CUSIP 78464A649PORTFOLIO AGRGTESPABQ4 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 | 23.52M | $605.52M |
| 2 | Cliftonlarsonallen Wealth Advisors, LLC | 15.21M | $391.69M |
| 3 | State Street Corp | 12.39M | $319.09M |
| 4 | Cerity Partners LLC | 11.68M | $300.74M |
| 5 | Envestnet Asset Management Inc | 9.13M | $235.15M |
| 6 | Riverfront Investment Group, LLC | 7.75M | $199.47M |
| 7 | Horizon Investments, LLC | 7.09M | $182.51M |
| 8 | Exchange Traded Concepts, LLC | 7.08M | $182.35M |
| 9 |
| Bank Of America Corp /De/ |
| 4.73M |
| $121.80M |
| 10 | Osaic Holdings, Inc. | 4.14M | $106.67M |