Institutional Ownership
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CUSIP 82889N228US EQUITY PLUS MCTAPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cwm, LLC | 3.37M | $90.23M |
| 2 | Mather Group, LLC. | 307.8K | $8.24M |
| 3 | Simplify Asset Management Inc. | 100.0K | $2.68M |
| 4 | Professional Financial Advisors, LLC | 76.8K | $2.06M |
| 5 | Commonwealth Equity Services, LLC | 74.0K | $1.98M |
| 6 | Pekin Hardy Strauss, Inc. | 21.4K | $572.3K |
| 7 | Triton Wealth Management, Pllc | 18.5K | $491.6K |
| 8 | Magnolia Private Wealth, LLC | 15.6K | $417.9K |
| 9 | Zions Bancorporation, National Association /Ut/ | 956 | $25.6K |
| 10 | Ae Wealth Management LLC | 155 | $4.2K |