CUSIP 87283Q867CAP APPRECIATIONTCAFQ4 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 | 14.93M | $570.59M |
| 2 | Raymond James Financial Inc | 5.42M | $207.00M |
| 3 | Commonwealth Equity Services, LLC | 5.23M | $200.03M |
| 4 | Wells Fargo & Company/Mn | 3.53M | $134.97M |
| 5 | Osaic Holdings, Inc. | 3.38M | $129.25M |
| 6 | Morgan Stanley | 3.29M | $125.78M |
| 7 | Baird Financial Group, Inc. | 2.80M | $106.89M |
| 8 | Voya Investment Management LLC | 2.55M | $97.31M |
| 9 |
| Royal Bank Of Canada |
| 2.44M |
| $93.44M |
| 10 | Wealth Enhancement Advisory Services, LLC | 2.15M | $83.30M |