CUSIP 97717Y725MORTGAGE PLUS BDMTGPQ4 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 | Invenio Wealth Partners LLC | 188.0K | $8.37M |
| 2 | Iht Wealth Management, LLC | 184.3K | $8.21M |
| 3 | Lpl Financial LLC | 130.1K | $5.80M |
| 4 | Atria Investments, Inc | 125.6K | $5.59M |
| 5 | Insight Advisors, LLC/ Pa | 97.2K | $4.33M |
| 6 | Mariner, LLC | 71.6K | $3.19M |
| 7 | Nbc Securities, Inc. | 58.6K | $2.61M |
| 8 | Jane Street Group, LLC | 51.1K | $2.28M |
| 9 |
| 46.4K |
| $2.07M |
| 10 | Rfg Advisory, LLC | 44.1K | $1.97M |