CUSIP 701769606VALUE SELECT ETFPRVSQ4 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 | Focus Partners Wealth | 34.7K | $970.6K |
| 2 | Wealth Enhancement Advisory Services, LLC | 32.1K | $938.3K |
| 3 | Hill Island Financial LLC | 14.9K | $417.6K |
| 4 | Ethic Inc. | 12.1K | $339.2K |
| 5 | Commonwealth Equity Services, LLC | 10.9K | $304.9K |
| 6 | Vise Technologies, Inc. | 8.7K | $243.3K |
| 7 | Jpmorgan Chase & Co | 3.5K | $97.0K |
| 8 | Quattro Advisors LLC | 3.2K | $89.1K |
| 9 |
| Harbour Investments, Inc. |
| 2.1K |
| $59.5K |
| 10 | Blackrock, Inc. | 1.1K | $32.2K |