$32.79

+0.10 (+0.32%)

Weekly Expected Move ±1.4%

$32 $32 $33 $33 $34

ETF AMEX · AUM $1.7B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — DBMF

361

Institutional Holders

+36 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

171

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (387 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	21,263,572	697M	-760,641	-3.5%	17Q	SEC ↗
2	JPMORGAN CHASE & CO	12,158,383	399M	+4,587,492	+60.6%	15Q	SEC ↗
3	MORGAN STANLEY	9,877,154	324M	+825,934	+9.1%	15Q	SEC ↗
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	3,426,088	112M	+1,010,345	+41.8%	14Q	SEC ↗
5	TIAA Wealth Investment Management LLC	2,799,608	92M	-61,418	-2.1%	2Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	2,580,853	85M	+693,331	+36.7%	7Q	SEC ↗
7	BANK OF AMERICA CORP /DE	2,028,720	67M	+509,176	+33.5%	10Q	SEC ↗
8	Parcion Private Wealth LLC	1,511,668	50M	-19,146	-1.3%	4Q	SEC ↗
9	Tidal Investments LLC	1,390,852	46M	+7,073	+0.5%	6Q	SEC ↗
10	Cardinal Point Capital Management ULC	1,257,839	41M	+23,542	+1.9%	11Q	SEC ↗
11	Beacon Pointe Advisors, LLC	1,124,767	37M	+57,755	+5.4%	3Q	SEC ↗
12	Goldstein Advisors, LLC	1,078,914	35M	+16,466	+1.5%	15Q	SEC ↗
13	Edge Wealth Management LLC	1,064,312	35M	+1,818	+0.2%	2Q	SEC ↗
14	ROYAL BANK OF CANADA	1,050,572	34M	+128,234	+13.9%	12Q	SEC ↗
15	New York Life Investment Management LL	968,970	32M	+286,412	+42.0%	10Q	SEC ↗
16	Farther Finance Advisors, LLC	955,584	31M	+215,640	+29.1%	10Q	SEC ↗
17	Savant Capital, LLC	953,743	31M	-2,062	-0.2%	15Q	SEC ↗
18	Concurrent Investment Advisors, LLC	760,768	25M	+99,674	+15.1%	6Q	SEC ↗
19	ENVESTNET ASSET MANAGEMENT INC	754,052	25M	+11,429	+1.5%	20Q	SEC ↗
20	ROCKLAND TRUST CO	695,808	23M	+68,154	+10.9%	5Q	SEC ↗
21	Cetera Investment Advisers	690,416	23M	+404,213	+141.2%	15Q	SEC ↗
22	COMMONWEALTH EQUITY SERVICES, LLC	680,379	22M	+92,110	+15.7%	18Q	SEC ↗
23	SUMMIT WEALTH & RETIREMENT PLANNING, I	638,441	21M	+25,837	+4.2%	16Q	SEC ↗
24	Penserra Capital Management LLC	556,210	18M	-33,572	-5.7%	3Q	SEC ↗
25	Fortitude Family Office, LLC	552,973	18M	+56,336	+11.3%	7Q	SEC ↗
26	SAGE PRIVATE WEALTH GROUP, LLC	534,485	18M	+39,018	+7.9%	16Q	SEC ↗
27	IAG Wealth Partners, LLC	511,925	17M	-29,245	-5.4%	6Q	SEC ↗
28	Merit Financial Group, LLC	504,693	17M	+102,487	+25.5%	5Q	SEC ↗
29	Evelyn Partners Group Ltd NEW	501,057	16M	—	+0.0%	1Q	SEC ↗
30	Austin Wealth Management, LLC	478,909	16M	+14,947	+3.2%	12Q	SEC ↗
31	Prentice Wealth Management LLC	453,578	15M	+17,884	+4.1%	2Q	SEC ↗
32	ALM First Financial Advisors, LLC	452,775	15M	-59,635	-11.6%	15Q	SEC ↗
33	OneDigital Investment Advisors LLC	428,464	14M	-15,629	-3.5%	17Q	SEC ↗
34	HENGEHOLD CAPITAL MANAGEMENT LLC NEW	411,429	13M	—	+0.0%	1Q	SEC ↗
35	GTS SECURITIES LLC NEW	405,513	13M	—	+0.0%	1Q	SEC ↗
36	A&I FINANCIAL SERVICES, LLC	353,455	12M	-4,042	-1.1%	7Q	SEC ↗
37	Equitable Holdings, Inc.	346,631	11M	+72,123	+26.3%	14Q	SEC ↗
38	Professional Financial Advisors, LLC	335,666	11M	+18,746	+5.9%	12Q	SEC ↗
39	Rockefeller Capital Management L.P.	335,248	11M	-25,051	-7.0%	16Q	SEC ↗
40	Scarborough Advisors, LLC	313,922	10M	-29,703	-8.6%	7Q	SEC ↗
41	AXXCESS WEALTH MANAGEMENT, LLC	313,579	10M	+16,629	+5.6%	9Q	SEC ↗
42	Ethos Financial Group, LLC	311,885	10M	+162,604	+108.9%	15Q	SEC ↗
43	Leelyn Smith, LLC	310,003	10M	+13,798	+4.7%	18Q	SEC ↗
44	Cambria Investment Management, L.P.	307,913	10M	+6,446	+2.1%	5Q	SEC ↗
45	WELLS FARGO & COMPANY/MN	297,499	10M	-4,555	-1.5%	7Q	SEC ↗
46	Evelyn Partners Asset Management Ltd	297,096	10M	-5,084	-1.7%	6Q	SEC ↗
47	Private Advisor Group, LLC	268,036	9M	+14,766	+5.8%	20Q	SEC ↗
48	FMA Wealth Management, LLC	240,522	8M	-7,605	-3.1%	3Q	SEC ↗
49	CITIGROUP INC	238,206	8M	+225,256	+1739.4%	9Q	SEC ↗
50	Valmark Advisers, Inc.	234,002	8M	+15,872	+7.3%	20Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Evelyn Partners Group Ltd	501,057	16M
HENGEHOLD CAPITAL MANAGEMENT LLC	411,429	13M
GTS SECURITIES LLC	405,513	13M
GAINLINE FINANCIAL PARTNERS, LLC	195,951	6M
IFG Advisory, LLC	164,695	5M
SENTINEL TRUST CO LBA	162,287	5M
Kroeger Financial Partners	156,208	5M
SUSQUEHANNA INTERNATIONAL GROUP, LL	90,797	3M
Global Retirement Partners, LLC	71,114	2M
CIBC WORLD MARKET INC.	65,445	2M
PMV Capital Advisers, LLC	57,501	2M
Diversify Advisory Services, LLC	53,954	2M
DIVERSIFY WEALTH MANAGEMENT, LLC	53,954	2M
MBL Wealth, LLC	51,501	2M
CONGRESS ASSET MANAGEMENT CO	50,625	2M
Robertson Stephens Wealth Managemen	45,658	1M
PRIVATE TRUST CO NA	42,641	1M
J. M. Brown & Associates Inc.	38,922	1M
Latitude Advisors, LLC	34,580	1M
B. Riley Wealth Advisors, Inc.	27,181	891K

Sold Out (20)

Holder	Prev Shares	Prev Value
TIAA TRUST, NATIONAL ASSOCIATION	3,121,070	102M
POTOMAC FUND MANAGEMENT INC /ADV	945,021	31M
Beacon Harbor Wealth Advisors, Inc.	447,198	15M
ASHTON THOMAS SECURITIES, LLC	277,807	9M
Carrera Capital Advisors	195,638	6M
Mariner, LLC	88,944	3M
RENAISSANCE TECHNOLOGIES LLC	88,300	3M
Midwest Financial Group LLC	80,922	3M
Independent Advisor Alliance	66,339	2M
Quadrature Capital Ltd	46,907	2M
Galvin, Gaustad & Stein, LLC	42,777	1M
Bay Colony Advisory Group, Inc d/b/	37,166	1M
Thrivent Financial for Lutherans	26,867	881K
IFS Group,LLC	18,245	598K
Richmond Investment Services, LLC	17,903	587K
Stillwater Private Wealth, LLC	17,383	570K
Navis Wealth Advisors, LLC	16,244	533K
Leisure Capital Management	15,265	501K
PHILADELPHIA TRUST CO	15,100	495K
TORNO CAPITAL, LLC	15,000	492K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+4,587,492	+60.6%	12,158,383
NORTHWESTERN MUTUAL WEALTH MANAGEME	+1,010,345	+41.8%	3,426,088
MORGAN STANLEY	+825,934	+9.1%	9,877,154
RAYMOND JAMES FINANCIAL INC	+693,331	+36.7%	2,580,853
BANK OF AMERICA CORP /DE	+509,176	+33.5%	2,028,720
Cetera Investment Advisers	+404,213	+141.2%	690,416
New York Life Investment Management	+286,412	+42.0%	968,970
CITIGROUP INC	+225,256	+1739.4%	238,206
Farther Finance Advisors, LLC	+215,640	+29.1%	955,584
Innova Wealth Partners	+172,849	+514.8%	206,423
LS Investment Advisors, LLC	+169,140	+355.9%	216,670
Ethos Financial Group, LLC	+162,604	+108.9%	311,885
ROYAL BANK OF CANADA	+128,234	+13.9%	1,050,572
Trademark Financial Management, LLC	+110,779	+450.7%	135,356
Merit Financial Group, LLC	+102,487	+25.5%	504,693
Canal Capital Management, LLC	+100,383	+179.8%	156,209
Concurrent Investment Advisors, LLC	+99,674	+15.1%	760,768
COMMONWEALTH EQUITY SERVICES, LLC	+92,110	+15.7%	680,379
MANNING & NAPIER ADVISORS LLC	+76,122	+51.9%	222,799
Equitable Holdings, Inc.	+72,123	+26.3%	346,631

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
FLOW TRADERS U.S. LLC	-1,940,314	-99.1%	16,855
LPL Financial LLC	-760,641	-3.5%	21,263,572
Steward Partners Investment Advisor	-405,127	-95.4%	19,560
Kovack Advisors, Inc.	-111,722	-60.4%	73,318
TIAA Wealth Investment Management L	-61,418	-2.1%	2,799,608
ALM First Financial Advisors, LLC	-59,635	-11.6%	452,775
Worth Asset Management, LLC	-44,662	-47.3%	49,825
Orion Porfolio Solutions, LLC	-44,554	-75.2%	14,728
Penserra Capital Management LLC	-33,572	-5.7%	556,210
CAPITOLIS LIQUID GLOBAL MARKETS LLC	-31,900	-17.5%	149,900
Scarborough Advisors, LLC	-29,703	-8.6%	313,922
IAG Wealth Partners, LLC	-29,245	-5.4%	511,925
Rockefeller Capital Management L.P.	-25,051	-7.0%	335,248
Wealth High Governance Asset Manage	-20,904	-20.7%	80,250
RHS Financial, LLC	-19,282	-61.3%	12,172
Parcion Private Wealth LLC	-19,146	-1.3%	1,511,668
Stonebridge Financial Group, LLC	-16,815	-21.8%	60,232
Guardian Capital, LLC	-16,586	-35.0%	30,828
OneDigital Investment Advisors LLC	-15,629	-3.5%	428,464
Atria Investments, Inc	-15,215	-12.6%	105,888

DBMF Institutional Ownership

Institutional Ownership — DBMF

Ownership Trends

Top Institutional Holders (387 total)

Recent Activity

Sign in to InsiderStreet