CUSIP 72202L363RAFI DYN ML USMFUSQ4 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 | Schiavi & Co LLC | 1.27M | $72.00M |
| 2 | Austin Wealth Management, LLC | 604.1K | $34.91M |
| 3 | Baker Ellis Asset Management LLC | 228.3K | $12.92M |
| 4 | Marshall Investment Management, LLC | 153.6K | $8.70M |
| 5 | Entrewealth, LLC | 141.0K | $8.59M |
| 6 | Williams & Novak, LLC | 145.0K | $8.21M |
| 7 | Jpmorgan Chase & Co | 85.2K | $4.83M |
| 8 | Goldman Sachs Group Inc | 80.2K | $4.54M |
| 9 |
| Financial Consulate, Inc |
| 76.2K |
| $4.31M |
| 10 | Cetera Investment Advisers | 31.8K | $1.80M |