CUSIP 25434V625US CORE EQUITY 1DCORQ4 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 | Pure Financial Advisors, LLC | 2.18M | $160.58M |
| 2 | Your Advocates Ltd., LLP | 998.4K | $73.51M |
| 3 | Brighton Jones LLC | 870.3K | $64.08M |
| 4 | Lri Investments, LLC | 721.9K | $53.16M |
| 5 | Stratos Investment Management, LLC | 616.8K | $45.41M |
| 6 | Rather & Kittrell, Inc. | 615.2K | $45.29M |
| 7 | Private Advisor Group, LLC | 595.6K | $43.85M |
| 8 | Foundations Investment Advisors, LLC | 519.9K | $38.28M |
| 9 |
| Onedigital Investment Advisors LLC |
| 482.9K |
| $35.56M |
| 10 | Monograph Wealth Advisors, LLC | 476.2K | $35.07M |