CUSIP 78464A706GLB DOW ETFDGTQ4 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 | 232.0K | $38.67M |
| 2 | Systelligence, LLC | 201.3K | $33.56M |
| 3 | Morgan Stanley | 137.8K | $22.98M |
| 4 | Members Advisory Group LLC | 119.9K | $19.98M |
| 5 | Baltimore-Washington Financial Advisors, Inc. | 79.6K | $13.28M |
| 6 | Fagan Associates, Inc. | 75.3K | $12.55M |
| 7 | Intact Investment Management Inc. | 73.3K | $12.21M |
| 8 | Cetera Investment Advisers | 59.2K | $9.87M |
| 9 |
| Onyx Bridge Wealth Group LLC |
| 43.7K |
| $7.28M |
| 10 | Main Street Financial Solutions, LLC | 39.9K | $6.64M |