CUSIP 78464A805PORTFOLI S&P1500SPTMQ4 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 | 8.30M | $684.90M |
| 2 | Creative Planning | 3.21M | $264.58M |
| 3 | Private Advisor Group, LLC | 3.20M | $264.05M |
| 4 | Valmark Advisers, Inc. | 2.87M | $236.54M |
| 5 | Tidal Investments LLC | 2.81M | $231.80M |
| 6 | Assetmark, Inc | 2.75M | $226.75M |
| 7 | Wealthcare Advisory Partners LLC | 2.54M | $209.72M |
| 8 | Wealth Enhancement Advisory Services, LLC | 1.94M | $163.06M |
| 9 |
| Professional Financial Advisors, LLC |
| 1.64M |
| $135.21M |
| 10 | Hughes Financial Services, LLC | 1.61M | $132.73M |