CUSIP 922021605TAX EXEMPT BD FDVTECQ4 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 | Charles Schwab Investment Management Inc | 4.08M | $408.77M |
| 2 | Composition Wealth, LLC | 567.2K | $56.87M |
| 3 | Bank Of America Corp /De/ | 303.6K | $30.44M |
| 4 | Cetera Investment Advisers | 273.5K | $27.42M |
| 5 | Jane Street Group, LLC | 262.2K | $26.29M |
| 6 | Captrust Financial Advisors | 203.2K | $20.37M |
| 7 | Wedmont Private Capital | 160.1K | $16.12M |
| 8 | Guggenheim Capital LLC | 118.9K | $11.92M |
| 9 |
| Lpl Financial LLC |
| 105.2K |
| $10.55M |
| 10 | Evoke Wealth, LLC | 100.0K | $10.03M |