CUSIP 85521B742ADAPTIVE ALPHAAGOXQ4 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 | Berman Mcaleer LLC | 2.19M | $62.43M |
| 2 | Kestra Private Wealth Services, LLC | 1.00M | $28.58M |
| 3 | Ameritas Advisory Services, LLC | 963.5K | $27.52M |
| 4 | Octavia Wealth Advisors, LLC | 890.2K | $25.42M |
| 5 | Royal Bank Of Canada | 509.8K | $14.56M |
| 6 | Envestnet Asset Management Inc | 450.6K | $12.87M |
| 7 | Cetera Investment Advisers | 443.3K | $12.66M |
| 8 | Lpl Financial LLC | 443.2K | $12.66M |
| 9 |
| Encompass More Asset Management |
| 374.9K |
| $10.71M |
| 10 | Wealthplan Investment Management, LLC | 345.8K | $9.87M |