CUSIP 8085247221000 INDEX ETFSCHKQ4 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. | 43.68M | $1.43B |
| 2 | Legacy Wealth Management, Inc | 6.12M | $200.66M |
| 3 | Warwick Investment Management, Inc. | 3.50M | $114.88M |
| 4 | Charles Schwab Investment Management Inc | 3.48M | $114.06M |
| 5 | Creative Planning | 3.13M | $102.80M |
| 6 | Armstrong Advisory Group, Inc | 2.53M | $82.88M |
| 7 | Waddell & Associates, LLC | 2.07M | $67.93M |
| 8 | Plum Street Advisors, LLC | 696.1K | $22.83M |
| 9 |
| Focus Partners Wealth |
| 477.3K |
| $15.66M |
| 10 | Main Street Financial Solutions, LLC | 413.9K | $13.58M |