CUSIP 00162Q510ACTIVE EQTY OPPTRFFCQ4 2025
7 filings · latest Jul 14, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alps Advisors Inc | 165.7K | $11.11M |
| 2 | Citadel Advisors LLC | 18.8K | $1.26M |
| 3 | Osaic Holdings, Inc. | 14.4K | $966.6K |
| 4 | Envestnet Asset Management Inc | 11.0K | $735.5K |
| 5 | Fermata Advisors, LLC | 9.9K | $666.2K |
| 6 | Arsenal Capital Advisors LLC | 6.7K | $450.1K |
| 7 | Koshinski Asset Management, Inc. | 5.3K | $356.5K |
| 8 | Riverfront Investment Group, LLC | 5.0K | $334.1K |
| 9 |
| 4 | Feb 15, 2023 | Truist Financial Corp | 13G/A | 17.0% | 110.3K | SEC |
| 5 | Mar 17, 2022 | Truist Financial Corp | 13G | 16.8% | 169.3K | SEC |
| 6 | Feb 17, 2021 | Truist Financial Corp | 13G | 16.6% | 299.0K | SEC |
| 7 | Jul 24, 2020 | Truist Financial Corp | 13G | 15.0% | 338.4K | SEC |
| Prospera Financial Services Inc |
| 4.1K |
| $272.4K |
| 10 | Stratos Wealth Partners, Ltd. | 3.6K | $243.9K |