CUSIP 47103U209HENDERSN SML ETFJSMDQ4 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 | 776.7K | $63.35M |
| 2 | Bank Of America Corp /De/ | 646.3K | $52.71M |
| 3 | Morgan Stanley | 626.8K | $51.12M |
| 4 | Mars Jewett Financial Group, Inc. | 380.1K | $32.92M |
| 5 | Leelyn Smith, LLC | 361.4K | $29.48M |
| 6 | Royal Bank Of Canada | 336.7K | $27.46M |
| 7 | Raymond James Financial Inc | 276.0K | $22.51M |
| 8 | Resonant Capital Advisors, LLC | 241.5K | $19.70M |
| 9 |
| Envestnet Asset Management Inc |
| 239.8K |
| $19.56M |
| 10 | Stifel Financial Corp | 196.3K | $16.01M |