CUSIP 360876874CONSERVATIVE ETFXRLXQ4 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 | One Capital Management, LLC | 306.4K | $14.08M |
| 2 | Gts Securities LLC | 19.6K | $902.2K |
| 3 | Atria Investments, Inc | 9.1K | $419.3K |
| 4 | Creative Planning | 6.5K | $300.7K |
| 5 | Glass Jacobson Investment Advisors LLC | 1.9K | $86.3K |
| 6 | Geneos Wealth Management Inc. | 800 | $36.8K |
| 7 | Ubs Group AG | 10 | $460 |
| 8 | Steward Partners Investment Advisory, LLC | 1 | $46 |