CUSIP 00768Y560ADVISORSHS ETFCWSQ4 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 | Cibc World Market Inc. | 127.5K | $8.76M |
| 2 | Osaic Holdings, Inc. | 107.0K | $7.36M |
| 3 | Lpl Financial LLC | 101.7K | $6.99M |
| 4 | Kestra Advisory Services, LLC | 96.5K | $6.63M |
| 5 | Stifel Financial Corp | 91.7K | $6.30M |
| 6 | Cetera Investment Advisers | 66.1K | $4.54M |
| 7 | Raymond James Financial Inc | 64.4K | $4.43M |
| 8 | Mason & Associates Inc | 45.4K | $3.12M |
| 9 |
| Stone Wealth Partners |
| 33.9K |
| $2.33M |
| 10 | Trademark Financial Management, LLC | 29.8K | $2.05M |