CUSIP 29287L700FLEXIBLE INCOMEFLXRQ4 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 | Captrust Financial Advisors | 5.17M | $204.70M |
| 2 | Bank Of America Corp /De/ | 4.80M | $190.04M |
| 3 | Ubs Group AG | 2.90M | $114.74M |
| 4 | Lpl Financial LLC | 2.50M | $98.96M |
| 5 | Morgan Stanley | 2.21M | $87.49M |
| 6 | First Pacific Financial | 2.18M | $86.16M |
| 7 | Morton Capital Management LLC/Ca | 1.64M | $64.81M |
| 8 | Cary Street Partners Financial LLC | 1.47M | $58.28M |
| 9 |
| M&T Bank Corp |
| 1.34M |
| $53.23M |
| 10 | Envestnet Asset Management Inc | 1.29M | $51.00M |