CUSIP 72201R577ULTRA SHORT GOVTBILZQ4 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 | Ae Wealth Management LLC | 1.00M | $101.11M |
| 2 | Allianz Asset Management Gmbh | 928.8K | $93.59M |
| 3 | Captrust Financial Advisors | 715.4K | $72.09M |
| 4 | Beacon Capital Management, LLC | 596.2K | $60.07M |
| 5 | Summit Financial Wealth Advisors, LLC | 276.8K | $27.89M |
| 6 | Walled Lake Planning & Wealth Management, LLC | 264.2K | $26.62M |
| 7 | Lpl Financial LLC | 224.6K | $22.64M |
| 8 | Goldman Sachs Group Inc | 193.6K | $19.51M |
| 9 |
| Access Financial Services, Inc. |
| 145.9K |
| $14.71M |
| 10 | Parallel Advisors, LLC | 134.4K | $13.54M |