$49.60

-0.03 (-0.06%)

Weekly Expected Move ±0.8%

$49 $49 $50 $50 $50

ETF AMEX · AUM $697.4M

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

Institutional Ownership — DFSB

128

Institutional Holders

+5 vs prior quarter

0.0%

Ownership

+0.00pp

557M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (134 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Abacus Wealth Partners, LLC	2,882,992	$143M	+272,811	+10.5%	15Q	SEC ↗
2	MASECO LLP	1,922,639	$95M	+65,938	+3.6%	5Q	SEC ↗
3	MERCER GLOBAL ADVISORS INC /ADV	1,006,647	$50M	+164,970	+19.6%	6Q	SEC ↗
4	Quantum Financial Advisors, LLC	540,560	$27M	+14,198	+2.7%	14Q	SEC ↗
5	Simplicity Wealth,LLC	290,108	$14M	+38,134	+15.1%	3Q	SEC ↗
6	SEI INVESTMENTS CO	285,526	$14M	+24,390	+9.3%	10Q	SEC ↗
7	SEEDS INVESTOR LLC	258,358	$13M	+1,415	+0.6%	7Q	SEC ↗
8	Composition Wealth, LLC	241,479	$12M	-3,587	-1.5%	4Q	SEC ↗
9	Parkshore Wealth Management, Inc.	235,814	$12M	+19,384	+9.0%	7Q	SEC ↗
10	Planning Center, Inc.	193,316	$10M	+4,357	+2.3%	6Q	SEC ↗
11	Momentous Wealth Management, Inc.	189,457	$9M	+5,312	+2.9%	7Q	SEC ↗
12	Apella Capital, LLC	181,331	$9M	+22,285	+14.0%	12Q	SEC ↗
13	Citrine Capital LLC	164,174	$8M	-1,036	-0.6%	7Q	SEC ↗
14	Corient Private Wealth LP	135,845	$7M	+10,298	+8.2%	11Q	SEC ↗
15	Shira Ridge Wealth Management NEW	126,923	$6M	—	+0.0%	1Q	SEC ↗
16	Allodium Investment Consultants, LLC	110,544	$5M	+5,826	+5.6%	7Q	SEC ↗
17	WEALTH ENHANCEMENT ADVISORY SERVICES,	101,695	$5M	+7,029	+7.4%	9Q	SEC ↗
18	Focus Partners Advisor Solutions, LLC	94,318	$5M	+13,226	+16.3%	13Q	SEC ↗
19	OneDigital Investment Advisors LLC	92,956	$5M	+15,596	+20.2%	9Q	SEC ↗
20	Beacon Pointe Advisors, LLC	92,724	$5M	+3,826	+4.3%	4Q	SEC ↗
21	CITADEL ADVISORS LLC NEW	90,070	$4M	—	+0.0%	1Q	SEC ↗
22	Clarity Wealth Development LLC NEW	72,072	$4M	—	+0.0%	1Q	SEC ↗
23	RAM Investment Partners, LLC	62,167	$3M	-630	-1.0%	11Q	SEC ↗
24	Betterment LLC	58,449	$3M	+80	+0.1%	9Q	SEC ↗
25	LPL Financial LLC	49,833	$2M	+1,341	+2.8%	11Q	SEC ↗
26	SUMMIT WEALTH GROUP LLC / CO	49,039	$2M	-459	-0.9%	3Q	SEC ↗
27	BEACON HILL WEALTH MANAGEMENT LTD. NEW	44,461	$2M	—	+0.0%	1Q	SEC ↗
28	Farther Finance Advisors, LLC	44,191	$2M	-2,513	-5.4%	8Q	SEC ↗
29	AA Financial Advisors, LLC	42,282	$2M	-507	-1.2%	2Q	SEC ↗
30	Sequoia Financial Advisors, LLC	36,340	$2M	+10,129	+38.6%	6Q	SEC ↗
31	von Borstel & Associates, Inc.	34,250	$2M	+17,049	+99.1%	8Q	SEC ↗
32	Creative Capital Management Investment	34,240	$2M	+7,611	+28.6%	14Q	SEC ↗
33	Wheels Up Wealth, Inc.	31,600	$2M	+3,893	+14.1%	3Q	SEC ↗
34	OSAIC HOLDINGS, INC.	31,001	$2M	+11,116	+55.9%	6Q	SEC ↗
35	Vermillion Wealth Management, Inc.	29,868	$1M	+308	+1.0%	7Q	SEC ↗
36	Babb Wealth Advisors LLC	28,869	$1M	+3,554	+14.0%	7Q	SEC ↗
37	JANE STREET GROUP, LLC	27,687	$1M	+15,600	+129.1%	4Q	SEC ↗
38	Tanager Wealth Management LLP	27,362	$1M	+1,436	+5.5%	10Q	SEC ↗
39	Samalin Investment Counsel, LLC	27,209	$1M	+115	+0.4%	11Q	SEC ↗
40	FIDUCIARY FINANCIAL ADVISORS	25,742	$1M	+20,142	+359.7%	2Q	SEC ↗
41	Vise Technologies, Inc.	25,149	$1M	+12,620	+100.7%	3Q	SEC ↗
42	RW Investment Management LLC	22,272	$1M	+64	+0.3%	2Q	SEC ↗
43	Root Financial Partners, LLC	21,465	$1M	+3,378	+18.7%	5Q	SEC ↗
44	Wealth Advisors Northwest LLC	21,157	$1M	+3,619	+20.6%	7Q	SEC ↗
45	CURIO WEALTH, LLC	21,108	$1M	+294	+1.4%	7Q	SEC ↗
46	COMMONWEALTH EQUITY SERVICES, LLC	20,479	$1M	+123	+0.6%	14Q	SEC ↗
47	HighTower Advisors, LLC	19,418	$963K	+17	+0.1%	14Q	SEC ↗
48	Cambridge Investment Research Advisors	18,664	$926K	-180	-1.0%	9Q	SEC ↗
49	Broadhurst Jeffrey B	17,750	$880K	-27,119	-60.4%	3Q	SEC ↗
50	Strathmore Capital Advisors, Inc.	17,625	$874K	+157	+0.9%	5Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
Shira Ridge Wealth Management	126,923	$6M
CITADEL ADVISORS LLC	90,070	$4M
Clarity Wealth Development LLC	72,072	$4M
BEACON HILL WEALTH MANAGEMENT LTD.	44,461	$2M
Freedom Day Solutions, LLC	11,799	$585K
Tillman Hartley LLC	9,112	$452K
Equita Financial Network, Inc.	8,858	$439K
E-Wealth Partners, LLC	5,494	$273K
LifeSteps Financial, Inc.	2,747	$136K
ASSETMARK, INC	598	$30K
HAZLETT, BURT & WATSON, INC.	101	$5K

Sold Out (9)

Holder	Prev Shares	Prev Value
ProCore Advisors, LLC	169,411	$8M
Archer Investment Management, LLC	71,624	$4M
Virtu Financial LLC	13,717	$680K
Aerodigm Wealth, LLC	13,214	$655K
Avise Financial Cooperative, Inc.	7,458	$370K
US BANCORP \DE	1,755	$87K
Burk Holdings LLC	296	$15K
Steward Partners Investment Advisor	200	$10K
Advisory Services Network, LLC	93	$5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Abacus Wealth Partners, LLC	+272,811	+10.5%	2,882,992
MERCER GLOBAL ADVISORS INC /ADV	+164,970	+19.6%	1,006,647
MASECO LLP	+65,938	+3.6%	1,922,639
Simplicity Wealth,LLC	+38,134	+15.1%	290,108
SEI INVESTMENTS CO	+24,390	+9.3%	285,526
Apella Capital, LLC	+22,285	+14.0%	181,331
FIDUCIARY FINANCIAL ADVISORS	+20,142	+359.7%	25,742
Parkshore Wealth Management, Inc.	+19,384	+9.0%	235,814
von Borstel & Associates, Inc.	+17,049	+99.1%	34,250
JANE STREET GROUP, LLC	+15,600	+129.1%	27,687
OneDigital Investment Advisors LLC	+15,596	+20.2%	92,956
Quantum Financial Advisors, LLC	+14,198	+2.7%	540,560
Focus Partners Advisor Solutions, L	+13,226	+16.3%	94,318
Vise Technologies, Inc.	+12,620	+100.7%	25,149
OSAIC HOLDINGS, INC.	+11,116	+55.9%	31,001
Corient Private Wealth LP	+10,298	+8.2%	135,845
Sequoia Financial Advisors, LLC	+10,129	+38.6%	36,340
Verisail Partners, LLC	+8,558	+175.8%	13,427
Creative Capital Management Investm	+7,611	+28.6%	34,240
WEALTH ENHANCEMENT ADVISORY SERVICE	+7,029	+7.4%	101,695

Biggest Decreases (19)

Holder	Reduced	Change %	Total Shares
Broadhurst Jeffrey B	-27,119	-60.4%	17,750
NewEdge Advisors, LLC	-5,003	-56.3%	3,884
Composition Wealth, LLC	-3,587	-1.5%	241,479
Mason & Associates Inc	-2,771	-17.4%	13,119
Farther Finance Advisors, LLC	-2,513	-5.4%	44,191
M. Kulyk & Associates, LLC	-2,128	-22.9%	7,153
Fortis Capital Management LLC	-1,099	-14.5%	6,487
Citrine Capital LLC	-1,036	-0.6%	164,174
RAM Investment Partners, LLC	-630	-1.0%	62,167
AA Financial Advisors, LLC	-507	-1.2%	42,282
SUMMIT WEALTH GROUP LLC / CO	-459	-0.9%	49,039
Legacy Financial Advisors, Inc.	-445	-7.8%	5,270
Skyline Advisors, Inc.	-414	-2.5%	16,437
PINNEY & SCOFIELD, INC.	-324	-22.1%	1,140
CAHILL FINANCIAL ADVISORS INC	-285	-2.6%	10,544
Krilogy Financial LLC	-195	-1.4%	13,439
Cambridge Investment Research Advis	-180	-1.0%	18,664
Shore Point Advisors, LLC	-120	-1.5%	7,748
Brookstone Capital Management	-120	-2.8%	4,195

DFSB Institutional Ownership

Institutional Ownership — DFSB

Ownership Trends

Top Institutional Holders (134 total)

Recent Activity

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