CUSIP 25434V872CORE FIXED INCOMDFCFQ4 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 | Truepoint, Inc. | 12.54M | $533.87M |
| 2 | Prudential Financial Inc | 9.46M | $402.50M |
| 3 | Factory Mutual Insurance Co | 4.54M | $193.15M |
| 4 | Petersen Hastings Wealth Advisors Inc. | 4.39M | $186.75M |
| 5 | Savant Capital, LLC | 4.33M | $184.31M |
| 6 | True Link Financial Advisors, LLC | 3.70M | $157.51M |
| 7 | Beacon Pointe Advisors, LLC | 3.44M | $146.39M |
| 8 | Onedigital Investment Advisors LLC | 3.23M | $137.45M |
| 9 |
| Beaird Harris Wealth Management, LLC |
| 3.22M |
| $137.19M |
| 10 | Great Waters Wealth Management | 3.11M | $132.54M |