CUSIP 26922A222APTUS COLLRD INVACIOQ4 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 | Aptus Capital Advisors, LLC | 15.25M | $666.48M |
| 2 | Integrated Wealth Concepts LLC | 6.08M | $265.67M |
| 3 | Guardian Wealth Advisors, LLC / Nc | 4.38M | $191.43M |
| 4 | Corient Private Wealth LLC | 3.19M | $139.57M |
| 5 | Brogan Financial, Inc. | 1.92M | $83.96M |
| 6 | Kfg Wealth Management, LLC | 1.79M | $78.34M |
| 7 | Raymond James Financial Inc | 1.49M | $65.03M |
| 8 | Second Line Capital, LLC | 1.25M | $54.68M |
| 9 |
| Signal Advisors Wealth, LLC |
| 1.12M |
| $49.13M |
| 10 | Clarus Group, Inc. | 1.08M | $47.36M |