CUSIP 82889N699MANAGED FUTURESCTAQ4 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 | Wealth Enhancement Advisory Services, LLC | 2.89M | $80.16M |
| 2 | Boothe Investment Group, Inc. | 1.73M | $47.12M |
| 3 | Lpl Financial LLC | 1.07M | $29.23M |
| 4 | Bank Of America Corp /De/ | 1.02M | $27.87M |
| 5 | Ae Wealth Management LLC | 977.5K | $26.65M |
| 6 | Independence Wealth Advisors, LLC | 890.1K | $24.26M |
| 7 | Iag Wealth Partners, LLC | 812.0K | $22.13M |
| 8 | Altiora Financial Group, LLC | 664.5K | $18.11M |
| 9 |
| Peak Financial Advisors LLC |
| 583.2K |
| $15.90M |
| 10 | Assetmark, Inc | 563.9K | $15.37M |