CUSIP 78464A516BLOOMBERG INTL TBWXQ4 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 | Cerity Partners Ocio LLC | 7.43M | $167.44M |
| 2 | Morgan Stanley | 3.10M | $69.75M |
| 3 | Manufacturers Life Insurance Company, The | 2.76M | $62.16M |
| 4 | Checchi Capital Advisers, LLC | 1.53M | $34.52M |
| 5 | Creative Planning | 1.10M | $24.78M |
| 6 | Envestnet Asset Management Inc | 925.6K | $20.85M |
| 7 | Leuthold Group, LLC | 832.9K | $18.77M |
| 8 | Gould Asset Management LLC /Ca/ | 678.1K | $15.28M |
| 9 |
| Goldman Sachs Group Inc |
| 625.9K |
| $14.10M |
| 10 | Tectonic Advisors LLC | 584.9K | $13.18M |