CUSIP 78464A763S&P DIVID ETFSDYQ4 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 | Bank Of America Corp /De/ | 7.28M | $1.01B |
| 2 | Morgan Stanley | 4.84M | $673.63M |
| 3 | Raymond James Financial Inc | 3.09M | $430.09M |
| 4 | Lpl Financial LLC | 3.03M | $421.51M |
| 5 | Joel Isaacson & Co., LLC | 2.79M | $388.04M |
| 6 | Royal Bank Of Canada | 2.14M | $298.35M |
| 7 | Wells Fargo & Company/Mn | 2.08M | $288.98M |
| 8 | Ubs Group AG | 1.71M | $238.47M |
| 9 | Ameriprise Financial Inc |
| 1.54M |
| $213.46M |
| 10 | Jpmorgan Chase & Co | 1.42M | $198.26M |