CUSIP 78463X459S&P GLBDIV ETFWDIVQ4 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 | Ae Wealth Management LLC | 344.8K | $26.01M |
| 2 | Lpl Financial LLC | 128.8K | $9.72M |
| 3 | Morgan Stanley | 109.7K | $8.28M |
| 4 | Bank Of America Corp /De/ | 92.8K | $7.00M |
| 5 | State Street Corp | 63.6K | $4.80M |
| 6 | Kkm Financial LLC | 55.1K | $4.16M |
| 7 | Corient Private Wealth LLC | 50.9K | $3.84M |
| 8 | Ameriprise Financial Inc | 39.0K | $2.95M |
| 9 | Wealthspire Advisors, LLC |
| 35.6K |
| $2.69M |
| 10 | Raymond James Financial Inc | 34.1K | $2.58M |