CUSIP 00039J889TAX AWARE INTERMTAFMQ4 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. | 9.64M | $244.97M |
| 2 | Northrock Partners, LLC | 1.27M | $32.35M |
| 3 | Lvw Advisors, LLC | 1.01M | $25.57M |
| 4 | Lpl Financial LLC | 768.3K | $19.53M |
| 5 | Hightower Advisors, LLC | 555.6K | $14.12M |
| 6 | Fsm Wealth Advisors, LLC | 443.1K | $11.26M |
| 7 | Jpmorgan Chase & Co | 288.9K | $7.34M |
| 8 | Truist Financial Corp | 277.4K | $7.05M |
| 9 |
| 196.6K |
| $5.00M |
| 10 | Americana Partners, LLC | 190.4K | $4.84M |