CUSIP 72201R775ACTIVE BD ETFBONDQ4 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 | Morgan Stanley | 3.38M | $314.67M |
| 2 | Lpl Financial LLC | 2.90M | $269.56M |
| 3 | Envestnet Asset Management Inc | 2.10M | $195.52M |
| 4 | Wells Fargo & Company/Mn | 1.98M | $184.65M |
| 5 | Osaic Holdings, Inc. | 1.65M | $153.79M |
| 6 | Tectonic Advisors LLC | 1.59M | $147.68M |
| 7 | Onedigital Investment Advisors LLC | 1.55M | $144.49M |
| 8 | Ae Wealth Management LLC | 1.48M | $137.95M |
| 9 |
| Bank Of America Corp /De/ |
| 1.45M |
| $135.33M |
| 10 | Koss-Olinger Consulting, LLC | 1.32M | $122.46M |