CUSIP 26923N405APPLIED FINA VALVSLUQ4 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 | Crestwood Advisors Group, LLC | 2.00M | $88.51M |
| 2 | Novare Capital Management LLC | 815.9K | $36.11M |
| 3 | Newman Dignan & Sheerar, Inc. | 704.5K | $31.18M |
| 4 | Watchman Group, Inc. | 668.3K | $29.58M |
| 5 | Jacobi Capital Management LLC | 514.1K | $22.75M |
| 6 | Fulton Bank, N.A. | 318.0K | $14.08M |
| 7 | Eversource Wealth Advisors, LLC | 316.2K | $14.00M |
| 8 | Acima Private Wealth, LLC | 275.4K | $12.19M |
| 9 |
| Croban |
| 227.8K |
| $10.08M |
| 10 | Atwood & Palmer Inc | 212.6K | $9.41M |