CUSIP 808524607US SML CAP ETFSCHAQ4 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 | Empower Advisory Group, LLC | 34.02M | $969.01M |
| 2 | Bank Of America Corp /De/ | 17.31M | $493.10M |
| 3 | Sei Investments Co | 14.76M | $420.34M |
| 4 | Creative Planning | 6.79M | $193.31M |
| 5 | Rmg Wealth Management LLC | 5.08M | $162.91M |
| 6 | Northwestern Mutual Wealth Management Co | 5.50M | $156.70M |
| 7 | Financial Engines Advisors L.L.C. | 4.84M | $137.88M |
| 8 | Wealth Enhancement Advisory Services, LLC | 4.41M | $130.87M |
| 9 |
| Ubs Group AG |
| 4.02M |
| $114.59M |
| 10 | Advisory Alpha, LLC | 3.98M | $113.25M |