CUSIP 808524748FUNDAMENTAL INTLFNDCQ4 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 | 28.45M | $1.27B |
| 2 | Ghp Investment Advisors, Inc. | 595.4K | $26.53M |
| 3 | Morgan Stanley | 587.5K | $26.17M |
| 4 | Exencial Wealth Advisors, LLC | 575.3K | $25.63M |
| 5 | Focus Partners Wealth | 504.4K | $22.47M |
| 6 | Victory Capital Management Inc | 502.1K | $22.37M |
| 7 | Kelman-Lazarov, Inc. | 475.3K | $21.17M |
| 8 | Citadel Advisors LLC | 320.4K | $14.27M |
| 9 |
| Osaic Holdings, Inc. |
| 290.3K |
| $12.93M |
| 10 | Prairiewood Capital, LLC | 288.6K | $12.86M |