CUSIP 78464A508PRTFLO S&P500 VLSPYVQ4 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 | Financial Engines Advisors L.L.C. | 81.81M | $4.65B |
| 2 | Lpl Financial LLC | 50.10M | $2.85B |
| 3 | Morgan Stanley | 19.75M | $1.12B |
| 4 | Allworth Financial LP | 19.70M | $1.12B |
| 5 | Goldman Sachs Group Inc | 17.90M | $1.02B |
| 6 | Valmark Advisers, Inc. | 8.74M | $496.53M |
| 7 | Ameriprise Financial Inc | 8.30M | $471.66M |
| 8 | Bank Of America Corp /De/ | 7.67M | $435.52M |
| 9 |
| 6.80M |
| $386.11M |
| 10 | Ubs Group AG | 6.49M | $368.95M |