CUSIP 78467V202INCOM ALLO ETFINKMQ4 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 | Manske Wealth Management | 90.6K | $2.99M |
| 2 | Envestnet Asset Management Inc | 69.7K | $2.30M |
| 3 | Lpl Financial LLC | 64.0K | $2.11M |
| 4 | Truist Financial Corp | 57.4K | $1.89M |
| 5 | Wells Fargo & Company/Mn | 40.2K | $1.33M |
| 6 | Rossmore Private Capital | 27.0K | $891.2K |
| 7 | Raymond James Financial Inc | 21.7K | $716.7K |
| 8 | Morgan Stanley | 16.1K | $530.7K |
| 9 |
| 16.0K |
| $529.0K |
| 10 | Ameritas Advisory Services, LLC | 13.2K | $434.6K |