CUSIP 78464A847PORTFOLIO S&P400SPMDQ4 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 | Creative Planning | 92.67M | $5.37B |
| 2 | Lpl Financial LLC | 12.84M | $743.82M |
| 3 | Morgan Stanley | 9.82M | $568.92M |
| 4 | Valmark Advisers, Inc. | 7.04M | $407.79M |
| 5 | Texas Permanent School Fund Corp | 2.99M | $173.40M |
| 6 | Alti Global, Inc. | 2.99M | $172.89M |
| 7 | Envestnet Asset Management Inc | 2.86M | $165.89M |
| 8 | Facet Wealth, Inc. | 2.52M | $153.25M |
| 9 |
| Hightower Advisors, LLC |
| 2.02M |
| $116.73M |
| 10 | Northwestern Mutual Wealth Management Co | 1.96M | $113.45M |