CUSIP 87283Q701ULTRA SHRT TRMTBUXQ4 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 | Ars Wealth Advisors Group, LLC | 2.65M | $132.15M |
| 2 | Raymond James Financial Inc | 1.40M | $69.69M |
| 3 | Jones Financial Companies Lllp | 294.1K | $14.66M |
| 4 | Osaic Holdings, Inc. | 285.7K | $14.25M |
| 5 | Stifel Financial Corp | 210.2K | $10.48M |
| 6 | Northwestern Mutual Wealth Management Co | 207.5K | $10.34M |
| 7 | Harfst & Associates, Inc. | 188.2K | $9.38M |
| 8 | Sovran Advisors, LLC | 146.4K | $7.31M |
| 9 |
| Commonwealth Equity Services, LLC |
| 130.4K |
| $6.50M |
| 10 | Walker Financial Services, Inc. | 122.4K | $6.10M |