CUSIP 74347R404PSHS ULT MCAP400MVVQ4 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 | Cassaday & Co Wealth Management LLC | 62.5K | $4.36M |
| 2 | Creative Planning | 25.6K | $1.78M |
| 3 | Integrated Advisors Network LLC | 9.1K | $637.5K |
| 4 | Harvest Investment Services, LLC | 5.1K | $355.5K |
| 5 | Lido Advisors, LLC | 5.0K | $344.6K |
| 6 | Corient Private Wealth LLC | 3.6K | $249.3K |
| 7 | Kingsview Wealth Management, LLC | 3.1K | $214.3K |
| 8 | Osaic Holdings, Inc. | 3.0K | $211.1K |
| 9 |
| Tucker Asset Management LLC |
| 527 |
| $36.7K |
| 10 | Tower Research Capital LLC (Trc) | 526 | $36.7K |