CUSIP 939330106LOAD EQUITY FUNDAWSHXQ4 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 | Arvest Bank Trust Division | 13.6K | $889.1K |
| 2 | Ethos Financial Group, LLC | 3.7K | $242.7K |
| 3 | Westside Investment Management, Inc. | 3.1K | $203.5K |
| 4 | Financially Speaking Inc | 1.7K | $111.7K |
| 5 | Financial Gravity Asset Management, Inc. | 770 | $50.2K |
| 6 | Mcmillan Office, Inc. | 200 | $13.0K |
| 7 | Coston, Mcisaac & Partners | 12.6K | $822 |
| 8 | Chickasaw Capital Management LLC | 3.1K | $202 |
| 9 |
| Motiv8 Investments LLC |
| 2.4K |
| $158 |