CUSIP 97717Y550EFFICIENT GLD PLGDMNQ4 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 | Raymond James Financial Inc | 34.9K | $3.25M |
| 2 | Fermata Advisors, LLC | 25.1K | $2.33M |
| 3 | Prospera Financial Services Inc | 19.1K | $1.77M |
| 4 | Bluesphere Advisors LLC | 14.5K | $1.35M |
| 5 | Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 13.9K | $1.30M |
| 6 | Lpl Financial LLC | 11.2K | $1.04M |
| 7 | Advisory Alpha, LLC | 10.6K | $990.2K |
| 8 | Astoria Portfolio Advisors LLC. | 7.1K | $941.1K |
| 9 |
| Cetera Investment Advisers |
| 9.4K |
| $872.0K |
| 10 | Tcfg Wealth Management, LLC | 8.8K | $820.0K |