CUSIP 132061201SHSHLD YIELD ETFSYLDQ4 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 | 644.5K | $44.80M |
| 2 | Raymond James Financial Inc | 457.1K | $31.78M |
| 3 | Lpl Financial LLC | 403.3K | $28.04M |
| 4 | Revolve Wealth Partners, LLC | 387.0K | $26.90M |
| 5 | Focus Partners Wealth | 362.0K | $25.17M |
| 6 | Intellus Advisors LLC | 352.2K | $24.48M |
| 7 | Vestgen Advisors, LLC | 313.4K | $21.79M |
| 8 | Compound Planning, Inc. | 277.8K | $19.31M |
| 9 |
| Rothschild Investment LLC |
| 247.7K |
| $17.22M |
| 10 | Ubs Group AG | 241.8K | $16.81M |