13F reference period
Q2 2026
CUSIP: 25434V740
13F reference period
Q2 2026
Institutions Reporting
293
Shares (Excl. Options)
Price
$42.67
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.
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
Latest holder context comes from 293 institutions filings for Q2 2026.
Security key
25434V740
13F reference period
Q2 2026
13F holders
293
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 25434V740:
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 | 2.6% | -77% | $24,370,806 | -$75,655,260 | 911,058 | -76% | FMR LLC | 30 Apr 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 8.2% | 2,878,443 | +40% | 0.05% | $120,578,104 |
| Asset Dedication, LLC | 7% | 2,469,715 | -3.3% | 6.6% | $105,375,559 |
| RITHOLTZ WEALTH MANAGEMENT | 4.2% | 1,460,337 | +2.5% | 0.93% | $62,308,349 |
| Root Financial Partners, LLC | 3.6% | 1,268,143 | +765% | 2.1% | $54,107,995 |
| Vise Technologies, Inc. | 3.6% | 1,259,797 | +528% | 0.61% | $53,751,904 |
| Savant Capital, LLC | 3% | 1,058,000 | +545% | 0.13% | $43,932,274 |
| RAYMOND JAMES FINANCIAL INC | 2.9% | 1,025,227 | +3.8% | 0.01% | $43,743,457 |
| HighTower Advisors, LLC | 2.8% | 978,026 | +2.5% | 0.04% | $41,729,530 |
| B&D White Capital Company, LLC | 2.3% | 807,853 | +37% | 3.4% | $34,468,745 |
| Beacon Pointe Advisors, LLC | 2.1% | 751,387 | +24% | 0.15% | $32,059,501 |
| Sensible Money, LLC | 2.1% | 748,053 | -1.4% | 8.5% | $31,917,239 |
| FMR LLC | 2% | 701,652 | -4.4% | 0% | $29,937,476 |
| True Wealth Design, LLC | 2% | 694,242 | -1% | 7% | $29,621,282 |
| Marquette Asset Management, LLC | 1.9% | 673,678 | -0.35% | 3.7% | $28,743,887 |
| Family Investment Center, Inc. | 1.7% | 604,094 | +6.1% | 4.3% | $25,774,927 |
| Janney Montgomery Scott LLC | 1.7% | 590,477 | +1.9% | 0.05% | $25,194,000 |
| Evanson Financial, LLC | 1.7% | 579,631 | 0% | 1.2% | $24,731,170 |
| NorthAvenue LLC | 1.5% | 538,310 | -2% | 16% | $22,968,138 |
| Cambridge Financial Group, LLC | 1.4% | 505,917 | -0.23% | 6.8% | $21,586,015 |
| Index Fund Advisors, Inc. | 1.4% | 501,178 | +2.6% | 0.85% | $21,383,823 |
| EAGLE WEALTH STRATEGIES LLC | 1.4% | 483,697 | -0.98% | 7.9% | $20,637,968 |
| Alesco Advisors, LLC, An ESL Co | 1.3% | 467,149 | +4.3% | 0.46% | $19,931,896 |
| Strata Wealth Advisors, LLC | 1.3% | 455,010 | +10% | 4.7% | $19,413,960 |
| Penserra Capital Management LLC | 1.2% | 411,618 | -17% | 0.13% | $17,562,000 |
| ROYAL BANK OF CANADA | 1.1% | 370,885 | +21% | 0% | $15,824,000 |
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 | 25,539,830 | $1,082,941,936 | +$103,104,039 | $42.40 | 217 |
| 2026 Q2 | 36,289,950 | $1,542,105,058 | +$258,895,400 | $42.67 | 293 |
| 2026 Q1 | 31,551,962 | $1,128,793,064 | +$136,769,136 | $35.78 | 271 |
| 2025 Q4 | 28,084,629 | $944,296,171 | +$11,591,012 | $33.74 | 249 |
| 2025 Q3 | 26,289,885 | $838,153,669 | +$52,394,739 | $31.89 | 224 |
| 2025 Q2 | 24,667,227 | $739,836,664 | -$62,408,334 | $29.99 | 200 |
| 2025 Q1 | 26,824,396 | $725,482,649 | +$165,271,021 | $27.05 | 191 |
| 2024 Q4 | 20,731,171 | $543,369,693 | +$24,240,253 | $26.21 | 179 |
| 2024 Q3 | 18,782,943 | $534,544,767 | +$58,591,555 | $28.46 | 154 |
| 2024 Q2 | 16,583,310 | $456,000,227 | +$44,606,865 | $27.50 | 144 |
| 2024 Q1 | 14,908,761 | $387,375,668 | -$15,833,203 | $25.96 | 126 |
| 2023 Q4 | 15,726,978 | $395,877,017 | +$45,667,652 | $25.20 | 124 |
| 2023 Q3 | 12,963,427 | $306,742,825 | +$11,999,512 | $23.67 | 103 |
| 2023 Q2 | 12,575,315 | $306,573,715 | +$26,374,809 | $24.37 | 99 |
| 2023 Q1 | 11,498,800 | $268,854,287 | +$49,910,075 | $23.38 | 90 |
| 2022 Q4 | 9,384,801 | $212,288,769 | +$113,531,102 | $22.61 | 68 |
| 2022 Q3 | 3,569,832 | $73,460,000 | +$17,544,892 | $20.54 | 41 |
| 2022 Q2 | 2,304,884 | $53,781,000 | +$53,781,000 | $23.34 | 25 |
| 2022 Q1 | 68 | $2,000 | $29.41 | 1 |