CUSIP 26923N801WEALTHTRUST DBSWLTGQ4 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 | Wealthtrust Asset Management, LLC | 1.23M | $43.00M |
| 2 | Simplicity Wealth,LLC | 223.8K | $7.79M |
| 3 | New Wave Wealth Advisors LLC | 89.2K | $3.11M |
| 4 | Expressive Wealth LLC | 31.4K | $1.09M |
| 5 | Atria Investments, Inc | 10.2K | $356.2K |
| 6 | Susquehanna International Group, LLP | 9.1K | $318.6K |
| 7 | Summit Financial, LLC | 8.7K | $301.5K |
| 8 | Mgo One Seven LLC | 7.0K | $243.5K |
| 9 |
| Global Retirement Partners, LLC |
| 6.2K |
| $216.3K |
| 10 | Bank Of America Corp /De/ | 586 | $20.4K |