CUSIP 74006E736IMPACT LARGE CAPPRXGQ4 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 | Eversource Wealth Advisors, LLC | 1.35M | $49.20M |
| 2 | Lifeguide Financial Advisors, LLC | 137.3K | $5.00M |
| 3 | Smartleaf Asset Management LLC | 90.8K | $3.34M |
| 4 | Kestra Advisory Services, LLC | 80.3K | $2.93M |
| 5 | Cornerstone Financial Management LLC | 20.6K | $752.3K |
| 6 | Harbour Investments, Inc. | 17.4K | $635.9K |
| 7 | Strategic Blueprint, LLC | 12.0K | $436.7K |
| 8 | Lgt Financial Advisors LLC | 2.3K | $82.4K |
| 9 |
| Natural Investments, LLC |
| 28.2K |
| $1.0K |
| 10 | Ubs Group AG | 21 | $767 |