CUSIP 78468R705S&P1500MOMTILTMMTMQ4 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 | Lpl Financial LLC | 101.9K | $29.77M |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 72.5K | $21.17M |
| 3 | Goldman Sachs Group Inc | 33.3K | $9.73M |
| 4 | Steward Partners Investment Advisory, LLC | 24.1K | $7.05M |
| 5 | Morgan Stanley | 22.8K | $6.64M |
| 6 | Mariner, LLC | 22.2K | $6.47M |
| 7 | Professional Financial Advisors, LLC | 20.4K | $5.94M |
| 8 | Wealth Enhancement Advisory Services, LLC | 9.0K | $2.68M |
| 9 |
| Western Wealth Management, LLC |
| 8.2K |
| $2.41M |
| 10 | Ethos Capital Management, Inc. | 5.9K | $1.71M |