CUSIP 00039J608HIGH YIELD ETFHYFIQ4 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 | Lpl Financial LLC | 2.79M | $105.03M |
| 2 | Wagner Wealth Management, LLC | 646.5K | $24.30M |
| 3 | Raymond James Financial Inc | 469.7K | $17.65M |
| 4 | Assetmark, Inc | 445.9K | $16.76M |
| 5 | Bank Of New York Mellon Corp | 318.0K | $11.95M |
| 6 | Alliancebernstein L.P. | 291.4K | $10.95M |
| 7 | Envestnet Asset Management Inc | 240.8K | $9.05M |
| 8 | Anderson Financial Strategies, LLC | 234.9K | $8.83M |
| 9 |
| Iht Wealth Management, LLC |
| 143.8K |
| $5.40M |
| 10 | Wealth Enhancement Advisory Services, LLC | 142.5K | $5.38M |