CUSIP 12811T738LADDERED S&P 500CPSLQ4 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 | Burkett Financial Services, LLC | 720.5K | $19.60M |
| 2 | Mutual Advisors, LLC | 130.1K | $3.54M |
| 3 | Hightower Advisors, LLC | 110.3K | $3.00M |
| 4 | Cetera Investment Advisers | 83.7K | $2.28M |
| 5 | Amplius Wealth Advisors, LLC | 79.1K | $2.15M |
| 6 | Worth Asset Management, LLC | 68.1K | $1.85M |
| 7 | Commonwealth Equity Services, LLC | 66.2K | $1.80M |
| 8 | Susquehanna International Group, LLP | 39.1K | $1.06M |
| 9 |
| Harbour Investments, Inc. |
| 33.0K |
| $898.4K |
| 10 | Royal Bank Of Canada | 28.7K | $781.0K |