CUSIP 25434V716US SUSTAINABILTYDFSUQ4 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 | Retirement Solution LLC | 5.42M | $235.57M |
| 2 | Awm Capital, LLC | 3.04M | $132.22M |
| 3 | Quantum Financial Advisors, LLC | 2.40M | $104.30M |
| 4 | Maseco LLP | 1.95M | $84.80M |
| 5 | Focus Partners Wealth | 1.88M | $81.86M |
| 6 | Citrine Capital LLC | 1.29M | $56.02M |
| 7 | Abacus Wealth Partners, LLC | 1.24M | $53.99M |
| 8 | Pathstone Holdings, LLC | 1.03M | $44.64M |
| 9 |
| Longview Asset Management LLC |
| 708.1K |
| $30.75M |
| 10 | Wealth Enhancement Advisory Services, LLC | 483.0K | $21.40M |