CUSIP 921910840MEGA CAP VAL ETFMGVQ4 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 | Assetmark, Inc | 15.43M | $2.18B |
| 2 | Bank Of America Corp /De/ | 4.52M | $638.27M |
| 3 | Morgan Stanley | 2.98M | $420.65M |
| 4 | Ameriprise Financial Inc | 2.22M | $313.59M |
| 5 | Ubs Group AG | 1.80M | $254.00M |
| 6 | Envestnet Asset Management Inc | 1.30M | $184.01M |
| 7 | Merit Financial Group, LLC | 1.26M | $178.11M |
| 8 | Pnc Financial Services Group, Inc. | 1.22M | $172.73M |
| 9 |
| Lpl Financial LLC |
| 1.07M |
| $151.49M |
| 10 | Wells Fargo & Company/Mn | 1.00M | $141.82M |