CUSIP 97717Y568EFFICIENT GLD PLGDEQ4 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 | Mainstay Capital Management LLC /Adv | 1.96M | $120.89M |
| 2 | Alpine Bank Wealth Management | 662.8K | $40.84M |
| 3 | Focus Partners Wealth | 218.3K | $13.45M |
| 4 | Stapp Wealth Management, Pllc | 136.9K | $8.44M |
| 5 | Wealthcare Advisory Partners LLC | 135.7K | $8.36M |
| 6 | Mcgrath & Associates, Inc. | 114.2K | $7.04M |
| 7 | Magnolia Private Wealth, LLC | 106.6K | $6.57M |
| 8 | Triton Wealth Management, Pllc | 72.1K | $5.00M |
| 9 |
| Sanctuary Advisors, LLC |
| 72.1K |
| $4.44M |
| 10 | Atria Investments, Inc | 59.7K | $3.68M |