CUSIP 87283Q800TOTAL RETURN ETFTOTRQ4 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 | Landmark Wealth Management, LLC | 181.6K | $7.40M |
| 2 | Bankplus Wealth Management LLC | 91.6K | $3.74M |
| 3 | Envestnet Asset Management Inc | 61.4K | $2.50M |
| 4 | Jones Financial Companies Lllp | 48.5K | $1.98M |
| 5 | Citadel Advisors LLC | 47.3K | $1.93M |
| 6 | Cetera Investment Advisers | 36.2K | $1.47M |
| 7 | United Advisor Group, LLC | 30.4K | $1.24M |
| 8 | Blume Capital Management, Inc. | 9.4K | $381.9K |
| 9 |
| Raymond James Financial Inc |
| 6.9K |
| $279.6K |
| 10 | Osaic Holdings, Inc. | 882 | $35.9K |