Institutional Ownership
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CUSIP 233051705XTRACK MUN INFRARVNUQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
15.6%
Max % of class reported
Institutional Holders
62
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 27, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 27, 2025 | Bank Of New York Mellon Corp | 13G/A | 9.2% | 501.7K | SEC |
| 2 | Oct 29, 2024 | Bank Of New York Mellon Corp | 13G/A | 12.5% | 676.1K | SEC |
| 3 | Feb 9, 2024 | Bank Of New York Mellon Corp | 13G/A | 14.9% | 692.8K | SEC |
| 4 | Jan 24, 2024 | Bank Of New York Mellon Corp | 13G/A | 15.2% | 690.1K | SEC |
| 5 | Sep 11, 2023 | Bank Of New York Mellon Corp | 13G/A | 15.6% | 708.5K | SEC |
| 6 | Jan 27, 2023 | Bank Of New York Mellon Corp | 13G/A | 7.3% | 363.3K | SEC |
| 7 | Feb 1, 2022 | Bank Of New York Mellon Corp | 13G/A | 5.7% | 340.2K | SEC |
| 8 | Feb 1, 2021 | Bank Of New York Mellon Corp | 13G | 6.5% | 265.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 531.8K | $13.10M |
| 2 | Equitable Holdings, Inc. | 408.0K | $10.01M |
| 3 | Goodman Advisory Group, LLC | 273.6K | $6.74M |
| 4 | Hennion & Walsh Asset Management, Inc. | 211.1K | $5.20M |
| 5 | Evergreen Private Wealth LLC | 208.9K | $5.15M |
| 6 | Mcadam, LLC | 158.9K | $3.92M |
| 7 | Onedigital Investment Advisors LLC | 130.9K | $3.22M |
| 8 | Jane Street Group, LLC | 118.7K | $2.92M |
| 9 | Bank Of America Corp /De/ | 110.7K | $2.73M |
| 10 | Lpl Financial LLC | 105.0K | $2.59M |