CUSIP 78468R457PORTFOLIO TREASUSPTBQ4 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 | Globalt Investments LLC / Ga | 1.56M | $47.47M |
| 2 | Envestnet Asset Management Inc | 1.39M | $42.26M |
| 3 | St Germain D J Co Inc | 486.8K | $14.81M |
| 4 | Integrated Capital Management, Inc. | 219.9K | $6.69M |
| 5 | Nova R Wealth, Inc. | 114.1K | $3.47M |
| 6 | Kestra Private Wealth Services, LLC | 113.5K | $3.45M |
| 7 | Truist Financial Corp | 108.5K | $3.30M |
| 8 | Lpl Financial LLC | 101.6K | $3.09M |
| 9 |
| Tower Research Capital LLC (Trc) |
| 85.8K |
| $2.61M |
| 10 | Mml Investors Services, LLC | 81.4K | $2.48M |