Security key
23256X100
CUSIP: 23256X100
Security key
23256X100
Report period
Q3 2023
Institutions
65
Top holders
10
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC |
13F
Company
|
4.4%
|
$817,476
2,162,636 shares
|
— | 30 Jun 2023 |
| Simplify Asset Management Inc. |
13F
Company
|
1%
|
$189,000
500,000 shares
|
— | 30 Jun 2023 |
| FNY Investment Advisers, LLC |
13F
Company
|
0.29%
|
$52,000
140,000 shares
|
— | 30 Jun 2023 |
| InterOcean Capital Group, LLC |
13F
Company
|
0.2%
|
$37,800
100,000 shares
|
— | 30 Jun 2023 |
| IAG Wealth Partners, LLC |
13F
Company
|
0.17%
|
$31,541
83,442 shares
|
— | 30 Jun 2023 |
| Formidable Asset Management, LLC |
13F
Company
|
0.16%
|
$30,000
79,850 shares
|
— | 30 Jun 2023 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|