CUSIP 82889N335BARRIER INCOMESBARQ4 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 | Bank Of America Corp /De/ | 950.0K | $24.85M |
| 2 | Principal Securities, Inc. | 437.4K | $11.44M |
| 3 | Ae Wealth Management LLC | 435.6K | $11.40M |
| 4 | Mid-American Wealth Advisory Group, Inc. | 390.7K | $10.22M |
| 5 | Creativeone Wealth, LLC | 268.2K | $7.02M |
| 6 | Envestnet Asset Management Inc | 242.6K | $6.35M |
| 7 | Elevated Capital Advisors, LLC | 185.5K | $4.85M |
| 8 | Brookstone Capital Management | 164.7K | $4.31M |
| 9 |
| Pom Investment Strategies, LLC |
| 131.6K |
| $3.44M |
| 10 | Prevail Innovative Wealth Advisors, LLC | 97.1K | $2.54M |