CUSIP 00039J202TAX AWARE SHRTTAFIQ4 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 | Alliancebernstein L.P. | 21.86M | $551.20M |
| 2 | Lpl Financial LLC | 3.63M | $91.40M |
| 3 | Morgan Stanley | 2.82M | $71.06M |
| 4 | Bank Of America Corp /De/ | 966.7K | $24.37M |
| 5 | Jpmorgan Chase & Co | 888.2K | $22.39M |
| 6 | Osaic Holdings, Inc. | 599.5K | $15.11M |
| 7 | Sanctuary Advisors, LLC | 598.5K | $15.09M |
| 8 | Ubs Group AG | 411.3K | $10.37M |
| 9 | Atria Investments, Inc |
| 386.0K |
| $9.73M |
| 10 | Sagespring Wealth Partners, LLC | 343.6K | $8.66M |