CUSIP 78463X103PORTFLO EURP ETFSPEUQ4 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 | Morgan Stanley | 887.2K | $46.25M |
| 2 | Osaic Holdings, Inc. | 603.7K | $31.47M |
| 3 | Lpl Financial LLC | 363.7K | $18.96M |
| 4 | Bank Of America Corp /De/ | 291.3K | $15.19M |
| 5 | Jacobi Capital Management LLC | 249.1K | $12.98M |
| 6 | Atlantic Edge Private Wealth Management, LLC | 195.4K | $10.19M |
| 7 | Mather Group, LLC. | 170.1K | $8.87M |
| 8 | Equitable Holdings, Inc. | 169.4K | $8.83M |
| 9 |
| Treasure Coast Financial Planning |
| 124.2K |
| $6.47M |
| 10 | Wells Fargo & Company/Mn | 103.4K | $5.39M |