CUSIP 14020Y300US MULTI-SECTORCGMSQ4 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 | Lpl Financial LLC | 15.37M | $424.43M |
| 2 | Morgan Stanley | 6.70M | $185.03M |
| 3 | Envestnet Asset Management Inc | 6.30M | $173.88M |
| 4 | Wells Fargo & Company/Mn | 5.40M | $149.28M |
| 5 | Raymond James Financial Inc | 5.20M | $143.69M |
| 6 | Ubs Group AG | 4.41M | $121.89M |
| 7 | Cetera Investment Advisers | 3.65M | $100.80M |
| 8 | Commonwealth Equity Services, LLC | 3.12M | $86.29M |
| 9 |
| Great Valley Advisor Group, Inc. |
| 3.02M |
| $83.53M |
| 10 | Osaic Holdings, Inc. | 2.45M | $67.56M |