CUSIP 00400R858WBI PWR FCTR ETFWBIYQ4 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 | Wbi Investments, LLC | 785.4K | $25.13M |
| 2 | Maridea Wealth Management LLC | 420.6K | $13.46M |
| 3 | Lpl Financial LLC | 146.0K | $4.67M |
| 4 | Rockport Wealth LLC | 138.3K | $4.43M |
| 5 | Envestnet Asset Management Inc | 67.8K | $2.17M |
| 6 | Stratos Wealth Partners, Ltd. | 65.9K | $2.11M |
| 7 | Gts Securities LLC | 43.5K | $1.39M |
| 8 | Morgan Stanley | 20.1K | $642.7K |
| 9 |
| Advyzon Investment Management, LLC |
| 17.9K |
| $571.3K |
| 10 | Ausdal Financial Partners, Inc. | 17.9K | $571.3K |