CUSIP 90470L550BALLAST SMLMD CPMGMTQ4 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 | Cpc Advisors, LLC | 673.3K | $29.85M |
| 2 | Rockefeller Capital Management L.P. | 209.3K | $9.28M |
| 3 | Englebert Financial Advisers, LLC | 150.0K | $6.65M |
| 4 | Dakota Wealth Management | 148.7K | $6.59M |
| 5 | First City Capital Management, Inc. | 145.0K | $6.43M |
| 6 | Weaver Consulting Group | 134.6K | $5.97M |
| 7 | Hedeker Wealth, LLC | 123.4K | $5.47M |
| 8 | Hightower Advisors, LLC | 107.2K | $4.75M |
| 9 |
| Stifel Financial Corp |
| 105.0K |
| $4.65M |
| 10 | Raymond James Financial Inc | 104.8K | $4.65M |