CUSIP 55286W108CORE PLUS BD ETFMFSBQ4 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 | Marshall Financial Group, LLC | 913.3K | $23.03M |
| 2 | Lpl Financial LLC | 728.8K | $18.38M |
| 3 | Confluence Wealth Services, Inc. | 704.9K | $17.77M |
| 4 | Fermata Advisors, LLC | 467.4K | $11.79M |
| 5 | Jones Financial Companies Lllp | 408.0K | $10.29M |
| 6 | Marshall Investment Management, LLC | 175.4K | $4.42M |
| 7 | Jpmorgan Chase & Co | 92.1K | $2.32M |
| 8 | Truist Financial Corp | 73.5K | $1.85M |
| 9 |
| Commonwealth Equity Services, LLC |
| 62.0K |
| $1.56M |
| 10 | Citadel Advisors LLC | 59.1K | $1.49M |