CUSIP 808524755FUNDAMENTAL INTLFNDFQ4 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 | 146.48M | $6.62B |
| 2 | Wealth Enhancement Advisory Services, LLC | 18.46M | $855.75M |
| 3 | Regions Financial Corp | 9.16M | $414.17M |
| 4 | Morgan Stanley | 8.65M | $391.10M |
| 5 | Bank Of America Corp /De/ | 8.10M | $366.21M |
| 6 | Northwestern Mutual Wealth Management Co | 6.03M | $272.75M |
| 7 | Wells Fargo & Company/Mn | 5.98M | $270.51M |
| 8 | Captrust Financial Advisors | 3.40M | $153.68M |
| 9 |
| Victory Capital Management Inc |
| 3.24M |
| $146.60M |
| 10 | Mountain Capital Investment Advisors Inc. | 2.64M | $127.44M |