CUSIP 78464A144PORTFOLIO CRPORTSPBOQ4 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 | Ameriprise Financial Inc | 8.03M | $235.51M |
| 2 | Lpl Financial LLC | 3.03M | $88.87M |
| 3 | Bank Of America Corp /De/ | 2.77M | $81.27M |
| 4 | St Germain D J Co Inc | 2.13M | $62.61M |
| 5 | Ae Wealth Management LLC | 1.97M | $57.94M |
| 6 | Osaic Holdings, Inc. | 1.54M | $45.23M |
| 7 | Procyon Advisors, LLC | 1.49M | $43.82M |
| 8 | Assetmark, Inc | 1.48M | $43.30M |
| 9 |
| 1.37M |
| $40.30M |
| 10 | Morgan Stanley | 1.32M | $38.63M |