CUSIP 78463X889PORTFOLIO DEVLPDSPDWQ4 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 | Creative Planning | 125.13M | $5.56B |
| 2 | Financial Engines Advisors L.L.C. | 57.22M | $2.54B |
| 3 | Lpl Financial LLC | 37.34M | $1.66B |
| 4 | Allworth Financial LP | 29.79M | $1.32B |
| 5 | Tiaa Trust, National Association | 13.60M | $603.77M |
| 6 | Morgan Stanley | 11.92M | $529.18M |
| 7 | State Street Corp | 8.46M | $375.60M |
| 8 | Ubs Group AG | 8.40M | $372.87M |
| 9 |
| 7.97M |
| $353.82M |
| 10 | Bank Of America Corp /De/ | 6.96M | $309.20M |