Institutional Ownership
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CUSIP 82889N525MBS ETFMTBAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
155
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 | Envestnet Asset Management Inc | 2.47M | $122.37M |
| 2 | Wells Fargo & Company/Mn | 1.67M | $82.76M |
| 3 | Mml Investors Services, LLC | 1.63M | $80.71M |
| 4 | Edge Wealth Management LLC | 1.07M | $52.99M |
| 5 | Evergreen Capital Management LLC | 1.06M | $52.52M |
| 6 | Watchman Group, Inc. | 877.9K | $43.42M |
| 7 | Hilton Capital Management, LLC | 855.4K | $42.31M |
| 8 | Knightsbridge Asset Management, LLC | 819.2K | $40.52M |
| 9 | Creativeone Wealth, LLC | 649.3K | $32.11M |
| 10 | Lpl Financial LLC | 582.6K | $28.82M |