CUSIP 25861R105OPPORTUNISTIC CODBNDQ4 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 | Foundations Investment Advisors, LLC | 700.9K | $32.50M |
| 2 | Raymond James Financial Inc | 664.7K | $30.82M |
| 3 | Boothe Investment Group, Inc. | 645.5K | $29.93M |
| 4 | Ubs Group AG | 606.0K | $28.10M |
| 5 | W.G. Shaheen & Associates Dba Whitney & Co | 543.3K | $25.19M |
| 6 | Benchmark Financial Wealth Advisors, LLC | 492.4K | $22.83M |
| 7 | Mariner, LLC | 437.9K | $20.30M |
| 8 | Envestnet Asset Management Inc | 364.5K | $16.90M |
| 9 |
| Guardian Wealth Advisors, LLC / Nc |
| 308.8K |
| $14.32M |
| 10 | Aptus Capital Advisors, LLC | 308.8K | $14.32M |