CUSIP 78468R812MSCI USA STRTGICQUSQ4 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 | Focus Partners Wealth | 2.03M | $353.50M |
| 2 | Tolleson Wealth Management, Inc. | 544.4K | $94.83M |
| 3 | Sfmg, LLC | 527.0K | $91.80M |
| 4 | Bank Of America Corp /De/ | 389.1K | $67.78M |
| 5 | Lpl Financial LLC | 333.1K | $58.01M |
| 6 | Perennial Investment Advisors, LLC | 298.3K | $51.97M |
| 7 | Private Advisor Group, LLC | 290.4K | $50.59M |
| 8 | Ameriprise Financial Inc | 198.4K | $34.58M |
| 9 |
| Envestnet Asset Management Inc |
| 196.8K |
| $34.28M |
| 10 | Garrett Wealth Advisory Group, LLC | 178.5K | $31.10M |