CUSIP 87283Q784CAPITAL APPRECIATCALQ4 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 | Lpl Financial LLC | 1.02M | $24.00M |
| 2 | Cmc Financial Group | 375.9K | $8.86M |
| 3 | Waterfront Wealth Inc. | 302.1K | $7.28M |
| 4 | Stifel Financial Corp | 180.5K | $4.25M |
| 5 | Southland Equity Partners LLC | 122.8K | $2.90M |
| 6 | Essex Financial Services, Inc. | 121.0K | $2.85M |
| 7 | Cetera Investment Advisers | 96.5K | $2.28M |
| 8 | 4j Wealth Management LLC | 87.8K | $2.07M |
| 9 |
| Carson Advisory Inc. |
| 78.9K |
| $1.86M |
| 10 | Mai Capital Management | 69.2K | $1.63M |