CUSIP 74933W601MOTLEY FOL ETFTMFCQ4 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 | Lpl Financial LLC | 1.25M | $89.90M |
| 2 | Morgan Stanley | 1.09M | $77.94M |
| 3 | Amplius Wealth Advisors, LLC | 914.2K | $65.61M |
| 4 | Raymond James Financial Inc | 775.6K | $55.66M |
| 5 | Wells Fargo & Company/Mn | 467.2K | $33.53M |
| 6 | Portfolio Strategies, Inc. | 421.4K | $30.24M |
| 7 | Private Advisor Group, LLC | 384.1K | $27.56M |
| 8 | Royal Bank Of Canada | 347.6K | $24.95M |
| 9 |
| Osaic Holdings, Inc. |
| 181.2K |
| $13.01M |
| 10 | Gm Advisory Group, LLC | 128.5K | $9.22M |