Institutional Ownership
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CUSIP 82889N699MANAGED FUTURESCTAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
236
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 | Bank Of America Corp /De/ | 4.47M | $135.02M |
| 2 | Wealth Enhancement Advisory Services, LLC | 2.11M | $59.80M |
| 3 | Boothe Investment Group, Inc. | 1.74M | $52.55M |
| 4 | Concurrent Investment Advisors, LLC | 1.46M | $44.26M |
| 5 | Citigroup Inc | 1.35M | $40.68M |
| 6 | Envestnet Asset Management Inc | 1.27M | $38.52M |
| 7 | Lpl Financial LLC | 1.05M | $31.84M |
| 8 | Independence Wealth Advisors, LLC | 951.5K | $28.75M |
| 9 | Ae Wealth Management LLC | 938.9K | $28.37M |
| 10 | Ubs Group AG | 809.8K | $24.47M |