CUSIP 01989A209CORE PLUS ETFAPLUQ4 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 | Allspring Global Investments Holdings, LLC | 8.00M | $199.72M |
| 2 | Steward Partners Investment Advisory, LLC | 1.82M | $45.39M |
| 3 | Raymond James Financial Inc | 1.19M | $29.75M |
| 4 | Beaumont Financial Advisors, LLC | 931.1K | $23.25M |
| 5 | Axxcess Wealth Management, LLC | 379.4K | $9.47M |
| 6 | Stifel Financial Corp | 212.6K | $5.31M |
| 7 | Cerity Partners LLC | 145.9K | $3.64M |
| 8 | Edge Financial Advisors LLC | 83.7K | $2.09M |
| 9 |
| Integrated Wealth Concepts LLC |
| 69.2K |
| $1.73M |
| 10 | Beam Wealth Advisors, Inc. | 40.1K | $1.00M |