Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Advisors' Inner Circle Fund III
13G
GQGU · 00775Y256
|
6.7% |
8/12/2026
Event 6/30/2026
|
|
J.P. Morgan Exchange-Traded Fund Trust
13G
HELO · 46654Q724
|
5.8% |
8/11/2026
Event 6/30/2026
|
|
T Rowe Price ETF Inc
13G/A
TSPA · 87283Q503
|
3.6% |
8/11/2026
Event 6/30/2026
|