CUSIP 74347B508DJ BRKFLD GLBTOLZQ4 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 | 865.7K | $46.88M |
| 2 | Aprio Wealth Management, LLC | 401.3K | $21.73M |
| 3 | Gradient Investments LLC | 326.0K | $17.65M |
| 4 | Aaron Wealth Advisors LLC | 194.8K | $10.55M |
| 5 | Wells Fargo & Company/Mn | 94.2K | $5.10M |
| 6 | Alliancebernstein L.P. | 62.8K | $3.40M |
| 7 | Wealth Architects, LLC | 59.0K | $3.19M |
| 8 | Mercer Global Advisors Inc /Adv | 47.4K | $2.56M |
| 9 |
| Lpl Financial LLC |
| 40.6K |
| $2.20M |
| 10 | Envestnet Portfolio Solutions, Inc. | 37.1K | $2.01M |