CUSIP 01989A704SMID CORE ETFASCEQ4 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 | Vestgen Advisors, LLC | 444.2K | $11.92M |
| 2 | Envestnet Asset Management Inc | 336.9K | $9.04M |
| 3 | Kingsview Wealth Management, LLC | 264.5K | $7.10M |
| 4 | &Partners | 227.0K | $6.09M |
| 5 | Snowden Capital Advisors LLC | 190.9K | $5.12M |
| 6 | Embree Financial Group | 43.3K | $1.16M |
| 7 | Qtr Family Wealth, LLC | 24.5K | $705.0K |
| 8 | Meridian Wealth Management, LLC | 18.8K | $505.4K |
| 9 |
| Gts Securities LLC |
| 13.3K |
| $356.9K |
| 10 | Kestra Advisory Services, LLC | 4.2K | $112.2K |