CUSIP 92189F130REAL ASSETS ETFRAAXQ4 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 | Lpl Financial LLC | 1.81M | $63.08M |
| 2 | Beam Wealth Advisors, Inc. | 733.1K | $25.61M |
| 3 | Assetmark, Inc | 360.6K | $12.60M |
| 4 | Beaumont Financial Advisors, LLC | 193.4K | $6.76M |
| 5 | Osaic Holdings, Inc. | 115.4K | $4.03M |
| 6 | Ern Financial, LLC | 98.3K | $3.44M |
| 7 | Avalon Capital Management | 88.8K | $3.10M |
| 8 | Composition Wealth, LLC | 80.2K | $2.80M |
| 9 |
| Commonwealth Equity Services, LLC |
| 76.1K |
| $2.66M |
| 10 | Castleview Partners, LLC | 74.6K | $2.61M |