CUSIP 78464A854PORTFOLIO S&P500SPYMQ4 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 | Uss Investment Management Ltd | 66.40M | $5.33B |
| 2 | Jones Financial Companies Lllp | 57.57M | $4.62B |
| 3 | Bank Of America Corp /De/ | 53.85M | $4.32B |
| 4 | Lpl Financial LLC | 51.51M | $4.13B |
| 5 | Creative Planning | 32.80M | $2.63B |
| 6 | Morgan Stanley | 30.86M | $2.48B |
| 7 | Envestnet Asset Management Inc | 17.89M | $1.44B |
| 8 | Natixis | 16.43M | $1.33B |
| 9 |
| 10.61M |
| $850.89M |
| 10 | Nissay Asset Management Corp /Japan | 9.99M | $801.38M |