CUSIP 808524201US LRG CAP ETFSCHXQ4 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 | Us Bancorp \De\ | 201.09M | $5.41B |
| 2 | Creative Planning | 83.81M | $2.26B |
| 3 | Moneta Group Investment Advisors LLC | 35.83M | $964.21M |
| 4 | Hbk Sorce Advisory LLC | 34.48M | $939.21M |
| 5 | Northwestern Mutual Wealth Management Co | 30.98M | $833.81M |
| 6 | Sei Investments Co | 30.97M | $833.50M |
| 7 | Sage Financial Group Inc | 23.84M | $641.44M |
| 8 | Captrust Financial Advisors | 19.52M | $525.35M |
| 9 |
| Wealth Enhancement Advisory Services, LLC |
| 19.09M |
| $521.82M |
| 10 | Cerity Partners LLC | 18.99M | $511.04M |