CUSIP 808524508US MID-CAP ETFSCHMQ4 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 | Financial Engines Advisors L.L.C. | 57.97M | $1.74B |
| 2 | Creative Planning | 30.44M | $915.22M |
| 3 | Northwestern Mutual Wealth Management Co | 10.93M | $328.74M |
| 4 | Moneta Group Investment Advisors LLC | 10.67M | $320.83M |
| 5 | Advisory Alpha, LLC | 8.36M | $251.24M |
| 6 | Hightower Advisors, LLC | 6.95M | $209.01M |
| 7 | Wealth Enhancement Advisory Services, LLC | 5.75M | $180.51M |
| 8 | Cerity Partners LLC | 5.44M | $163.52M |
| 9 |
| Legacy Wealth Management, Inc |
| 4.32M |
| $129.88M |
| 10 | Jones Financial Companies Lllp | 3.49M | $105.12M |