CUSIP 808524771FUNDAMENTAL US LFNDXQ4 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 | 413.44M | $11.25B |
| 2 | Captrust Financial Advisors | 21.39M | $582.11M |
| 3 | Mcadam, LLC | 9.18M | $249.78M |
| 4 | Boulay Financial Advisors, LLC | 9.13M | $248.33M |
| 5 | Ameriprise Financial Inc | 8.49M | $230.96M |
| 6 | Keybank National Association/Oh | 8.29M | $225.62M |
| 7 | Signature Estate & Investment Advisors LLC | 8.03M | $218.47M |
| 8 | Steele Capital Management, Inc. | 6.11M | $166.33M |
| 9 |
| Morgan Stanley |
| 5.22M |
| $142.09M |
| 10 | Envestnet Asset Management Inc | 5.15M | $140.25M |