CUSIP 25434V575GLOBAL EX US CORDFGXQ4 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 | Apella Capital, LLC | 1.94M | $101.88M |
| 2 | Planning Center, Inc. | 1.48M | $77.68M |
| 3 | Hill Investment Group Partners, LLC | 974.3K | $51.28M |
| 4 | Savant Capital, LLC | 694.3K | $36.54M |
| 5 | Alpha Financial Advisors, LLC | 657.6K | $34.61M |
| 6 | Market Street Wealth Management Advisors LLC | 651.7K | $34.30M |
| 7 | Elser Financial Planning, Inc | 635.2K | $33.43M |
| 8 | United Wealth Management, LLC | 630.9K | $33.21M |
| 9 |
| Private Wealth Management Group, LLC |
| 584.5K |
| $30.76M |
| 10 | Hightower Advisors, LLC | 452.5K | $23.82M |