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 |
|---|---|---|
|
First Trust Exchange-Traded Fund
13G
SCIO · 33738D770
|
6.7% |
11/3/2025
Event 9/30/2025
|
|
DoubleLine ETF Trust
13G
CAPE · 25861R204
|
5.1% |
11/3/2025
Event 9/30/2025
|
|
SSGA Active Trust
13G/A
STOT · 78470P200
|
5.3% |
11/3/2025
Event 9/30/2025
|
|
Two Roads Shared Trust
13G/A
RPHS · 90214Q642
|
78.6% |
11/3/2025
Event 9/30/2025
|
|
Two Roads Shared Trust
13G/A
AFIF · 90214Q766
|
6.4% |
11/3/2025
Event 9/30/2025
|
|
Two Roads Shared Trust
13G/A
AESR · 90214Q733
|
62.1% |
11/3/2025
Event 9/30/2025
|
|
Two Roads Shared Trust
13G/A
ADFI · 90214Q725
|
91.3% |
11/3/2025
Event 9/30/2025
|
|
Pacer Funds Trust
13G/A
FLRT · 69374H428
|
5.9% |
11/3/2025
Event 9/30/2025
|
|
Innovator ETFs Trust
13G/A
XTJL · 45783Y806
|
6.9% |
11/3/2025
Event 9/30/2025
|
|
First Trust Exchange-Traded Fund VIII
13G/A
XIDE · 33740F326
|
6.6% |
11/3/2025
Event 9/30/2025
|
|
DoubleLine ETF Trust
13G/A
DCMT · 25861R501
|
77.3% |
11/3/2025
Event 9/30/2025
|
|
Exchange Listed Funds Trust
13G/A
TDSB · 30151E723
|
66.4% |
11/3/2025
Event 9/30/2025
|
|
DoubleLine ETF Trust
13G/A
DFVE · 25861R600
|
60.6% |
10/6/2025
Event 9/30/2025
|
|
First Trust Exchange-Traded Fund VIII
13G/A
XISE · 33740F375
|
27.0% |
10/6/2025
Event 9/30/2025
|
|
First Trust Exchange-Traded Fund
13G
BFAP · 33733E773
|
12.1% |
10/6/2025
Event 9/30/2025
|
|
DoubleLine ETF Trust
13G
DCRE · 25861R303
|
5.5% |
8/1/2025
Event 6/30/2025
|
|
First Trust Exchange-Traded Fund VIII
13G/A
XMAY · 33740F250
|
3.1% |
8/1/2025
Event 6/30/2025
|
|
DoubleLine ETF Trust
13G/A
DMX · 25861R709
|
14.6% |
7/28/2025
Event 6/30/2025
|
|
Exchange Listed Funds Trust
13G/A
TDSC · 30151E715
|
60.6% |
7/28/2025
Event 6/30/2025
|
|
Exchange Listed Funds Trust
13G/A
CLSM · 30151E624
|
61.3% |
7/28/2025
Event 6/30/2025
|
|
SSGA Active Trust
13G
EMTL · 78470P309
|
5.4% |
7/28/2025
Event 6/30/2025
|
|
Two Roads Shared Trust
13G/A
FDTB · 90214Q527
|
0% |
7/8/2025
Event 6/30/2025
|
|
Two Roads Shared Trust
13G/A
FDVL · 90214Q535
|
0% |
7/8/2025
Event 6/30/2025
|
|
Two Roads Shared Trust
13G/A
FDCE · 90214Q550
|
0% |
7/8/2025
Event 6/30/2025
|
|
Two Roads Shared Trust
13G/A
FDGR · 90214Q543
|
0% |
7/8/2025
Event 6/30/2025
|
|
Vanguard Wellington Fund
13G/A
VFMV · 921935409
|
6.9% |
4/29/2025
Event 3/31/2025
|
|
First Trust Exchange-Traded Fund VIII
13G/A
SEPM · 33740U554
|
0.1% |
2/5/2025
Event 1/31/2025
|