CUSIP 92046L338REGAN FLTG RATEMBSFQ4 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 | Castleview Partners, LLC | 1.10M | $28.24M |
| 2 | Wealthplan Investment Management, LLC | 373.5K | $9.58M |
| 3 | Balefire, LLC | 353.8K | $9.07M |
| 4 | Auour Investments LLC | 305.5K | $7.83M |
| 5 | Biltmore Family Office, LLC | 282.6K | $7.25M |
| 6 | Diesslin Group, Inc. | 237.7K | $6.10M |
| 7 | Cwc Advisors, LLC. | 201.2K | $5.16M |
| 8 | State Of New Jersey Common Pension Fund D | 200.0K | $5.13M |
| 9 |
| Sterneck Capital Management, LLC |
| 193.6K |
| $4.97M |
| 10 | Exchange Traded Concepts, LLC | 168.5K | $4.32M |