CUSIP 00162Q346SMITH CORE PLUSSMTHQ4 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 | Wealth Enhancement Advisory Services, LLC | 55.47M | $1.45B |
| 2 | Annex Advisory Services, LLC | 6.97M | $181.84M |
| 3 | Shufro Rose & Co LLC | 4.86M | $126.65M |
| 4 | Stratos Investment Management, LLC | 3.26M | $84.98M |
| 5 | Bank Of New York Mellon Corp | 2.14M | $55.76M |
| 6 | Trilogy Capital Inc. | 1.62M | $42.27M |
| 7 | Lineweaver Wealth Advisors, LLC | 1.38M | $36.08M |
| 8 | Level Four Advisory Services, LLC | 1.34M | $34.99M |
| 9 |
| Hamilton Wealth, LLC |
| 1.34M |
| $34.87M |
| 10 | Meridian Wealth Management, LLC | 832.2K | $21.70M |