CUSIP 78464A821S&P 400 MDCP GRWMDYGQ4 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 | 1.75M | $161.75M |
| 2 | Financial Engines Advisors L.L.C. | 1.32M | $122.08M |
| 3 | Ae Wealth Management LLC | 1.08M | $100.22M |
| 4 | Northrock Partners, LLC | 1.05M | $97.49M |
| 5 | Morgan Stanley | 767.9K | $70.98M |
| 6 | Fas Wealth Partners, Inc. | 497.2K | $45.96M |
| 7 | Raymond James Financial Inc | 464.2K | $42.91M |
| 8 | Stifel Financial Corp | 411.0K | $37.99M |
| 9 |
| First National Trust Co |
| 362.2K |
| $33.48M |
| 10 | Benjamin Edwards Inc | 340.8K | $31.50M |