CUSIP 78433H659ETFQ4 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 | Financial Security Advisor, Inc. | 1.90M | $95.62M |
| 2 | Arkadios Wealth Advisors | 230.7K | $11.61M |
| 3 | Triumph Capital Management | 16.1K | $811.0K |
| 4 | Sound Income Strategies, LLC | 419 | $21.1K |
| 5 | Farther Finance Advisors, LLC | 81 | $4.1K |