CUSIP 25434V591UIEDUSBQ4 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 | Planning Center, Inc. | 3.42M | $173.06M |
| 2 | Prudent Man Investment Management, Inc. | 1.60M | $80.91M |
| 3 | Root Financial Partners, LLC | 1.29M | $65.10M |
| 4 | Vise Technologies, Inc. | 1.16M | $58.87M |
| 5 | Financial Plan, Inc. | 895.5K | $45.36M |
| 6 | Sjs Investment Consulting Inc. | 642.9K | $32.56M |
| 7 | Dinuzzo Private Wealth, Inc. | 565.9K | $28.66M |
| 8 | Sc&H Financial Advisors, Inc. | 539.1K | $27.31M |
| 9 |
| Chicago Partners Investment Group LLC |
| 505.1K |
| $25.62M |
| 10 | Sterling Wealth Management, Inc. | 471.9K | $23.90M |