CUSIP 92189F411BDC INCOME ETFBIZDQ4 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 | Morgan Stanley | 6.35M | $90.09M |
| 2 | Bank Of America Corp /De/ | 5.83M | $82.67M |
| 3 | Wells Fargo & Company/Mn | 4.41M | $62.58M |
| 4 | Lpl Financial LLC | 2.56M | $36.35M |
| 5 | Two Sigma Investments, LP | 2.25M | $31.94M |
| 6 | Generali Asset Management Spa Sgr | 2.20M | $31.20M |
| 7 | Cambridge Associates LLC /Ma/ /Adv | 1.75M | $24.79M |
| 8 | Bank Julius Baer & Co. Ltd, Zurich | 1.67M | $23.70M |
| 9 |
| Raymond James Financial Inc |
| 1.40M |
| $19.89M |
| 10 | Mission Hills Financial Advisory, LLC | 1.21M | $17.19M |