CUSIP 74347B581SP500 EX ENRGYSPXEQ4 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 | Bwm Planning, LLC | 139.2K | $10.28M |
| 2 | Goldman Sachs Group Inc | 118.0K | $8.72M |
| 3 | Jpmorgan Chase & Co | 52.2K | $3.86M |
| 4 | Pathstone Holdings, LLC | 41.1K | $3.03M |
| 5 | Lpl Financial LLC | 27.7K | $2.05M |
| 6 | Equitable Holdings, Inc. | 16.0K | $1.18M |
| 7 | Bank Of America Corp /De/ | 15.0K | $1.11M |
| 8 | Mather Group, LLC. | 10.2K | $753.6K |
| 9 | Private Advisor Group, LLC |
| 9.8K |
| $723.5K |
| 10 | Ep Wealth Advisors, LLC | 8.4K | $620.0K |