Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Invesco Actively Managed Exchange-Traded Fund Trust
13G
ICLO · 46090A721
|
7.6% |
4/21/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 7.6% | ||||
| BNY Mellon IHC, LLC | 7.6% | ||||
| MBC Investments Corp | 7.6% | ||||
| BNY Mellon Advisors, Inc. | 7.6% | ||||
|
Dolby Laboratories, Inc.
13G/A
Amendment 1
DLB · 25659T107
|
9.3% |
4/21/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 9.3% | ||||
| BNY Mellon IHC, LLC | 7.9% | ||||
| MBC Investments Corp | 7.9% | ||||
| Newton Investment Management North America, LLC | 6.9% | ||||
|
Assurant, Inc.
13G/A
Amendment 1
AIZ · 04621X108
|
7.4% |
4/21/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 7.4% | ||||
| BNY Mellon IHC, LLC | 6.4% | ||||
| MBC Investments Corp | 6.4% | ||||
| Newton Investment Management North America, LLC | 5.4% | ||||
|
Legg Mason ETF Investment Trust
13G/A
Amendment 4
YLDE · 524682309
|
8.2% |
4/7/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 8.2% | ||||
| BNY Mellon IHC, LLC | 8.2% | ||||
| MBC Investments Corp | 8.2% | ||||
| BNY Mellon Advisors, Inc. | 8.2% | ||||
|
Spinnaker ETF Series
13G
GENT · 84858T798
|
11.2% |
4/7/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 11.2% | ||||
| BNY Mellon IHC, LLC | 11.2% | ||||
| MBC Investments Corp | 11.2% | ||||
| BNY Mellon Advisors, Inc. | 11.2% | ||||
|
Spinnaker ETF Series
13G/A
Amendment 1
GENM · 84858T780
|
40.1% |
4/7/2025
Event 3/31/2025
|
|||
| Bank of New York Mellon Corp | 40.1% | ||||
| BNY Mellon IHC, LLC | 40.1% | ||||
| MBC Investments Corp | 40.1% | ||||
| BNY Mellon Advisors, Inc. | 40.1% | ||||
|
iSHARES TRUST
13G/A
Amendment 3
CNYA · 46434V514
|
35.1% |
3/7/2025
Event 2/28/2025
|
|||
| Bank of New York Mellon Corp | 35.1% | ||||
| BNY Mellon IHC, LLC | 35.1% | ||||
| MBC Investments Corp | 35.1% | ||||
| MELLON INVESTMENTS Corp | 35.1% | ||||
|
Invesco Exchange-Traded Self-Indexed Fund Trust
13G/A
Amendment 6
IIGD · 46139W502
|
0% |
3/7/2025
Event 2/28/2025
|
|||
| Bank of New York Mellon Corp | 0% | ||||
| BNY Mellon IHC, LLC | 0% | ||||
| MBC Investments Corporation | 0% | ||||
| BNY Mellon Advisors, Inc. | 0% | ||||
|
Invesco Exchange-Traded Self-Indexed Fund Trust
13G/A
Amendment 3
OMFS · 46138J593
|
16.8% |
3/7/2025
Event 2/28/2025
|
|||
| Bank of New York Mellon Corp | 16.8% | ||||
| BNY Mellon IHC, LLC | 16.8% | ||||
| MBC Investments Corp | 16.8% | ||||
| BNY Mellon Advisors, Inc. | 16.8% | ||||
|
Spinnaker ETF Series
13G
GENM · 84858T780
|
15.5% |
3/7/2025
Event 2/28/2025
|
|||
| Bank of New York Mellon Corp | 15.5% | ||||
| BNY Mellon IHC, LLC | 15.5% | ||||
| MBC Investments Corp | 15.5% | ||||
| BNY Mellon Advisors, Inc. | 15.5% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G
PFIG · 46138E693
|
32.4% |
3/7/2025
Event 2/28/2025
|
|||
| Bank of New York Mellon Corp | 32.4% | ||||
| BNY Mellon IHC, LLC | 32.4% | ||||
| MBC Investments Corp | 32.4% | ||||
| BNY Mellon Advisors, Inc. | 32.4% | ||||
|
APx Acquisition Corp. I
13G/A
Amendment 1
APXIF · G0440J109
|
4.5% |
2/11/2025
Event 1/15/2025
|
|||
|
Invesco Exchange-Traded Fund Trust II
13G/A
Amendment 2
IFLN · 46138E719
|
10.5% |
2/5/2025
Event 1/31/2025
|
|||
| Bank of New York Mellon Corp | 10.5% | ||||
| BNY Mellon IHC, LLC | 10.5% | ||||
| MBC Investments Corp | 10.5% | ||||
| BNY Mellon Advisors, Inc. | 10.5% | ||||
|
DBX ETF Trust
13G/A
Amendment 7
RVNU · 233051705
|
9.2% |
1/27/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 9.2% | ||||
| BNY Mellon IHC, LLC | 9.2% | ||||
| MBC Investments Corp | 9.2% | ||||
| BNY Mellon Advisors, Inc. | 9.2% | ||||
|
Voya Financial, Inc.
13G/A
Amendment 1
VOYA · 929089100
|
6.7% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 6.7% | ||||
| BNY Mellon IHC, LLC | 5.2% | ||||
| MBC Investments Corp | 5.2% | ||||
|
Nushares ETF Trust
13G/A
Amendment 2
NUHY · 67092P854
|
8.6% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 8.6% | ||||
| BNY Mellon N.A. | 7.5% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G/A
Amendment 1
IFLN · 46138E719
|
9.5% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 9.5% | ||||
| BNY Mellon IHC, LLC | 9.5% | ||||
| MBC Investments Corp | 9.5% | ||||
| BNY Mellon Advisors, Inc. | 9.5% | ||||
|
First Horizon Corp
13G/A
Amendment 1
FHN · 320517105
|
7.0% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 7.0% | ||||
| BNY Mellon IHC, LLC | 6.2% | ||||
| MBC Investments Corp | 6.2% | ||||
|
Dolby Laboratories, Inc.
13G
DLB · 25659T107
|
8.0% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 8.0% | ||||
| BNY Mellon IHC, LLC | 7.5% | ||||
| MBC Investments Corp | 7.5% | ||||
| Newton Investment Management North America, LLC | 6.6% | ||||
|
iSHARES TRUST
13G
LQDB · 46436E494
|
5.2% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 5.2% | ||||
| BNY Mellon IHC, LLC | 5.2% | ||||
| MBC Investments Corp | 5.2% | ||||
| MELLON INVESTMENTS Corp | 5.2% | ||||
|
Crescent Energy Co
13G
CRGY · 44952J104
|
5.0% |
1/23/2025
Event 12/31/2024
|
|||
|
Assurant, Inc.
13G
AIZ · 04621X108
|
6.5% |
1/23/2025
Event 12/31/2024
|
|||
| Bank of New York Mellon Corp | 6.5% | ||||
| BNY Mellon IHC, LLC | 5.4% | ||||
| MBC Investments Corp | 5.4% | ||||
|
APx Acquisition Corp. I
13G
APXIF · G0440J109
|
8.4% |
1/7/2025
Event 12/30/2024
|
|||
|
iSHARES TRUST
13G/A
Amendment 2
CNYA · 46434V514
|
28.5% |
12/5/2024
Event 11/30/2024
|
|||
| Bank of New York Mellon Corp | 28.5% | ||||
| BNY Mellon IHC, LLC | 28.5% | ||||
| MBC Investments Corp | 28.5% | ||||
| MELLON INVESTMENTS Corp | 28.5% | ||||
|
iSHARES TRUST
13G/A
Amendment 1
CNYA · 46434V514
|
21.9% |
11/7/2024
Event 10/31/2024
|
|||
| Bank of New York Mellon Corp | 21.9% | ||||
| BNY Mellon IHC, LLC | 21.9% | ||||
| MBC Investments Corp | 21.9% | ||||
| MELLON INVESTMENTS Corp | 21.9% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G/A
Amendment 3
IDLV · 46138E230
|
11.3% |
11/7/2024
Event 10/31/2024
|
|||
| Bank of New York Mellon Corp | 11.3% | ||||
| BNY Mellon IHC, LLC | 11.3% | ||||
| MBC Investments Corp | 11.3% | ||||
| BNY Mellon Advisors, Inc. | 11.3% | ||||
|
Invesco Exchange-Traded Self-Indexed Fund Trust
13G/A
Amendment 2
OMFS · 46138J593
|
10.5% |
11/7/2024
Event 10/31/2024
|
|||
| Bank of New York Mellon Corp | 10.5% | ||||
| BNY Mellon IHC, LLC | 10.5% | ||||
| MBC Investments Corp | 10.5% | ||||
| BNY Mellon Advisors, Inc. | 10.5% | ||||
|
Vanguard Admiral Funds
13G/A
Amendment 1
VIOG · 921932794
|
9.3% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 9.3% | ||||
| BNY Mellon IHC, LLC | 9.3% | ||||
| MBC Investments Corp | 9.3% | ||||
| MELLON INVESTMENTS Corp | 9.3% | ||||
|
DBX ETF Trust
13G/A
Amendment 6
RVNU · 233051705
|
12.5% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 12.5% | ||||
| BNY Mellon IHC, LLC | 12.5% | ||||
| MBC Investments Corp | 12.5% | ||||
| BNY Mellon Advisors, Inc. | 12.5% | ||||
|
Legg Mason ETF Investment Trust
13G/A
Amendment 2
WBND · 52468L810
|
0% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 0% | ||||
| BNY Mellon IHC, LLC | 0% | ||||
| MBC Investments Corp | 0% | ||||
| BNY Mellon Advisors, Inc. | 0% | ||||
|
VanEck ETF Trust
13G/A
Amendment 2
MLN · 92189F536
|
10.8% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 10.8% | ||||
| BNY Mellon N.A. | 10.4% | ||||
|
iSHARES TRUST
13G/A
Amendment 4
SUB · 464288158
|
6.4% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 6.4% | ||||
| BNY Mellon N.A. | 6.2% | ||||
|
Hartford Funds Exchange-Traded Trust
13G/A
Amendment 22
HTAB · 41653L404
|
9.5% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 9.5% | ||||
| BNY Mellon N.A. | 9.5% | ||||
|
Legg Mason ETF Investment Trust
13G/A
Amendment 3
YLDE · 524682309
|
16.1% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 16.1% | ||||
| BNY Mellon IHC, LLC | 16.1% | ||||
| MBC Investments Corp | 16.1% | ||||
| BNY Mellon Advisors, Inc. | 16.1% | ||||
|
iShares, Inc.
13G/A
Amendment 4
LEMB · 464286517
|
7.6% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 7.6% | ||||
| BNY Mellon N.A. | 7.6% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G/A
Amendment 2
IDLV · 46138E230
|
7.7% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 7.7% | ||||
| BNY Mellon IHC, LLC | 7.7% | ||||
| MBC Investments Corp | 7.7% | ||||
| BNY Mellon Advisors, Inc. | 7.7% | ||||
|
First Horizon Corp
13G
FHN · 320517105
|
5.5% |
10/29/2024
Event 9/30/2024
|
|||
|
Voya Financial, Inc.
13G
VOYA · 929089100
|
5.7% |
10/29/2024
Event 9/30/2024
|
|||
|
Invesco Exchange-Traded Fund Trust II
13G
EELV · 46138E297
|
7.2% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 7.2% | ||||
| BNY Mellon IHC, LLC | 7.2% | ||||
| MBC Investments Corp | 7.2% | ||||
| BNY Mellon Advisors, Inc. | 7.2% | ||||
|
Invesco Exchange-Traded Fund Trust
13G
RPV · 46137V258
|
5.7% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 5.7% | ||||
| BNY Mellon IHC, LLC | 5.7% | ||||
| MBC Investments Corp | 5.7% | ||||
| BNY Mellon Advisors, Inc. | 5.7% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G
IFLN · 46138E719
|
6.4% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 6.4% | ||||
| BNY Mellon IHC, LLC | 6.4% | ||||
| MBC Investments Corp | 6.4% | ||||
| BNY Mellon Advisors, Inc. | 6.4% | ||||
|
Invesco Exchange-Traded Fund Trust II
13G
GOVI · 46138E107
|
5.9% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 5.9% | ||||
| BNY Mellon IHC, LLC | 5.9% | ||||
| MBC Investments Corp | 5.9% | ||||
| BNY Mellon Advisors, Inc. | 5.9% | ||||
|
Hubbell Inc
13G
HUBB · 443510607
|
5.0% |
10/29/2024
Event 9/30/2024
|
|||
|
American Century ETF Trust
13G
FDG · 025072810
|
5.1% |
10/29/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 5.1% | ||||
| BNY Mellon IHC, LLC | 5.1% | ||||
| MBC Investments Corp | 5.1% | ||||
| BNY Mellon Advisors, Inc. | 5.1% | ||||
|
Invesco Exchange-Traded Self-Indexed Fund Trust
13G/A
Amendment 5
IIGD · 46139W502
|
39.1% |
10/7/2024
Event 9/30/2024
|
|||
| Bank of New York Mellon Corp | 39.1% | ||||
| BNY Mellon IHC, LLC | 39.1% | ||||
| MBC Investments Corporation | 39.1% | ||||
| BNY Mellon Advisors, Inc. | 39.1% | ||||