CUSIP 25434V666US LARGE CAP VALDFLVQ4 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 | Savant Capital, LLC | 17.50M | $598.59M |
| 2 | Corient Private Wealth LLC | 5.97M | $164.92M |
| 3 | Coldstream Capital Management Inc | 4.44M | $151.91M |
| 4 | Foster Group, Inc. | 4.14M | $141.74M |
| 5 | Truepoint, Inc. | 3.41M | $116.67M |
| 6 | Ep Wealth Advisors, LLC | 3.13M | $106.97M |
| 7 | Mosaic Family Wealth Partners, LLC | 2.96M | $101.18M |
| 8 | Root Financial Partners, LLC | 2.74M | $93.88M |
| 9 |
| Vise Technologies, Inc. |
| 2.58M |
| $88.29M |
| 10 | Pathstone Holdings, LLC | 2.56M | $87.55M |