CUSIP 90290T809SUMMERHAVEN K1SDCIQ4 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 | Smi Advisory Services, LLC | 841.5K | $19.20M |
| 2 | Orion Porfolio Solutions, LLC | 600.8K | $13.24M |
| 3 | Maltin Wealth Management, Inc. | 411.5K | $9.06M |
| 4 | Peak Financial Management, Inc. | 365.8K | $8.06M |
| 5 | Raymond James Financial Inc | 312.8K | $6.89M |
| 6 | Osaic Holdings, Inc. | 259.8K | $5.72M |
| 7 | Empirical Asset Management, LLC | 212.4K | $4.68M |
| 8 | Bkm Wealth Management, LLC | 183.9K | $4.05M |
| 9 |
| Midwest Professional Planners, Ltd. |
| 134.4K |
| $2.96M |
| 10 | &Partners | 114.5K | $2.52M |