CUSIP 09789C879JP MORGAN USD EMXEMDQ4 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 | Adventist Health System Sunbelt Healthcare Corp | 7.91M | $352.80M |
| 2 | Potomac Fund Management Inc /Adv | 564.7K | $25.18M |
| 3 | Assetmark, Inc | 438.5K | $19.55M |
| 4 | Sound Income Strategies, LLC | 316.6K | $14.18M |
| 5 | Bank Of America Corp /De/ | 254.7K | $11.36M |
| 6 | Envestnet Asset Management Inc | 245.2K | $10.93M |
| 7 | Dorval Corp | 192.0K | $8.56M |
| 8 | Cetera Investment Advisers | 168.5K | $7.51M |
| 9 |
| Encompass More Asset Management |
| 90.4K |
| $4.03M |
| 10 | Orion Porfolio Solutions, LLC | 62.7K | $2.80M |