CUSIP 025072505DIVERSIFIED MUTAXFQ4 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 | Envestnet Asset Management Inc | 2.19M | $110.57M |
| 2 | Lpl Financial LLC | 649.2K | $32.71M |
| 3 | Morgan Stanley | 422.3K | $21.28M |
| 4 | Goldstein Advisors, LLC | 412.1K | $20.76M |
| 5 | Raymond James Financial Inc | 214.2K | $10.79M |
| 6 | Private Advisor Group, LLC | 195.8K | $9.87M |
| 7 | Condor Capital Management | 168.1K | $8.47M |
| 8 | Ameriprise Financial Inc | 147.8K | $7.45M |
| 9 |
| Dynamic Advisor Solutions LLC |
| 127.1K |
| $6.40M |
| 10 | Ifp Advisors, Inc | 126.4K | $6.37M |