CUSIP 90139K100GMO US QUALITY EQLTYQ4 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 | Aia Group Ltd | 13.78M | $530.11M |
| 2 | Allworth Financial LP | 8.29M | $318.69M |
| 3 | Merit Financial Group, LLC | 7.49M | $288.24M |
| 4 | Legacy Advisors, LLC | 3.49M | $134.37M |
| 5 | Lazard Asset Management LLC | 2.50M | $96.20M |
| 6 | Brown Brothers Harriman & Co | 2.24M | $86.18M |
| 7 | Focus Partners Wealth | 1.89M | $72.56M |
| 8 | Perigon Wealth Management, LLC | 1.65M | $63.57M |
| 9 |
| Fft Wealth Management LLC |
| 1.59M |
| $61.14M |
| 10 | Crestwood Advisors Group, LLC | 1.38M | $53.12M |