CUSIP 87283Q602QM US BOND ETFTAGGQ4 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 | Towerpoint Wealth, LLC | 291.1K | $12.53M |
| 2 | Bank Of New York Mellon Corp | 85.0K | $3.66M |
| 3 | Raymond James Financial Inc | 52.4K | $2.26M |
| 4 | Cetera Investment Advisers | 49.7K | $2.14M |
| 5 | Envestnet Asset Management Inc | 39.7K | $1.71M |
| 6 | Commonwealth Equity Services, LLC | 32.5K | $1.40M |
| 7 | D.A. Davidson & Co. | 32.2K | $1.39M |
| 8 | Davenport & Co LLC | 28.0K | $1.20M |
| 9 |
| Rothschild Investment LLC |
| 18.7K |
| $805.9K |
| 10 | Price T Rowe Associates Inc /Md/ | 17.95M | $777.9K |