CUSIP 25434V856INFLATION PROTEDFIPQ4 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 | Matson Money. Inc. | 3.74M | $155.25M |
| 2 | Beacon Pointe Advisors, LLC | 1.13M | $47.12M |
| 3 | Heirloom Wealth Management | 1.10M | $45.54M |
| 4 | Planning Center, Inc. | 1.02M | $42.25M |
| 5 | Hill Investment Group Partners, LLC | 802.6K | $33.35M |
| 6 | Geometric Wealth Advisors | 525.9K | $21.85M |
| 7 | Pinney & Scofield, Inc. | 520.4K | $21.63M |
| 8 | Rather & Kittrell, Inc. | 505.5K | $21.01M |
| 9 |
| Leading Edge Financial Planning LLC |
| 475.7K |
| $19.77M |
| 10 | Stratos Investment Management, LLC | 445.8K | $18.52M |