CUSIP 78467V103MULT ASS RLRTNRLYQ4 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 | Envestnet Asset Management Inc | 1.55M | $48.86M |
| 2 | D.A. Davidson & Co. | 1.49M | $46.86M |
| 3 | Tobias Financial Advisors, Inc. | 1.04M | $32.80M |
| 4 | Morgan Stanley | 957.9K | $30.13M |
| 5 | Bank Of America Corp /De/ | 829.4K | $26.08M |
| 6 | Hightower Advisors, LLC | 647.8K | $20.37M |
| 7 | Wealth Enhancement Trust Services, Inc. | 598.9K | $18.84M |
| 8 | New England Capital Financial Advisors LLC | 494.2K | $15.54M |
| 9 |
| Lpl Financial LLC |
| 443.3K |
| $13.94M |
| 10 | Trilogy Capital Inc. | 409.4K | $12.88M |