CUSIP 14020Y888ULTRA SHORT INCOCGUIQ4 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 | Merit Financial Group, LLC | 1.12M | $28.29M |
| 2 | Lpl Financial LLC | 889.1K | $22.50M |
| 3 | Tribridge Partners Financial LLC | 258.9K | $6.55M |
| 4 | Wealthcare Advisory Partners LLC | 201.8K | $5.11M |
| 5 | Kensington Asset Management, LLC | 184.9K | $4.68M |
| 6 | Bank Of New York Mellon Corp | 164.3K | $4.16M |
| 7 | Osaic Holdings, Inc. | 160.2K | $4.05M |
| 8 | Steward Partners Investment Advisory, LLC | 150.7K | $3.81M |
| 9 |
| Capital Group Private Client Services, Inc. |
| 142.2K |
| $3.60M |
| 10 | Capital International Investors | 105.0K | $2.66M |