CUSIP 69420N833S&P 500 BUFFERPBJLQ4 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 | Foguth Wealth Management, LLC. | 431.4K | $12.93M |
| 2 | Prudential Financial Inc | 231.9K | $6.95M |
| 3 | Compass Advisory Group LLC | 145.9K | $4.37M |
| 4 | Jim Saulnier & Associates, LLC | 127.4K | $3.82M |
| 5 | American Asset Management Inc. | 53.3K | $1.60M |
| 6 | Commonwealth Equity Services, LLC | 48.1K | $1.44M |
| 7 | Spire Wealth Management | 38.5K | $1.15M |
| 8 | Bcgm Wealth Management, LLC | 11.7K | $351.5K |
| 9 |
| Blue Water Asset Management |
| 11.2K |
| $335.1K |
| 10 | Kestra Advisory Services, LLC | 8.4K | $251.0K |