CUSIP 25434V633CALIF MUN BD ETFDFCAQ4 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 | Mercer Global Advisors Inc /Adv | 6.14M | $307.42M |
| 2 | Hightower Advisors, LLC | 1.01M | $50.82M |
| 3 | Citrine Capital LLC | 584.7K | $29.28M |
| 4 | Savvy Advisors, Inc. | 165.3K | $8.28M |
| 5 | Signature Resources Capital Management, LLC | 104.0K | $5.21M |
| 6 | Wealth Enhancement Advisory Services, LLC | 84.6K | $4.24M |
| 7 | Elmwood Wealth Management, Inc. | 82.2K | $4.11M |
| 8 | One Capital Management, LLC | 60.1K | $3.01M |
| 9 |
| Vise Technologies, Inc. |
| 54.2K |
| $2.71M |
| 10 | Root Financial Partners, LLC | 54.2K | $2.71M |