CUSIP 92189H649ALTERNATIVE ASSEGPZQ4 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 | Traphagen Investment Advisors LLC | 891.8K | $24.21M |
| 2 | Summit Financial, LLC | 496.0K | $13.47M |
| 3 | Assetmark, Inc | 412.8K | $11.21M |
| 4 | Raymond James Financial Inc | 198.6K | $5.39M |
| 5 | Waterway Wealth Management, LLC | 165.5K | $4.49M |
| 6 | Parcion Private Wealth LLC | 121.7K | $3.31M |
| 7 | Royal Bank Of Canada | 121.4K | $3.30M |
| 8 | Aqr Capital Management LLC | 100.0K | $2.71M |
| 9 |
| Camarda Financial Advisors, LLC |
| 76.0K |
| $2.06M |
| 10 | Lifegoal Investments, LLC | 74.8K | $2.03M |