$26.91

+0.09 (+0.34%)

Weekly Expected Move ±1.2%

$26 $27 $27 $27 $28

ETF AMEX · AUM $3.4B

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

Institutional Ownership — DFGR

353

Institutional Holders

+16 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

203

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (370 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Forum Financial Management, LP	17,999,719	$484M	+477,857	+2.7%	15Q	SEC ↗
2	Savant Capital, LLC	15,348,111	$413M	+2,599,098	+20.4%	14Q	SEC ↗
3	JMG Financial Group, Ltd.	6,710,457	$181M	+366,346	+5.8%	14Q	SEC ↗
4	Focus Partners Wealth	3,958,658	$107M	-115,982	-2.8%	8Q	SEC ↗
5	BRIGHTON JONES LLC	3,030,424	$82M	+232,208	+8.3%	15Q	SEC ↗
6	TCI Wealth Advisors, Inc.	2,805,784	$76M	+21,100	+0.8%	15Q	SEC ↗
7	Wealthspire Advisors, LLC	2,777,041	$75M	+21,785	+0.8%	8Q	SEC ↗
8	LifeGuide Financial Advisors, LLC	2,593,868	$70M	+84,248	+3.4%	6Q	SEC ↗
9	Focus Partners Advisor Solutions, LLC	2,168,246	$58M	+391,145	+22.0%	13Q	SEC ↗
10	DiNuzzo Private Wealth, Inc.	1,844,046	$50M	+4,529	+0.2%	11Q	SEC ↗
11	MASECO LLP	1,609,286	$43M	+53,177	+3.4%	5Q	SEC ↗
12	LPL Financial LLC	1,299,964	$35M	+81,583	+6.7%	12Q	SEC ↗
13	Rather & Kittrell, Inc.	1,193,486	$32M	+83,586	+7.5%	11Q	SEC ↗
14	Rockwood Wealth Management, LLC	1,152,153	$31M	+145,642	+14.5%	7Q	SEC ↗
15	Summit Financial Strategies, Inc.	1,116,692	$30M	+54,592	+5.1%	11Q	SEC ↗
16	Creative Capital Management Investment	1,047,552	$28M	+148,926	+16.6%	14Q	SEC ↗
17	Financial Plan, Inc.	1,006,202	$27M	+78,663	+8.5%	3Q	SEC ↗
18	Great Waters Wealth Management	951,736	$26M	+63,369	+7.1%	12Q	SEC ↗
19	WPWealth LLP	927,899	$25M	-35,376	-3.7%	14Q	SEC ↗
20	Guardian Wealth Management, LLC	912,517	$25M	+7,196	+0.8%	3Q	SEC ↗
21	Wescott Financial Advisory Group, LLC	898,892	$24M	-9,270	-1.0%	14Q	SEC ↗
22	Verisail Partners, LLC	870,403	$23M	+8,099	+0.9%	7Q	SEC ↗
23	OneDigital Investment Advisors LLC	827,005	$22M	+6,855	+0.8%	11Q	SEC ↗
24	Index Fund Advisors, Inc.	819,333	$22M	-62,347	-7.1%	15Q	SEC ↗
25	CWM, LLC	705,922	$19M	+125,154	+21.5%	8Q	SEC ↗
26	RS CRUM INC.	674,314	$18M	+8,988	+1.4%	15Q	SEC ↗
27	Beacon Pointe Advisors, LLC	665,263	$18M	-148,710	-18.3%	14Q	SEC ↗
28	Wealth Management Nebraska	659,883	$18M	+39,370	+6.3%	7Q	SEC ↗
29	Quantum Financial Advisors, LLC	653,829	$18M	+7,800	+1.2%	14Q	SEC ↗
30	Integris Wealth Management, LLC	646,737	$17M	+36,470	+6.0%	12Q	SEC ↗
31	ENVESTNET ASSET MANAGEMENT INC	631,263	$17M	+294,566	+87.5%	15Q	SEC ↗
32	Private Wealth Management Group, LLC	618,649	$17M	+10,483	+1.7%	11Q	SEC ↗
33	Level Financial Advisors	618,117	$17M	+35,833	+6.2%	14Q	SEC ↗
34	Evanson Financial, LLC NEW	574,362	$15M	—	+0.0%	1Q	SEC ↗
35	Evanson Asset Management, LLC	562,453	$15M	+111,599	+24.8%	13Q	SEC ↗
36	Aspen Capital Management, LLC	553,939	$15M	+7,303	+1.3%	6Q	SEC ↗
37	Planning Center, Inc.	551,990	$15M	+4,883	+0.9%	13Q	SEC ↗
38	AWM CAPITAL, LLC	519,832	$14M	+186,795	+56.1%	8Q	SEC ↗
39	Syverson Strege & Co	478,322	$13M	+2,236	+0.5%	11Q	SEC ↗
40	HARBOUR INVESTMENTS, INC.	470,460	$13M	+35,618	+8.2%	4Q	SEC ↗
41	Geometric Wealth Advisors	465,667	$13M	+20,944	+4.7%	14Q	SEC ↗
42	COMMONWEALTH EQUITY SERVICES, LLC	457,141	$12M	+18,098	+4.1%	15Q	SEC ↗
43	WEALTH ENHANCEMENT ADVISORY SERVICES,	455,872	$12M	+220,228	+93.5%	12Q	SEC ↗
44	McLean Asset Management Corp	430,559	$12M	+163,219	+61.1%	4Q	SEC ↗
45	Allworth Financial LP	428,449	$12M	+89,709	+26.5%	11Q	SEC ↗
46	FLOW TRADERS U.S. LLC NEW	405,981	$11M	—	+0.0%	1Q	SEC ↗
47	American Investment Services, Inc.	386,559	$10M	+27,946	+7.8%	13Q	SEC ↗
48	SJS Investment Consulting Inc.	378,778	$10M	+49,229	+14.9%	13Q	SEC ↗
49	Sprinkle Financial Consultants LLC	378,545	$10M	+3,181	+0.8%	11Q	SEC ↗
50	XY Planning Network, Inc.	374,316	$10M	+28,115	+8.1%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Evanson Financial, LLC	574,362	$15M
FLOW TRADERS U.S. LLC	405,981	$11M
Platform Wealth Management, LLC	201,799	$5M
OLD MISSION CAPITAL LLC	138,375	$4M
Veratis Advisors, Inc.	91,771	$2M
HB Wealth Management, LLC	64,945	$2M
BEACON HILL WEALTH MANAGEMENT LTD.	53,094	$1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	47,402	$1M
Timonier Family Office, LTD.	40,334	$1M
Diversify Advisory Services, LLC	32,183	$866K
Mission Hills Financial Advisory, L	17,853	$480K
KESTRA PRIVATE WEALTH SERVICES, LLC	15,590	$420K
Wolfstich Capital, LLC	13,388	$360K
GTS SECURITIES LLC	12,786	$344K
Global Financial Private Client, LL	11,699	$315K
BIP Wealth, LLC	10,777	$290K
Ponta Wealth Partners, LLC	10,684	$288K
Apollon Wealth Management, LLC	10,531	$283K
Stratos Wealth Partners, LTD.	9,744	$262K
Arkadios Wealth Advisors	7,487	$201K

Sold Out (20)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	325,095	$9M
McMill Wealth Management	219,516	$6M
Mattern Wealth Management LLC	114,599	$3M
Trust Co of the South	47,633	$1M
Proficio Capital Partners LLC	38,320	$1M
Blue Trust, Inc.	34,362	$925K
LJI Wealth Management, LLC	29,214	$786K
Virtu Financial LLC	27,213	$732K
SOL Capital Management CO	25,985	$699K
Thrivent Financial for Lutherans	13,511	$364K
Broadhurst Jeffrey B	12,335	$332K
BROWN ADVISORY INC	10,439	$281K
Advisory Services Network, LLC	3,819	$103K
MAI Capital Management	2,616	$70K
Western Wealth Management, LLC	2,000	$54K
HHM Wealth Advisors, LLC	935	$25K
Operose Advisors LLC	587	$16K
Atomic Invest LLC	572	$15K
JONES FINANCIAL COMPANIES LLLP	378	$10K
Ascentis Independent Advisors	280	$8K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Savant Capital, LLC	+2,599,098	+20.4%	15,348,111
Forum Financial Management, LP	+477,857	+2.7%	17,999,719
Focus Partners Advisor Solutions, L	+391,145	+22.0%	2,168,246
JMG Financial Group, Ltd.	+366,346	+5.8%	6,710,457
ENVESTNET ASSET MANAGEMENT INC	+294,566	+87.5%	631,263
First Command Advisory Services, In	+253,882	+379.5%	320,787
BRIGHTON JONES LLC	+232,208	+8.3%	3,030,424
WEALTH ENHANCEMENT ADVISORY SERVICE	+220,228	+93.5%	455,872
AWM CAPITAL, LLC	+186,795	+56.1%	519,832
McLean Asset Management Corp	+163,219	+61.1%	430,559
Creative Capital Management Investm	+148,926	+16.6%	1,047,552
Rockwood Wealth Management, LLC	+145,642	+14.5%	1,152,153
CWM, LLC	+125,154	+21.5%	705,922
Evanson Asset Management, LLC	+111,599	+24.8%	562,453
Allworth Financial LP	+89,709	+26.5%	428,449
LifeGuide Financial Advisors, LLC	+84,248	+3.4%	2,593,868
Rather & Kittrell, Inc.	+83,586	+7.5%	1,193,486
LPL Financial LLC	+81,583	+6.7%	1,299,964
GREAT LAKES ADVISORS, LLC	+80,414	+29.3%	355,274
Financial Plan, Inc.	+78,663	+8.5%	1,006,202

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-530,555	-88.2%	71,113
Corient Private Wealth LP	-384,134	-65.8%	199,437
Beacon Pointe Advisors, LLC	-148,710	-18.3%	665,263
Focus Partners Wealth	-115,982	-2.8%	3,958,658
Financial Engines Advisors L.L.C.	-93,777	-54.5%	78,409
Index Fund Advisors, Inc.	-62,347	-7.1%	819,333
Vestmark Advisory Solutions, Inc.	-44,721	-10.9%	366,862
EverSource Wealth Advisors, LLC	-41,404	-25.4%	121,683
Tactive Advisors, LLC	-40,918	-69.3%	18,097
WPWealth LLP	-35,376	-3.7%	927,899
LAM GROUP, INC.	-16,870	-9.0%	171,240
Parkshore Wealth Management, Inc.	-15,957	-7.6%	195,023
Arax Advisory Partners	-14,479	-5.6%	242,418
D. E. Shaw & Co., Inc.	-13,943	-29.3%	33,609
Three Arch Wealth Management LLC	-11,843	-20.0%	47,516
Elser Financial Planning, Inc	-11,102	-3.0%	353,220
EP Wealth Advisors, LLC	-10,847	-6.4%	158,716
MML INVESTORS SERVICES, LLC	-10,067	-9.6%	94,372
Wescott Financial Advisory Group, L	-9,270	-1.0%	898,892
Root Financial Partners, LLC	-9,003	-22.2%	31,523

DFGR Institutional Ownership

Institutional Ownership — DFGR

Ownership Trends

Top Institutional Holders (370 total)

Recent Activity

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