CUSIP 78464A409PRTFLO S&P500 GWSPYGQ4 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 | 40.22M | $4.29B |
| 2 | Financial Engines Advisors L.L.C. | 17.29M | $1.84B |
| 3 | Morgan Stanley | 16.22M | $1.73B |
| 4 | Allworth Financial LP | 12.38M | $1.32B |
| 5 | Goldman Sachs Group Inc | 11.76M | $1.26B |
| 6 | Envestnet Asset Management Inc | 11.18M | $1.19B |
| 7 | Ameriprise Financial Inc | 10.31M | $1.10B |
| 8 | Jpmorgan Chase & Co | 5.77M | $615.48M |
| 9 |
| Horizon Investments, LLC |
| 5.39M |
| $575.03M |
| 10 | Equitable Holdings, Inc. | 4.91M | $523.93M |