CUSIP 82889N723AGGREGATE BOND EAGGHQ4 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 | Simplify Asset Management Inc. | 1.86M | $38.48M |
| 2 | Envestnet Asset Management Inc | 1.09M | $22.46M |
| 3 | Ae Wealth Management LLC | 767.4K | $15.88M |
| 4 | Stadion Money Management, LLC | 678.1K | $14.04M |
| 5 | Osaic Holdings, Inc. | 590.2K | $12.22M |
| 6 | Great Diamond Partners, LLC | 480.6K | $9.95M |
| 7 | Lpl Financial LLC | 407.5K | $8.43M |
| 8 | Park Edge Advisors, LLC | 364.3K | $7.54M |
| 9 |
| Financial Enhancement Group LLC |
| 302.6K |
| $6.28M |
| 10 | Wealthplan Investment Management, LLC | 258.4K | $5.35M |