Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
First Trust Exchange-Traded Fund VIII
13G
DLAG · 33740U315
|
6.8% |
8/12/2026
Event 6/11/2026
|
|
iSHARES TRUST
13G
SVAL · 46436E536
|
59.7% |
5/1/2026
Event 1/12/2026
|
|
iSHARES TRUST
13G/A
Amendment 4
SVAL · 46436E536
|
<0.1% |
2/10/2026
Event 10/22/2025
|
|
Listed Funds Trust
13G/A
Amendment 2
MAGS · 53656G498
|
3.8% |
8/18/2025
Event 6/30/2025
|
|
Managed Portfolio Series
13G/A
Amendment 1
KHPI · 56167N183
|
0.4% |
8/18/2025
Event 6/30/2025
|
|
iSHARES TRUST
13G/A
Amendment 3
SVAL · 46436E536
|
53.2% |
8/18/2025
Event 6/30/2025
|
|
Fonar Corp
13G/A
Amendment 1
FONR · 344437405
|
7.5% |
8/18/2025
Event 6/30/2025
|
|
Managed Portfolio Series
13G
KHPI · 56167N183
|
5.9% |
5/7/2025
Event 3/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
SVAL · 46436E536
|
51.0% |
5/7/2025
Event 3/31/2025
|
|
Listed Funds Trust
13G/A
Amendment 1
MAGS · 53656G498
|
3.0% |
2/14/2025
Event 12/31/2024
|
|
iSHARES TRUST
13G/A
Amendment 1
SVAL · 46436E536
|
47.6% |
2/13/2025
Event 12/31/2024
|