CUSIP 922908611SM CP VAL ETFVBRQ4 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 | Bank Of America Corp /De/ | 16.00M | $3.39B |
| 2 | Assetmark, Inc | 4.38M | $927.52M |
| 3 | Morgan Stanley | 3.77M | $799.05M |
| 4 | Wells Fargo & Company/Mn | 1.71M | $362.24M |
| 5 | Aspiriant, LLC | 1.62M | $343.25M |
| 6 | Sei Investments Co | 1.49M | $316.16M |
| 7 | Lpl Financial LLC | 1.44M | $304.71M |
| 8 | Ubs Group AG | 1.39M | $294.63M |
| 9 | Envestnet Asset Management Inc |
| 1.35M |
| $285.34M |
| 10 | Captrust Financial Advisors | 1.24M | $261.78M |