CUSIP 03463K760INCOME ETFCARYQ4 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 | Morgan Stanley | 4.79M | $99.79M |
| 2 | Wells Fargo & Company/Mn | 3.92M | $81.55M |
| 3 | Arkadios Wealth Advisors | 3.13M | $65.26M |
| 4 | Ubs Group AG | 2.17M | $45.28M |
| 5 | Focus Partners Wealth | 1.42M | $29.68M |
| 6 | Channel Wealth LLC | 1.15M | $24.01M |
| 7 | Osaic Holdings, Inc. | 1.09M | $22.73M |
| 8 | Raymond James Financial Inc | 1.05M | $21.88M |
| 9 | Bank Of New York Mellon Corp |
| 962.9K |
| $20.05M |
| 10 | Tortoise Investment Management, LLC | 647.9K | $13.49M |