CUSIP 92189F684RETAIL ETFRTHQ4 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 | 90.1K | $22.48M |
| 2 | Bank Of America Corp /De/ | 56.0K | $13.98M |
| 3 | Equitable Holdings, Inc. | 28.5K | $7.10M |
| 4 | Cetera Investment Advisers | 21.0K | $5.25M |
| 5 | Osaic Holdings, Inc. | 16.7K | $4.17M |
| 6 | Newedge Advisors, LLC | 14.6K | $3.65M |
| 7 | Jbr Co Financial Management Inc | 10.5K | $2.63M |
| 8 | Great Diamond Partners, LLC | 9.5K | $2.38M |
| 9 |
| Northwestern Mutual Wealth Management Co |
| 8.7K |
| $2.17M |
| 10 | Wbi Investments, LLC | 7.1K | $1.77M |