CUSIP 921078101GOLD SHSOUNZQ4 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 | Morton Capital Management LLC/Ca | 3.67M | $152.29M |
| 2 | Lpl Financial LLC | 3.19M | $132.35M |
| 3 | Pitcairn Wealth Advisors LLC | 1.34M | $55.42M |
| 4 | Cetera Investment Advisers | 1.07M | $44.20M |
| 5 | Asset One Wealth Management LLC | 749.5K | $33.58M |
| 6 | Ameriprise Financial Inc | 789.6K | $32.74M |
| 7 | Envestnet Asset Management Inc | 762.2K | $31.61M |
| 8 | Raymond James Financial Inc | 716.5K | $29.72M |
| 9 |
| Wealth Enhancement Advisory Services, LLC |
| 654.7K |
| $28.32M |
| 10 | Modern Wealth Management, LLC | 568.5K | $23.58M |