CUSIP 921932828SMLLCP 600 IDXVIOOQ4 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 | Orgel Wealth Management, LLC | 1.04M | $114.88M |
| 2 | Bank Of America Corp /De/ | 800.6K | $88.84M |
| 3 | Morgan Stanley | 771.7K | $85.63M |
| 4 | Mariner, LLC | 637.9K | $70.79M |
| 5 | Cerity Partners LLC | 450.5K | $49.99M |
| 6 | Raymond James Financial Inc | 400.1K | $44.40M |
| 7 | Ubs Group AG | 356.8K | $39.59M |
| 8 | Ameriprise Financial Inc | 355.4K | $39.47M |
| 9 |
| 347.7K |
| $38.58M |
| 10 | Wells Fargo & Company/Mn | 347.3K | $38.54M |