CUSIP 66538J720TOEWS AGILTY SHSMRSKQ4 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 | Lpl Financial LLC | 2.21M | $81.23M |
| 2 | Orion Porfolio Solutions, LLC | 1.92M | $70.76M |
| 3 | Strategic Equity Management | 948.5K | $34.91M |
| 4 | Osaic Holdings, Inc. | 584.3K | $21.50M |
| 5 | Moneywise, Inc. | 458.8K | $16.89M |
| 6 | Hfg Wealth Management, LLC | 328.6K | $12.09M |
| 7 | Visionary Horizons, LLC | 261.3K | $9.61M |
| 8 | Rpg Family Wealth Advisory, LLC | 238.3K | $8.78M |
| 9 |
| Ausdal Financial Partners, Inc. |
| 148.2K |
| $5.45M |
| 10 | Envestnet Asset Management Inc | 106.6K | $3.92M |