13F reference period
Q2 2026
CUSIP: 25434V302
13F reference period
Q2 2026
Institutions Reporting
719
Shares (Excl. Options)
Price
$40.21
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 719 institutions filings for Q2 2026.
Security key
25434V302
13F reference period
Q2 2026
13F holders
719
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 25434V302:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 4.1% | -24% | $301,812,556 | -$44,067,666 | 9,266,581 | -13% | FMR LLC | 31 Dec 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 5.6% | 12,668,769 | 0% | 1.5% | $509,411,201 |
| MATHER GROUP, LLC. | 5.5% | 12,473,477 | +3.2% | 4.4% | $501,558,511 |
| FMR LLC | 4.3% | 9,655,546 | -1.8% | 0.02% | $388,249,484 |
| BANK OF AMERICA CORP /DE/ | 3.5% | 7,986,445 | +17% | 0.02% | $321,134,948 |
| UBS Group AG | 3.1% | 6,959,996 | +3% | 0.04% | $279,861,439 |
| Mariner, LLC | 1.9% | 4,358,277 | +2.4% | 0.18% | $175,217,120 |
| Foster Group, Inc. | 1.6% | 3,569,348 | -6% | 3.8% | $143,523,479 |
| Root Financial Partners, LLC | 1.4% | 3,080,099 | -4.6% | 4.8% | $123,850,794 |
| Vise Technologies, Inc. | 1.3% | 2,965,059 | +11% | 1.4% | $119,225,010 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2% | 2,803,185 | +4.6% | 0.06% | $112,716,064 |
| MAI Capital Management | 1.1% | 2,587,135 | +554% | 0.4% | $104,028,719 |
| Cerity Partners LLC | 1.1% | 2,553,687 | +10% | 0.12% | $102,687,710 |
| Washington Trust Bank | 1.1% | 2,515,047 | -3.5% | 7.1% | $101,130,040 |
| HighTower Advisors, LLC | 1.1% | 2,473,379 | +19% | 0.1% | $99,454,571 |
| TCI Wealth Advisors, Inc. | 1.1% | 2,436,573 | +19% | 4.2% | $97,974,593 |
| Wealthspire Advisors, LLC | 1.1% | 2,373,919 | -2.6% | 0.53% | $95,455,294 |
| ROYAL BANK OF CANADA | 1% | 2,327,473 | +21% | 0.02% | $93,588,000 |
| McKinley Carter Wealth Services, Inc. | 1% | 2,299,652 | +5.5% | 4.8% | $92,469,021 |
| Annex Advisory Services, LLC | 1% | 2,267,929 | +8% | 1.6% | $91,193,413 |
| Cetera Investment Advisers | 0.99% | 2,236,440 | -4.9% | 0.08% | $89,927,235 |
| Focus Partners Wealth | 0.96% | 2,169,299 | +0.79% | 0.09% | $87,227,526 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.94% | 2,121,551 | -51% | 1.1% | $85,307,554 |
| True Link Financial Advisors, LLC | 0.82% | 1,851,959 | +1.8% | 4.3% | $74,467,254 |
| ENVESTNET ASSET MANAGEMENT INC | 0.74% | 1,669,301 | +14% | 0.02% | $67,122,597 |
| Corient Private Wealth LP | 0.7% | 1,591,105 | -3.4% | 0.09% | $63,978,320 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 114,724,846 | $4,508,497,133 | +$96,397,178 | $39.31 | 385 |
| 2026 Q2 | 209,987,083 | $8,427,152,351 | +$109,645,324 | $40.21 | 719 |
| 2026 Q1 | 208,987,696 | $7,087,175,662 | +$448,869,316 | $33.86 | 673 |
| 2025 Q4 | 195,807,580 | $6,384,066,252 | +$285,646,574 | $32.57 | 642 |
| 2025 Q3 | 181,961,305 | $5,738,380,354 | +$367,039,287 | $31.53 | 575 |
| 2025 Q2 | 172,089,081 | $4,982,505,074 | +$273,431,887 | $28.95 | 550 |
| 2025 Q1 | 164,762,722 | $4,265,250,953 | -$190,355,312 | $25.89 | 522 |
| 2024 Q4 | 172,883,507 | $4,403,442,741 | +$649,560,654 | $25.37 | 512 |
| 2024 Q3 | 145,314,320 | $3,980,467,657 | +$457,570,845 | $27.41 | 447 |
| 2024 Q2 | 131,133,900 | $3,392,699,564 | +$229,388,888 | $25.87 | 430 |
| 2024 Q1 | 122,190,097 | $3,017,188,175 | +$191,464,451 | $24.72 | 409 |
| 2023 Q4 | 114,815,705 | $2,764,719,126 | +$145,189,359 | $24.11 | 412 |
| 2023 Q3 | 106,201,138 | $2,398,513,387 | +$518,746,564 | $22.57 | 358 |
| 2023 Q2 | 82,318,990 | $1,932,705,209 | +$131,860,613 | $23.46 | 341 |
| 2023 Q1 | 77,240,102 | $1,781,212,286 | +$138,958,293 | $23.02 | 332 |
| 2022 Q4 | 69,596,905 | $1,532,227,238 | +$316,206,829 | $21.95 | 302 |
| 2022 Q3 | 50,305,210 | $1,012,949,640 | +$285,346,268 | $20.09 | 224 |
| 2022 Q2 | 36,177,109 | $837,133,618 | +$459,575,282 | $23.16 | 216 |
| 2022 Q1 | 16,197,633 | $424,690,978 | +$165,824,159 | $26.24 | 173 |
| 2021 Q4 | 9,477,521 | $259,388,347 | +$103,064,272 | $27.36 | 149 |
| 2021 Q3 | 3,804,854 | $104,104,752 | +$28,938,529 | $27.25 | 90 |
| 2021 Q2 | 2,865,872 | $84,771,218 | +$29,027,183 | $29.63 | 76 |
| 2021 Q1 | 1,862,644 | $52,345,646 | +$9,094,576 | $28.07 | 55 |
| 2020 Q4 | 1,556,636 | $41,698,435 | +$40,673,435 | $26.87 | 19 |