CUSIP 922908744VALUE ETFVTVQ4 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 | Bank Of America Corp /De/ | 136.15M | $26.00B |
| 2 | Jones Financial Companies Lllp | 55.27M | $10.56B |
| 3 | Morgan Stanley | 33.17M | $6.34B |
| 4 | Envestnet Asset Management Inc | 20.28M | $3.87B |
| 5 | Ubs Group AG | 12.64M | $2.41B |
| 6 | Ameriprise Financial Inc | 11.18M | $2.14B |
| 7 | Lpl Financial LLC | 10.74M | $2.05B |
| 8 | Raymond James Financial Inc | 8.76M | $1.67B |
| 9 |
| 8.24M |
| $1.57B |
| 10 | Ep Wealth Advisors, LLC | 7.92M | $1.51B |