CUSIP 78468R853PORTFOLIO S&P600SPSMQ4 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 | 26.99M | $1.26B |
| 2 | Financial Engines Advisors L.L.C. | 21.13M | $990.03M |
| 3 | Morgan Stanley | 13.75M | $644.20M |
| 4 | Charles Schwab Investment Management Inc | 6.46M | $302.87M |
| 5 | Valmark Advisers, Inc. | 5.30M | $248.48M |
| 6 | Bank Of America Corp /De/ | 3.84M | $179.96M |
| 7 | Ameriprise Financial Inc | 3.80M | $177.98M |
| 8 | Envestnet Asset Management Inc | 3.49M | $163.62M |
| 9 |
| Cliftonlarsonallen Wealth Advisors, LLC |
| 3.48M |
| $163.11M |
| 10 | Creative Planning | 2.79M | $130.89M |