CUSIP 41151J794DISCIPLINED BONDAGGSQ4 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 | Archford Capital Strategies, LLC | 138.9K | $5.72M |
| 2 | Steward Partners Investment Advisory, LLC | 57.6K | $2.37M |
| 3 | Income Research & Management | 50.0K | $2.06M |
| 4 | Worth Financial Advisory Group, LLC | 15.1K | $622.5K |
| 5 | Accurate Wealth Management, LLC | 13.1K | $542.5K |
| 6 | Jane Street Group, LLC | 6.8K | $280.7K |
| 7 | Lpl Financial LLC | 5.5K | $224.9K |
| 8 | International Assets Investment Management, LLC | 965 | $39.8K |
| 9 |
| Ubs Group AG |
| 36 |
| $1.5K |
| 10 | Cambridge Investment Research Advisors, Inc. | 9.3K | $382 |