CUSIP 47103U886HENDRSN SHRT ETFVNLAQ4 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 | Ae Wealth Management LLC | 7.48M | $367.70M |
| 2 | Morgan Stanley | 6.15M | $302.34M |
| 3 | Bank Of America Corp /De/ | 4.13M | $202.92M |
| 4 | Lpl Financial LLC | 3.04M | $149.60M |
| 5 | Wells Fargo & Company/Mn | 2.43M | $119.46M |
| 6 | Kensington Asset Management, LLC | 1.50M | $73.81M |
| 7 | Private Advisor Group, LLC | 1.39M | $68.27M |
| 8 | Raymond James Financial Inc | 1.26M | $61.83M |
| 9 |
| Geneos Wealth Management Inc. |
| 720.4K |
| $35.40M |
| 10 | Schneider Downs Wealth Management Advisors, LP | 708.6K | $34.82M |