CUSIP 025072877US SML CP VALUAVUVQ4 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 | Creative Planning | 18.84M | $1.92B |
| 2 | Focus Partners Wealth | 6.54M | $667.16M |
| 3 | Lpl Financial LLC | 5.48M | $558.36M |
| 4 | Morgan Stanley | 2.99M | $304.42M |
| 5 | Truepoint, Inc. | 2.85M | $290.35M |
| 6 | Mason Investment Advisory Services, Inc. | 2.84M | $290.12M |
| 7 | Bank Of America Corp /De/ | 2.49M | $254.26M |
| 8 | Envestnet Asset Management Inc | 2.34M | $238.44M |
| 9 |
| Northwestern Mutual Wealth Management Co |
| 2.31M |
| $235.90M |
| 10 | Ameriprise Financial Inc | 2.08M | $211.85M |