CUSIP 47804J107MLTFCTR LRG CAPJHMLQ4 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 | Grimes & Co Wealth Management, LLC | 1.58M | $126.41M |
| 2 | Ameriprise Financial Inc | 1.35M | $108.07M |
| 3 | Lpl Financial LLC | 1.05M | $84.15M |
| 4 | Wells Fargo & Company/Mn | 935.7K | $74.71M |
| 5 | Sanchez Wealth Management Group | 498.4K | $39.80M |
| 6 | Commonwealth Equity Services, LLC | 470.6K | $37.58M |
| 7 | Raymond James Financial Inc | 440.6K | $35.18M |
| 8 | Morgan Stanley | 421.7K | $33.67M |
| 9 |
| Envestnet Asset Management Inc |
| 350.1K |
| $27.96M |
| 10 | Bank Of America Corp /De/ | 281.4K | $22.47M |