CUSIP 46654Q781EQUITY FOCUS ETFJPEFQ4 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 | Raymond James Financial Inc | 2.22M | $165.80M |
| 2 | Lpl Financial LLC | 1.20M | $89.91M |
| 3 | Mml Investors Services, LLC | 873.0K | $65.20M |
| 4 | Cetera Investment Advisers | 551.7K | $41.20M |
| 5 | Commonwealth Equity Services, LLC | 530.0K | $39.59M |
| 6 | Osaic Holdings, Inc. | 519.2K | $38.78M |
| 7 | Beaumont Financial Advisors, LLC | 513.1K | $38.32M |
| 8 | Jones Financial Companies Lllp | 512.8K | $38.30M |
| 9 |
| Balance Wealth, LLC |
| 363.7K |
| $27.16M |
| 10 | Leverty Financial Group, LLC | 322.1K | $24.06M |