CUSIP 37954Y657US PFD ETFPFFDQ4 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 | Orgel Wealth Management, LLC | 7.37M | $139.37M |
| 2 | Bank Of America Corp /De/ | 6.01M | $113.69M |
| 3 | Lpl Financial LLC | 3.85M | $72.71M |
| 4 | Morgan Stanley | 2.97M | $56.13M |
| 5 | Wells Fargo & Company/Mn | 2.68M | $50.61M |
| 6 | New York Life Investment Management LLC | 1.69M | $32.02M |
| 7 | Envestnet Asset Management Inc | 1.68M | $31.70M |
| 8 | Lido Advisors, LLC | 1.53M | $29.62M |
| 9 |
| Fukoku Mutual Life Insurance Co |
| 1.55M |
| $29.33M |
| 10 | Mercer Global Advisors Inc /Adv | 1.40M | $26.50M |