CUSIP 78464A359BBG CONV SEC ETFCWBQ4 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 | Bank Of America Corp /De/ | 2.63M | $234.35M |
| 2 | Howard Capital Management Inc. | 2.32M | $206.55M |
| 3 | Envestnet Asset Management Inc | 2.23M | $198.78M |
| 4 | Morgan Stanley | 1.59M | $141.97M |
| 5 | Lpl Financial LLC | 1.58M | $140.83M |
| 6 | Wells Fargo & Company/Mn | 1.48M | $132.29M |
| 7 | Cetera Investment Advisers | 1.43M | $127.99M |
| 8 | Northwestern Mutual Wealth Management Co | 1.04M | $92.96M |
| 9 |
| Assetmark, Inc |
| 911.8K |
| $81.33M |
| 10 | Ameriprise Financial Inc | 801.9K | $71.53M |