CUSIP 00162Q205EQUAL SEC ETFEQLQ4 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/ | 1.54M | $71.52M |
| 2 | Raymond James Financial Inc | 1.07M | $49.41M |
| 3 | Morgan Stanley | 1.06M | $49.12M |
| 4 | Ameriprise Financial Inc | 644.2K | $29.88M |
| 5 | Lpl Financial LLC | 307.8K | $14.27M |
| 6 | Cetera Investment Advisers | 191.0K | $8.86M |
| 7 | Wells Fargo & Company/Mn | 188.0K | $8.72M |
| 8 | Perryman Financial Advisory Inc /Ad | 120.9K | $5.61M |
| 9 |
| Ubs Group AG |
| 98.3K |
| $4.56M |
| 10 | Commonwealth Equity Services, LLC | 77.9K | $3.62M |