CUSIP 78464A474PORTFOLIO SHORTSPSBQ4 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 | Creative Planning | 50.90M | $1.54B |
| 2 | Lpl Financial LLC | 9.43M | $284.65M |
| 3 | Valmark Advisers, Inc. | 8.74M | $263.86M |
| 4 | Morgan Stanley | 8.71M | $263.11M |
| 5 | Envestnet Asset Management Inc | 5.39M | $162.89M |
| 6 | Baird Financial Group, Inc. | 5.18M | $156.32M |
| 7 | Bank Of America Corp /De/ | 4.86M | $146.87M |
| 8 | Advisory Alpha, LLC | 4.37M | $131.85M |
| 9 |
| Royal Bank Of Canada |
| 3.88M |
| $117.15M |
| 10 | Allstate Corp | 3.73M | $112.75M |