CUSIP 14064D550FAIRLEAD TACTICATACKQ4 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 | Cary Street Partners Financial LLC | 2.42M | $72.61M |
| 2 | Ubs Group AG | 1.91M | $57.36M |
| 3 | Stifel Financial Corp | 731.9K | $21.93M |
| 4 | Evernest Financial Advisors, LLC | 340.2K | $10.58M |
| 5 | Mariner, LLC | 326.8K | $9.79M |
| 6 | Nbz Investment Advisors LLC | 318.5K | $9.55M |
| 7 | Ameriprise Financial Inc | 206.2K | $6.18M |
| 8 | Commonwealth Equity Services, LLC | 144.6K | $4.33M |
| 9 |
| Hightower Advisors, LLC |
| 89.1K |
| $2.67M |
| 10 | Newedge Advisors, LLC | 85.7K | $2.57M |