CUSIP 78464A375PORTFOLIO INTRMDSPIBQ4 2025
2 filings · latest Aug 9, 2021
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 49.06M | $1.66B |
| 2 | Charles Schwab Investment Management Inc | 29.91M | $1.01B |
| 3 | Envestnet Asset Management Inc | 10.90M | $368.36M |
| 4 | American Family Investments, Inc. | 8.70M | $293.98M |
| 5 | Creative Planning | 8.06M | $272.45M |
| 6 | Cliftonlarsonallen Wealth Advisors, LLC | 6.51M | $220.23M |
| 7 | D.A. Davidson & Co. | 6.07M | $205.21M |
| 8 | Morgan Stanley | 5.92M | $200.14M |
| 9 |
| Ameriprise Financial Inc |
| 5.73M |
| $193.70M |
| 10 | Wells Fargo & Company/Mn | 5.49M | $185.62M |