CUSIP 69420N718LADDERED S&P 500BUFPQ4 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 | Raymond James Financial Inc | 896.2K | $27.00M |
| 2 | Commonwealth Equity Services, LLC | 222.7K | $6.71M |
| 3 | Fermata Advisors, LLC | 187.3K | $5.64M |
| 4 | Foguth Wealth Management, LLC. | 186.2K | $5.61M |
| 5 | Assuredpartners Investment Advisors, LLC | 152.2K | $4.59M |
| 6 | Maltin Wealth Management, Inc. | 143.7K | $4.33M |
| 7 | Kestra Advisory Services, LLC | 87.5K | $2.64M |
| 8 | Aa Financial Advisors, LLC | 87.0K | $2.62M |
| 9 |
| Cetera Investment Advisers |
| 84.9K |
| $2.56M |
| 10 | Envestnet Asset Management Inc | 56.8K | $1.71M |