CUSIP 25861R402MORTGAGE ETFDMBSQ4 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 | Gradient Investments LLC | 2.65M | $131.76M |
| 2 | Advocacy Wealth Management, LLC | 976.5K | $48.49M |
| 3 | Captrust Financial Advisors | 927.1K | $46.04M |
| 4 | Osaic Holdings, Inc. | 781.0K | $38.78M |
| 5 | Bank Of New York Mellon Corp | 719.1K | $35.71M |
| 6 | Evergreen Capital Management LLC | 678.3K | $33.68M |
| 7 | Foundations Investment Advisors, LLC | 576.5K | $28.63M |
| 8 | Envestnet Asset Management Inc | 474.6K | $23.57M |
| 9 |
| Tortoise Investment Management, LLC |
| 445.7K |
| $22.13M |
| 10 | Cambridge Associates LLC /Ma/ /Adv | 408.9K | $20.30M |