CUSIP 77926X205S&P 500 ODTE COVXDTEQ4 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 | Proficio Capital Partners LLC | 64.2K | $2.55M |
| 2 | Rfg Advisory, LLC | 30.7K | $1.22M |
| 3 | Commonwealth Equity Services, LLC | 30.2K | $1.20M |
| 4 | Cetera Investment Advisers | 14.5K | $577.2K |
| 5 | Bartlett & Co. Wealth Management LLC | 10.6K | $442.3K |
| 6 | Cura Wealth Advisors, LLC | 8.6K | $342.0K |
| 7 | Pnc Financial Services Group, Inc. | 7.6K | $301.5K |
| 8 | Stock Yards Bank & Trust Co | 6.7K | $265.8K |
| 9 |
| Tucker Asset Management LLC |
| 3.9K |
| $155.9K |
| 10 | Strive Financial Group ,LLC | 3.7K | $145.7K |