CUSIP 19762B202EM CORE EX ETFXCEMQ4 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 | Bank Of America Corp /De/ | 3.11M | $119.28M |
| 2 | Morgan Stanley | 2.80M | $107.44M |
| 3 | Northwestern Mutual Wealth Management Co | 1.45M | $55.50M |
| 4 | Lpl Financial LLC | 999.8K | $38.35M |
| 5 | Raymond James Financial Inc | 915.1K | $35.10M |
| 6 | Marotta Asset Management | 909.2K | $34.88M |
| 7 | Flaharty Asset Management, LLC | 772.5K | $29.63M |
| 8 | Mercer Global Advisors Inc /Adv | 732.4K | $28.10M |
| 9 |
| O'Brien Wealth Partners LLC |
| 731.0K |
| $28.04M |
| 10 | Hennion & Walsh Asset Management, Inc. | 668.2K | $25.63M |