CUSIP 00777X603SOUNDWATCH HEDGDSHDGQ4 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 | United Capital Financial Advisors, LLC | 4.99M | $160.90M |
| 2 | Soundwatch Capital LLC | 61.1K | $1.97M |
| 3 | Susquehanna International Group, LLP | 23.4K | $754.3K |
| 4 | Old Mission Capital LLC | 17.9K | $579.7K |
| 5 | Advisory Services Network, LLC | 16.8K | $542.8K |
| 6 | Atria Investments, Inc | 16.5K | $533.4K |
| 7 | Gts Securities LLC | 12.4K | $400.7K |
| 8 | Crestwood Advisors Group, LLC | 11.1K | $359.7K |
| 9 |
| Navis Wealth Advisors, LLC |
| 9.3K |
| $301.6K |
| 10 | Transcendent Capital Group LLC | 6.2K | $200.2K |