CUSIP 82889N103US EQT PLS CNVEXSPYCQ4 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 | Austin Wealth Management, LLC | 904.8K | $39.11M |
| 2 | Integrated Wealth Concepts LLC | 323.9K | $13.84M |
| 3 | Entrewealth, LLC | 227.8K | $9.75M |
| 4 | Ae Wealth Management LLC | 129.3K | $5.52M |
| 5 | Evolution Wealth Management Inc. | 75.0K | $3.20M |
| 6 | Commonwealth Equity Services, LLC | 70.4K | $3.01M |
| 7 | Lloyd Advisory Services, LLC. | 40.4K | $1.73M |
| 8 | Financial Enhancement Group LLC | 33.8K | $1.44M |
| 9 |
| Mercer Global Advisors Inc /Adv |
| 15.9K |
| $678.3K |
| 10 | Noble Wealth Management Pbc | 14.6K | $624.9K |