CUSIP 92189H748CLO ETFCLOIQ4 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 | 2.03M | $107.08M |
| 2 | Independence Asset Advisors, LLC | 1.59M | $83.97M |
| 3 | Capital Investment Advisors, LLC | 1.56M | $82.58M |
| 4 | Syon Capital LLC | 668.1K | $35.28M |
| 5 | Orion Porfolio Solutions, LLC | 607.6K | $32.09M |
| 6 | Pinebridge Investments LLC | 597.0K | $31.53M |
| 7 | Sax Wealth Advisors, LLC | 362.4K | $19.14M |
| 8 | True Private Wealth Advisors | 357.7K | $18.89M |
| 9 |
| Hightower Advisors, LLC |
| 321.0K |
| $16.95M |
| 10 | Wealthplan Investment Management, LLC | 282.2K | $14.90M |