CUSIP 25264S320LARGE CAP CONCENDHLXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 1.98M | $26.20M | +1.98M | New |
| 2 | Diamond Hill Capital Management Inc | 1.17M | $15.43M | 0 | Held |
| 3 | Curated Wealth Partners LLC | 947.3K | $12.55M | +33.3K | Added |
| 4 | Fairman Group, LLC | 91.3K | $1.21M |
| 0 |
| Held |
| 5 | Mariner, LLC | 11.7K | $154.9K | 0 | Held |
| 6 | Royal Bank Of Canada | 2.7K | $36.0K | −19.6K | Reduced |