13F reference period
Q2 2026
CUSIP: 25434V559
13F reference period
Q2 2026
Institutions Reporting
73
Shares (Excl. Options)
Price
$66.50
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 73 institutions filings for Q2 2026.
Security key
25434V559
13F reference period
Q2 2026
13F holders
73
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 25434V559:
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 |
|---|---|---|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | 20% | $80,646,257 | 1,183,364 | Tencap Wealth Coaching, 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 |
|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | 20% | 1,208,060 | +0.97% | 25% | $80,392,003 |
| Beacon Pointe Advisors, LLC | 13% | 785,013 | +4.3% | 0.24% | $52,203,359 |
| BCR Wealth Strategies, LLC | 13% | 782,808 | -0.77% | 15% | $52,056,000 |
| FMB WEALTH MANAGEMENT | 5.5% | 327,365 | -0.08% | 8% | $21,769,802 |
| RFG Advisory, LLC | 5.3% | 315,199 | +3.5% | 0.33% | $20,960,753 |
| American Trust | 4.5% | 268,870 | +2.3% | 1.4% | $17,879,855 |
| Pure Financial Advisors, LLC | 4% | 238,448 | +3.2% | 0.2% | $15,856,779 |
| Versant Capital Management, Inc | 2.8% | 170,886 | +315% | 1% | $11,363,932 |
| Corus Family Wealth Advisors | 2% | 118,194 | +5.6% | 5.4% | $7,859,954 |
| LVZ, Inc. | 1.8% | 110,345 | +5.7% | 0.75% | $7,337,952 |
| ENVESTNET ASSET MANAGEMENT INC | 1.8% | 106,712 | 0% | $7,096,361 | |
| STAGE HARBOR FINANCIAL, LLC | 1.5% | 92,079 | +21% | 3.5% | $6,123,268 |
| Financial Harvest, LLC | 1.5% | 87,949 | +19% | 2.4% | $5,848,609 |
| ASSETMARK, INC | 1.1% | 67,150 | +5.3% | 0.01% | $4,465,487 |
| CITIGROUP INC | 0.96% | 57,489 | 0% | $3,823,019 | |
| HARBOUR INVESTMENTS, INC. | 0.86% | 51,847 | +1.4% | 0.05% | $3,447,826 |
| PARK AVENUE SECURITIES LLC | 0.78% | 47,075 | 0.02% | $3,130,000 | |
| GOLDMAN SACHS GROUP INC | 0.76% | 45,456 | 0% | $3,022,824 | |
| Private Advisor Group, LLC | 0.63% | 37,662 | -33% | 0.01% | $2,504,528 |
| E-Wealth Partners, LLC | 0.61% | 36,389 | -4.9% | 1.7% | $2,419,869 |
| TRUIST FINANCIAL CORP | 0.58% | 34,944 | 0% | $2,335,482 | |
| MML INVESTORS SERVICES, LLC | 0.52% | 31,154 | -59% | 0% | $2,071,760 |
| Rockwood Wealth Management, LLC | 0.49% | 29,191 | +4.9% | 0.12% | $1,941,191 |
| BIP Wealth, LLC | 0.48% | 28,851 | +14% | 0.05% | $1,918,574 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.45% | 26,870 | +146% | 0% | $1,786,820 |
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 | 0 | $0 | -$222,816,188 | $68.15 | 0 |
| 2026 Q2 | 5,391,876 | $358,707,247 | +$35,838,161 | $66.50 | 73 |
| 2026 Q1 | 4,855,595 | $288,294,728 | +$20,923,072 | $59.35 | 53 |
| 2025 Q4 | 4,519,996 | $270,198,776 | +$62,090,250 | $59.78 | 49 |
| 2025 Q3 | 2,922,269 | $170,780,088 | +$14,009,487 | $58.44 | 42 |
| 2025 Q2 | 2,682,946 | $145,504,600 | +$16,098,483 | $54.23 | 35 |
| 2025 Q1 | 2,388,264 | $120,021,212 | +$59,134,299 | $50.26 | 23 |
| 2024 Q4 | 1,216,225 | $64,277,203 | +$3,244,202 | $52.85 | 14 |
| 2024 Q3 | 1,149,332 | $60,580,578 | +$60,580,578 | $52.71 | 6 |