CUSIP 87283Q883FLOATING RATETFLRQ4 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 | Insight Wealth Strategies, LLC | 483.5K | $24.85M |
| 2 | Raymond James Financial Inc | 348.8K | $17.93M |
| 3 | Osaic Holdings, Inc. | 288.3K | $14.82M |
| 4 | Bank Of America Corp /De/ | 279.3K | $14.36M |
| 5 | Castle Wealth Management LLC | 254.9K | $13.10M |
| 6 | Cetera Investment Advisers | 220.0K | $11.31M |
| 7 | Steelpeak Wealth, LLC | 198.1K | $10.18M |
| 8 | Stifel Financial Corp | 192.1K | $9.87M |
| 9 |
| My Personal Cfo, LLC |
| 150.0K |
| $7.71M |
| 10 | 4j Wealth Management LLC | 149.2K | $7.67M |