CUSIP 25434V583GLOBAL CORE PLUSDFGPQ4 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 | Forum Financial Management, LP | 6.26M | $338.53M |
| 2 | Maseco LLP | 3.39M | $183.27M |
| 3 | Symmetry Partners, LLC | 2.47M | $133.64M |
| 4 | Beacon Pointe Advisors, LLC | 1.18M | $63.57M |
| 5 | Wpwealth LLP | 1.13M | $61.01M |
| 6 | Ruedi Wealth Management, Inc. | 918.9K | $49.69M |
| 7 | Penobscot Wealth Management | 859.0K | $46.44M |
| 8 | Vestmark Advisory Solutions, Inc. | 841.5K | $45.50M |
| 9 |
| Curio Wealth, LLC |
| 762.4K |
| $41.31M |
| 10 | Integrity Advisory Solutions, LLC | 696.6K | $37.66M |