CUSIP 00764Q579FRONTIER ASSET UFLCEQ4 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 | Jpmorgan Chase & Co | 986.1K | $28.20M |
| 2 | Frontier Asset Management, LLC | 672.8K | $19.24M |
| 3 | Envestnet Asset Management Inc | 270.6K | $7.74M |
| 4 | Signature Estate & Investment Advisors LLC | 76.5K | $2.19M |
| 5 | Strategic Blueprint, LLC | 11.9K | $339.2K |
| 6 | Corecap Advisors, LLC | 11.3K | $322.2K |
| 7 | Envestnet Portfolio Solutions, Inc. | 8.2K | $234.8K |
| 8 | Global Retirement Partners, LLC | 1.4K | $39.1K |
| 9 |
| Kestra Advisory Services, LLC |
| 1.2K |
| $35.0K |
| 10 | Assetmark, Inc | 212 | $6.1K |