CUSIP 808524649MUN BD ETFSCMBQ4 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 | Charles Schwab Investment Management Inc | 65.62M | $1.69B |
| 2 | Jones Financial Companies Lllp | 2.10M | $54.10M |
| 3 | Avidian Wealth Enterprises, LLC | 1.51M | $38.80M |
| 4 | Charles Schwab Trust Co | 916.1K | $23.60M |
| 5 | Pallas Capital Advisors LLC | 894.1K | $23.03M |
| 6 | Fort Point Capital Partners LLC | 762.0K | $19.78M |
| 7 | United Capital Financial Advisors, LLC | 646.8K | $16.66M |
| 8 | Bank Of America Corp /De/ | 635.7K | $16.38M |
| 9 |
| Wedmont Private Capital |
| 492.4K |
| $12.74M |
| 10 | Wealth Enhancement Advisory Services, LLC | 489.8K | $12.65M |