CUSIP 82889N525MBS ETFMTBAQ4 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 | Envestnet Asset Management Inc | 2.27M | $114.50M |
| 2 | Mml Investors Services, LLC | 1.76M | $88.50M |
| 3 | Wells Fargo & Company/Mn | 1.71M | $86.42M |
| 4 | Evergreen Capital Management LLC | 1.07M | $53.85M |
| 5 | Edge Wealth Management LLC | 1.00M | $50.41M |
| 6 | Hilton Capital Management, LLC | 841.4K | $42.41M |
| 7 | Watchman Group, Inc. | 831.2K | $41.90M |
| 8 | Creativeone Wealth, LLC | 609.1K | $30.70M |
| 9 |
| Lpl Financial LLC |
| 561.5K |
| $28.31M |
| 10 | Proficio Capital Partners LLC | 551.3K | $27.79M |