CUSIP 78464A839S&P 400 MDCP VALMDYVQ4 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 | Wealth Enhancement Advisory Services, LLC | 2.06M | $181.40M |
| 2 | Northrock Partners, LLC | 1.30M | $110.36M |
| 3 | Financial Engines Advisors L.L.C. | 1.25M | $106.16M |
| 4 | Lpl Financial LLC | 1.05M | $89.19M |
| 5 | Avantax Planning Partners, Inc. | 893.4K | $75.63M |
| 6 | Ae Wealth Management LLC | 858.8K | $72.70M |
| 7 | Lutz Financial Services LLC | 783.4K | $66.32M |
| 8 | Morgan Stanley | 643.5K | $54.47M |
| 9 |
| Fas Wealth Partners, Inc. |
| 610.8K |
| $51.71M |
| 10 | Tiaa Trust, National Association | 531.7K | $45.01M |