CUSIP 69420N692LADDERED S&P 500PBFRQ4 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 | Brucke Financial, Inc. | 629.3K | $18.39M |
| 2 | Vise Technologies, Inc. | 596.9K | $17.44M |
| 3 | Foguth Wealth Management, LLC. | 181.2K | $5.30M |
| 4 | Blvd Private Wealth, LLC | 151.9K | $4.44M |
| 5 | Aa Financial Advisors, LLC | 89.8K | $2.63M |
| 6 | Raymond James Financial Inc | 67.5K | $1.97M |
| 7 | Cetera Investment Advisers | 56.5K | $1.65M |
| 8 | Assuredpartners Investment Advisors, LLC | 56.2K | $1.64M |
| 9 |
| Long Island Wealth Management, Inc. |
| 36.0K |
| $1.05M |
| 10 | Claro Advisors Inc. | 29.2K | $853.6K |