CUSIP 78464A201S&P 600 SMCP GRWSLYGQ4 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 | Lpl Financial LLC | 4.68M | $440.76M |
| 2 | Bank Of America Corp /De/ | 1.15M | $107.92M |
| 3 | Financial Engines Advisors L.L.C. | 1.14M | $107.74M |
| 4 | Morgan Stanley | 1.04M | $97.51M |
| 5 | Ameriprise Financial Inc | 960.8K | $90.50M |
| 6 | Northrock Partners, LLC | 660.4K | $62.21M |
| 7 | Diversified Enterprises, LLC | 519.0K | $48.89M |
| 8 | Cetera Investment Advisers | 429.7K | $40.48M |
| 9 |
| Rodgers & Associates, Ltd |
| 423.7K |
| $39.90M |
| 10 | Wcg Wealth Advisors LLC | 399.9K | $37.66M |