CUSIP 025072117CALIF MUN BD ETFCATFQ4 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 | Composition Wealth, LLC | 376.5K | $18.83M |
| 2 | American Century Companies Inc | 366.9K | $18.35M |
| 3 | San Luis Wealth Advisors LLC | 143.1K | $7.16M |
| 4 | Weaver Consulting Group | 49.9K | $2.50M |
| 5 | Jane Street Group, LLC | 36.0K | $1.80M |
| 6 | Cooper Capital Advisors LLC | 17.3K | $864.2K |
| 7 | Ehrlich Financial Group | 13.4K | $667.9K |
| 8 | Wealthgarden F.S. LLC | 12.7K | $638.7K |
| 9 |
| Farther Finance Advisors, LLC |
| 8.6K |
| $431.5K |
| 10 | Mariner, LLC | 7.4K | $368.2K |