CUSIP 82889N830HIGH YIELD ETFCDXQ4 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 | Envestnet Asset Management Inc | 1.37M | $30.50M |
| 2 | Ae Wealth Management LLC | 1.22M | $27.10M |
| 3 | Altiora Financial Group, LLC | 1.07M | $23.93M |
| 4 | Park Edge Advisors, LLC | 753.1K | $16.77M |
| 5 | Lpl Financial LLC | 725.2K | $16.15M |
| 6 | Insight Wealth Strategies, LLC | 647.2K | $14.41M |
| 7 | Commonwealth Equity Services, LLC | 386.7K | $8.61M |
| 8 | Drive Wealth Management, LLC | 372.3K | $8.29M |
| 9 |
| Newedge Wealth, LLC |
| 337.4K |
| $7.51M |
| 10 | Meridian Wealth Management, LLC | 319.2K | $7.11M |