CUSIP 78468R531S&P 500 ESG ETFEFIVQ4 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 | Koss-Olinger Consulting, LLC | 408.8K | $27.05M |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 394.3K | $26.08M |
| 3 | Lpl Financial LLC | 328.0K | $21.70M |
| 4 | Tompkins Financial Corp | 288.1K | $19.06M |
| 5 | Soa Wealth Advisors, LLC. | 201.1K | $13.30M |
| 6 | Laurel Wealth Planning LLC | 160.1K | $10.59M |
| 7 | Retirement Capital Strategies | 158.9K | $10.51M |
| 8 | Principal Financial Group Inc | 154.0K | $10.19M |
| 9 |
| Private Advisor Group, LLC |
| 151.8K |
| $10.04M |
| 10 | Gam Holding AG | 151.4K | $10.02M |