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CUSIP 69374H238S&P 500 QUALITYLCOWQ1 2026

13D / 13G Filings

Schedule 13D/13G on record

Beneficial Filers

Distinct reporting persons

Largest Stake

38.8%

Max % of class reported

Institutional Holders

13F filers (latest quarter)

3 filings · latest Jan 20, 2026

#	Filed	Reporting Person	Form	% of Class	Shares	Filing
1	Jan 20, 2026	Truist Financial Corp	13G/A	31.9%	215.0K	SEC
2	Oct 6, 2025	Truist Financial Corp	13G/A	29.9%	209.3K	SEC
3	Jul 7, 2025	Truist Financial Corp	13G	38.8%	194.2K	SEC

Largest reported positions · latest quarter

#	Fund	Shares	Value
1	Truist Financial Corp	228.5K	$5.10M
2	Cetera Investment Advisers	41.1K	$916.6K
3	Envestnet Asset Management Inc	16.6K	$369.3K
4	Kestra Advisory Services, LLC	12.9K	$287.8K
5	Smith, Moore & Co.	12.2K	$273.1K
6	Sankala Group LLC	908	$19.9K
7	Wells Fargo & Company/Mn	518	$11.6K
8	Advisory Services Network, LLC	226	$5.0K