CUSIP 25434V849NATL MUN BD ETFDFNMQ4 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 | Focus Partners Wealth | 3.66M | $176.44M |
| 2 | Truepoint, Inc. | 2.97M | $143.26M |
| 3 | Foster Group, Inc. | 1.47M | $70.61M |
| 4 | Symmetry Partners, LLC | 1.33M | $63.91M |
| 5 | Geowealth Management, LLC | 883.0K | $42.53M |
| 6 | Sequoia Financial Advisors, LLC | 849.9K | $40.94M |
| 7 | Beaird Harris Wealth Management, LLC | 847.9K | $40.84M |
| 8 | Rather & Kittrell, Inc. | 837.0K | $40.32M |
| 9 |
| Pathstone Holdings, LLC |
| 804.9K |
| $38.77M |
| 10 | Mbl Wealth, LLC | 707.1K | $34.06M |