CUSIP 14022A102US SMALL AND MIDCGMMQ4 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 | Envestnet Asset Management Inc | 7.30M | $210.58M |
| 2 | Lpl Financial LLC | 2.96M | $85.22M |
| 3 | Wells Fargo & Company/Mn | 1.59M | $45.81M |
| 4 | Osaic Holdings, Inc. | 1.53M | $44.27M |
| 5 | Merit Financial Group, LLC | 1.36M | $39.23M |
| 6 | Cetera Investment Advisers | 1.17M | $33.73M |
| 7 | Captrust Financial Advisors | 1.04M | $29.86M |
| 8 | Commonwealth Equity Services, LLC | 920.1K | $26.54M |
| 9 |
| Kestra Advisory Services, LLC |
| 898.4K |
| $25.91M |
| 10 | Stifel Financial Corp | 889.7K | $25.66M |