CUSIP 025072695CORE MUNI FXD INAVMUQ4 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 | 804.5K | $37.20M |
| 2 | Beaird Harris Wealth Management, LLC | 186.3K | $8.62M |
| 3 | Plancorp, LLC | 144.8K | $6.70M |
| 4 | Sax Wealth Advisors, LLC | 111.9K | $5.17M |
| 5 | Commonwealth Equity Services, LLC | 81.1K | $3.75M |
| 6 | Savant Capital, LLC | 70.5K | $3.26M |
| 7 | Lpl Financial LLC | 68.4K | $3.16M |
| 8 | Align Financial, LLC | 2.71M | $2.71M |
| 9 |
| Financial Engines Advisors L.L.C. |
| 55.5K |
| $2.57M |
| 10 | Axxcess Wealth Management, LLC | 53.6K | $2.48M |