CUSIP 78464A672PORTFLI INTRMDITSPTIQ4 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 | 48.81M | $1.41B |
| 2 | Financial Engines Advisors L.L.C. | 44.09M | $1.27B |
| 3 | Bank Of America Corp /De/ | 14.38M | $414.60M |
| 4 | Mather Group, LLC. | 11.32M | $326.38M |
| 5 | Richard Bernstein Advisors LLC | 7.95M | $229.16M |
| 6 | Ameriprise Financial Inc | 6.84M | $197.16M |
| 7 | Envestnet Asset Management Inc | 6.15M | $177.47M |
| 8 | Merit Financial Group, LLC | 5.76M | $166.06M |
| 9 |
| Globalt Investments LLC / Ga |
| 5.62M |
| $162.13M |
| 10 | One Day In July LLC | 4.87M | $140.32M |