| 4 | Ameriprise Financial Inc | 3.80M | $205.63M |
| 5 | Jpmorgan Chase & Co | 3.11M | $168.21M |
| 6 | Cetera Investment Advisers | 3.01M | $162.95M |
| 7 | Bank Of America Corp /De/ | 2.87M | $155.11M |
| 8 | Envestnet Asset Management Inc | 2.65M | $143.10M |
| 9 |
| Private Advisor Group, LLC |
| 2.63M |
| $142.22M |
| 10 | Diversified Portfolios, Inc. | 1.92M | $103.89M |