CUSIP 26923N660IDX DYNAMIC FIXEDYFIQ4 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 | Faithward Advisors, LLC | 783.9K | $18.08M |
| 2 | Compound Planning, Inc. | 472.9K | $10.91M |
| 3 | Palladiem, LLC | 256.3K | $5.92M |
| 4 | Blueprint Financial Advisors LLC | 241.5K | $5.57M |
| 5 | Blueprint Investment Partners LLC | 241.5K | $5.57M |
| 6 | Wealthtrak Capital Management LLC | 108.9K | $2.51M |
| 7 | International Private Wealth Advisors LLC | 81.8K | $1.89M |
| 8 | Axxcess Wealth Management, LLC | 41.0K | $945.8K |
| 9 |
| Gts Securities LLC |
| 36.6K |
| $845.2K |
| 10 | Kingsview Wealth Management, LLC | 35.0K | $806.7K |