CUSIP 25434V104US CORE EQT MKTDFAUQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 7.13M | $333.47M |
| 2 | Rvw Wealth, LLC | 4.51M | $211.18M |
| 3 | Sageworth Trust Co | 4.50M | $210.82M |
| 4 | Onedigital Investment Advisors LLC | 4.34M | $203.11M |
| 5 | Allworth Financial LP | 3.85M | $180.15M |
| 6 | Focus Partners Wealth | 3.38M | $158.31M |
| 7 | Aquire Wealth Advisors, LLC | 3.32M | $155.19M |
| 8 | Modera Wealth Management, LLC | 3.30M | $154.55M |
| 9 |
| Mars Jewett Financial Group, Inc. |
| 3.10M |
| $148.70M |
| 10 | Annex Advisory Services, LLC | 2.87M | $134.25M |