CUSIP 82889N640TREASURY OPT INCBUCKQ4 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 | Ae Wealth Management LLC | 1.16M | $27.60M |
| 2 | Lpl Financial LLC | 653.1K | $15.48M |
| 3 | Elevated Capital Advisors, LLC | 448.9K | $10.64M |
| 4 | Rivertree Advisors, LLC | 315.0K | $7.47M |
| 5 | Pom Investment Strategies, LLC | 292.4K | $6.93M |
| 6 | Park Edge Advisors, LLC | 225.4K | $5.34M |
| 7 | Principal Securities, Inc. | 204.2K | $4.84M |
| 8 | Orion Porfolio Solutions, LLC | 197.5K | $4.68M |
| 9 |
| Key Capital Management, Inc |
| 191.3K |
| $4.53M |
| 10 | Envestnet Asset Management Inc | 189.2K | $4.49M |