CUSIP 78464A656PORTFLI TIPS ETFSPIPQ4 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 | State Street Corp | 3.74M | $97.08M |
| 2 | Charles Schwab Investment Management Inc | 3.02M | $78.24M |
| 3 | 3edge Asset Management, LP | 1.19M | $30.83M |
| 4 | Pure Financial Advisors, LLC | 1.06M | $27.52M |
| 5 | Cannon Financial Strategists, Inc. | 1.05M | $27.22M |
| 6 | Cerity Partners LLC | 836.1K | $21.70M |
| 7 | Bank Of America Corp /De/ | 814.5K | $21.14M |
| 8 | Lpl Financial LLC | 719.1K | $18.66M |
| 9 |
| Hughes Financial Services, LLC |
| 715.6K |
| $18.57M |
| 10 | Morgan Stanley | 543.9K | $14.11M |