CUSIP 808524839US AGGREGATE BSCHZQ4 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 | Jpmorgan Chase & Co | 12.59M | $294.19M |
| 2 | Rockbridge Investment Management, Lcc | 8.96M | $209.35M |
| 3 | Avantax Planning Partners, Inc. | 7.45M | $174.04M |
| 4 | Ameriprise Financial Inc | 6.37M | $148.82M |
| 5 | Charles Schwab Trust Co | 6.22M | $145.25M |
| 6 | Financial Engines Advisors L.L.C. | 5.40M | $126.12M |
| 7 | Hightower Advisors, LLC | 4.12M | $96.24M |
| 8 | Wealth Enhancement Advisory Services, LLC | 3.95M | $92.47M |
| 9 |
| Goldman Sachs Group Inc |
| 3.75M |
| $87.61M |
| 10 | Onedigital Investment Advisors LLC | 3.12M | $72.87M |