CUSIP 025072885US EQT ETFAVUSQ4 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 | Hb Wealth Management, LLC | 5.25M | $586.71M |
| 2 | American Century Companies Inc | 3.81M | $425.92M |
| 3 | Oak Root LLC | 2.91M | $324.83M |
| 4 | Annex Advisory Services, LLC | 2.46M | $275.47M |
| 5 | Lpl Financial LLC | 2.31M | $258.58M |
| 6 | Focus Partners Wealth | 1.98M | $221.28M |
| 7 | Envestnet Asset Management Inc | 1.68M | $188.31M |
| 8 | Hightower Advisors, LLC | 1.68M | $187.45M |
| 9 |
| Financial Plan, Inc. |
| 1.34M |
| $149.30M |
| 10 | Traphagen Investment Advisors LLC | 1.25M | $140.11M |