Institutional Ownership
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CUSIP 82889N640TREASURY OPT INCBUCKQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
87
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 | Simplify Asset Management Inc. | 1.70M | $39.96M |
| 2 | Ae Wealth Management LLC | 1.01M | $23.63M |
| 3 | Lpl Financial LLC | 825.5K | $19.40M |
| 4 | Envestnet Asset Management Inc | 574.7K | $13.51M |
| 5 | Elevated Capital Advisors, LLC | 441.4K | $10.38M |
| 6 | Principal Securities, Inc. | 411.5K | $9.67M |
| 7 | Rivertree Advisors, LLC | 311.3K | $7.32M |
| 8 | Vanweelden Wealth Management, LLC | 304.0K | $7.15M |
| 9 | Owen Larue, LLC | 256.1K | $6.02M |
| 10 | Key Capital Management, Inc | 226.8K | $5.33M |