CUSIP 78464A300S&P 600 SMCP VALSLYVQ4 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 | 5.65M | $514.30M |
| 2 | Bank Of America Corp /De/ | 1.37M | $124.59M |
| 3 | Financial Engines Advisors L.L.C. | 1.16M | $105.57M |
| 4 | Cannon Financial Strategists, Inc. | 1.00M | $91.15M |
| 5 | Goelzer Investment Management, Inc. | 879.1K | $79.98M |
| 6 | Northrock Partners, LLC | 781.7K | $71.11M |
| 7 | Ameriprise Financial Inc | 713.6K | $64.93M |
| 8 | Hightower Advisors, LLC | 542.5K | $49.35M |
| 9 |
| Morgan Stanley |
| 498.5K |
| $45.35M |
| 10 | Creative Planning | 458.2K | $41.68M |