CUSIP 03463K752OAK ULTRASHORTUYLDQ4 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 | Wealth Enhancement Advisory Services, LLC | 10.91M | $558.34M |
| 2 | Gradient Investments LLC | 1.38M | $70.53M |
| 3 | Focus Partners Wealth | 1.13M | $57.61M |
| 4 | Osaic Holdings, Inc. | 804.2K | $41.13M |
| 5 | Ubs Group AG | 803.7K | $41.10M |
| 6 | Richard P Slaughter Associates Inc | 667.8K | $34.16M |
| 7 | Wells Fargo & Company/Mn | 437.8K | $22.39M |
| 8 | Crescent Grove Advisors, LLC | 348.7K | $17.92M |
| 9 |
| Heritage Trust Co |
| 284.4K |
| $14.55M |
| 10 | Steel Grove Capital Advisors, LLC | 273.3K | $13.98M |