13F reference period
Q2 2026
CUSIP: 25434V765
13F reference period
Q2 2026
Institutions Reporting
369
Shares (Excl. Options)
Price
$34.12
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 369 institutions filings for Q2 2026.
Security key
25434V765
13F reference period
Q2 2026
13F holders
369
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 25434V765:
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 |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 18% | $703,728,308 | 23,936,337 | Savant Capital, 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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 27% | 35,612,854 | +10% | 1.5% | $1,215,288,809 |
| Savant Capital, LLC | 24% | 32,381,844 | +11% | 3.3% | $1,105,936,973 |
| Focus Partners Wealth | 13% | 17,142,938 | +10% | 0.6% | $585,002,790 |
| Forum Financial Management, LP | 4.8% | 6,360,733 | +1.6% | 2.8% | $217,060,024 |
| Sequoia Financial Advisors, LLC | 4% | 5,261,652 | -0.41% | 0.9% | $179,553,876 |
| ENVESTNET ASSET MANAGEMENT INC | 3.6% | 4,738,498 | +7.6% | 0.04% | $161,701,240 |
| Focus Partners Advisor Solutions, LLC | 2.8% | 3,734,675 | +19% | 1.1% | $127,445,811 |
| Kestra Investment Management, LLC | 2.3% | 3,071,494 | -40% | 2% | $104,814,747 |
| Clearstead Advisors, LLC | 2.3% | 3,040,147 | -45% | 0.98% | $103,745,008 |
| BANK OF MONTREAL /CAN/ | 2.1% | 2,806,609 | +4.6% | 0.04% | $95,775,539 |
| Aprio Wealth Management, LLC | 1.7% | 2,262,600 | -5.6% | 3.8% | $77,211,222 |
| Apella Capital, LLC | 1.6% | 2,097,924 | +4.9% | 1% | $71,560,174 |
| Modera Wealth Management, LLC | 1.6% | 2,068,448 | +12% | 0.75% | $70,585,789 |
| HighTower Advisors, LLC | 1.5% | 1,971,505 | +0.18% | 0.06% | $67,277,604 |
| Planning Center, Inc. | 1.4% | 1,864,060 | +2% | 6% | $63,611,054 |
| Foster Group, Inc. | 1.3% | 1,750,355 | +2.9% | 1.6% | $59,730,850 |
| SATOVSKY ASSET MANAGEMENT LLC | 1.3% | 1,719,319 | +0.33% | 9.4% | $58,671,778 |
| TCI Wealth Advisors, Inc. | 1.2% | 1,647,857 | +23% | 2.4% | $56,233,128 |
| ASSETMARK, INC | 1.2% | 1,546,186 | +120980% | 0.09% | $52,763,607 |
| PARK AVENUE SECURITIES LLC | 1% | 1,374,007 | +7.8% | 0.29% | $46,888,000 |
| Corient Private Wealth LP | 1% | 1,323,056 | -1.9% | 0.06% | $45,149,274 |
| High Probability Advisors, LLC | 0.98% | 1,307,603 | +7% | 4.8% | $44,621,937 |
| FINANCIAL CONSULATE, INC | 0.98% | 1,301,772 | +5.3% | 4.9% | $44,422,958 |
| Petersen Hastings Wealth Advisors Inc. | 0.96% | 1,281,546 | +1.5% | 3.7% | $43,732,761 |
| JANE STREET GROUP, LLC | 0.76% | 1,015,572 | -27% | 0.02% | $34,656,394 |
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 | 79,170,367 | $2,667,295,961 | +$147,231,052 | $33.69 | 189 |
| 2026 Q2 | 172,111,251 | $5,872,926,479 | +$299,601,588 | $34.12 | 369 |
| 2026 Q1 | 163,638,292 | $5,289,129,549 | +$652,585,400 | $32.22 | 358 |
| 2025 Q4 | 147,688,957 | $4,678,486,858 | +$278,503,456 | $31.66 | 327 |
| 2025 Q3 | 136,245,681 | $4,142,799,536 | -$420,886,795 | $30.40 | 293 |
| 2025 Q2 | 150,049,645 | $4,424,448,523 | +$529,399,307 | $29.49 | 271 |
| 2025 Q1 | 138,624,459 | $3,733,127,078 | +$515,575,092 | $26.94 | 242 |
| 2024 Q4 | 126,476,046 | $3,190,980,524 | +$313,176,858 | $25.23 | 233 |
| 2024 Q3 | 111,780,770 | $3,089,888,177 | +$576,590,924 | $27.70 | 195 |
| 2024 Q2 | 92,880,116 | $2,441,591,982 | +$343,253,991 | $26.32 | 188 |
| 2024 Q1 | 79,831,484 | $2,150,239,660 | +$323,848,144 | $26.94 | 174 |
| 2023 Q4 | 67,958,916 | $1,743,547,044 | +$111,078,099 | $25.66 | 166 |
| 2023 Q3 | 61,296,710 | $1,423,221,153 | +$144,539,958 | $23.19 | 140 |
| 2023 Q2 | 55,280,455 | $1,353,789,309 | +$363,937,840 | $24.48 | 123 |
| 2023 Q1 | 40,288,531 | $975,243,666 | +$225,142,117 | $24.18 | 106 |
| 2022 Q4 | 30,714,181 | $677,769,657 | +$279,608,848 | $22.05 | 81 |
| 2022 Q3 | 17,179,199 | $331,838,284 | +$103,174,557 | $19.07 | 54 |
| 2022 Q2 | 11,776,760 | $250,186,297 | +$242,097,577 | $21.36 | 41 |
| 2022 Q1 | 560,018 | $510,189,000 | +$510,145,000 | $25.06 | 9 |