CUSIP 25434V500US SMALL CAP ETFDFASQ4 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 | Creative Planning | 24.84M | $1.73B |
| 2 | Northern Trust Corp | 8.10M | $564.53M |
| 3 | Bank Of America Corp /De/ | 6.63M | $462.04M |
| 4 | Index Fund Advisors, Inc. | 5.84M | $407.19M |
| 5 | Focus Partners Wealth | 3.52M | $245.03M |
| 6 | Pure Financial Advisors, LLC | 3.10M | $216.28M |
| 7 | Tci Wealth Advisors, Inc. | 2.56M | $178.07M |
| 8 | Envestnet Asset Management Inc | 1.55M | $108.16M |
| 9 |
| Midwest Trust Co |
| 1.38M |
| $96.49M |
| 10 | Root Financial Partners, LLC | 1.36M | $94.42M |