CUSIP 29287L205TRANSFORM SYSTEMPWRDQ4 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 | Dynasty Wealth Management, LLC | 5.30M | $509.93M |
| 2 | Jpmorgan Chase & Co | 3.03M | $291.33M |
| 3 | Sagespring Wealth Partners, LLC | 2.35M | $192.89M |
| 4 | Openarc Corporate Advisory, LLC | 1.67M | $160.62M |
| 5 | Quotient Wealth Partners, LLC | 661.6K | $63.62M |
| 6 | Wcg Wealth Advisors LLC | 359.8K | $34.60M |
| 7 | Lpl Financial LLC | 335.4K | $32.25M |
| 8 | Raymond James Financial Inc | 254.8K | $24.50M |
| 9 |
| Unique Wealth, LLC |
| 167.3K |
| $16.09M |
| 10 | Valence8 Us LP | 164.8K | $15.85M |