CUSIP 808524789FUNDAMENTAL US BFNDBQ4 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 | Alphacore Capital LLC | 1.31M | $34.69M |
| 2 | Financial Consulate, Inc | 1.02M | $27.08M |
| 3 | Opes Wealth Management LLC | 737.6K | $19.60M |
| 4 | Hightower Advisors, LLC | 704.1K | $18.71M |
| 5 | Sound Stewardship, LLC | 635.0K | $16.87M |
| 6 | Bank Of America Corp /De/ | 436.8K | $11.61M |
| 7 | Morgan Stanley | 399.3K | $10.61M |
| 8 | Raymond James Financial Inc | 283.6K | $7.53M |
| 9 |
| Brightwater Advisory LLC |
| 280.1K |
| $7.44M |
| 10 | Envestnet Asset Management Inc | 248.3K | $6.60M |