CUSIP 032108672SAMSUNG SOFR ETFSOFRQ4 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 | Capital Wealth Planning, LLC | 2.84M | $284.74M |
| 2 | Lpl Financial LLC | 14.4K | $1.44M |
| 3 | Steward Partners Investment Advisory, LLC | 8.3K | $832.0K |
| 4 | Citadel Advisors LLC | 6.0K | $602.5K |
| 5 | Stifel Financial Corp | 2.7K | $271.6K |
| 6 | Mml Investors Services, LLC | 2.7K | $270.2K |
| 7 | Osaic Holdings, Inc. | 500 | $50.1K |
| 8 | Ubs Group AG | 119 | $11.9K |