CUSIP 26922B444APTUS LRG CAP UPUPSDQ4 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 | 1.99M | $53.37M |
| 2 | Park Place Capital Corp | 528.4K | $14.15M |
| 3 | Waterloo Capital, L.P. | 407.7K | $10.92M |
| 4 | Signal Advisors Wealth, LLC | 346.6K | $9.28M |
| 5 | Uniting Wealth Partners, LLC | 249.9K | $6.69M |
| 6 | Financial Guidance Group, Inc. | 139.8K | $3.74M |
| 7 | Maripau Wealth Management LLC | 119.4K | $3.20M |
| 8 | Lord & Richards Wealth Management, LLC | 103.9K | $2.78M |
| 9 |
| Cushing Capital Partners, LLC |
| 89.0K |
| $2.38M |
| 10 | Silver Oak Securities, Incorporated | 84.9K | $2.30M |