CUSIP 92046L353KOVITZ CORE EQTEQTYQ4 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 | Focus Partners Wealth | 45.04M | $1.22B |
| 2 | Royal Bank Of Canada | 215.9K | $5.83M |
| 3 | Mml Investors Services, LLC | 110.9K | $2.99M |
| 4 | Gts Securities LLC | 49.6K | $1.34M |
| 5 | Northern Trust Corp | 9.1K | $245.9K |
| 6 | Northwestern Mutual Wealth Management Co | 8.0K | $216.6K |
| 7 | Envestnet Asset Management Inc | 7.5K | $203.0K |
| 8 | Morgan Stanley | 3.9K | $105.4K |
| 9 |
| Basepoint Wealth LLC |
| 2.5K |
| $68.6K |
| 10 | Glen Eagle Advisors, LLC | 1.6K | $44.3K |