CUSIP 25434V674GLOBAL SUSTAINADFSBQ4 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 | Abacus Wealth Partners, LLC | 2.43M | $125.92M |
| 2 | Maseco LLP | 1.72M | $88.82M |
| 3 | Mercer Global Advisors Inc /Adv | 742.2K | $38.45M |
| 4 | Quantum Financial Advisors, LLC | 515.1K | $26.68M |
| 5 | Composition Wealth, LLC | 327.6K | $16.97M |
| 6 | Simplicity Wealth,LLC | 254.3K | $13.17M |
| 7 | Sei Investments Co | 245.7K | $12.73M |
| 8 | Seeds Investor LLC | 230.7K | $11.95M |
| 9 |
| Planning Center, Inc. |
| 184.2K |
| $9.54M |
| 10 | Parkshore Wealth Management, Inc. | 176.8K | $9.16M |