$13.68

+0.12 (+0.88%)

Weekly Expected Move ±1.1%

$13 $14 $14 $14 $14

ETF NYSE · AUM $270.5M

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

Institutional Ownership — DBL

Institutional Holders

+8 vs prior quarter

0.0%

Ownership

+0.00pp

157M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (89 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	SIT INVESTMENT ASSOCIATES INC	3,125,689	$43M	+21,281	+0.7%	15Q	SEC ↗
2	Avior Wealth Management, LLC	596,287	$8M	+22,321	+3.9%	2Q	SEC ↗
3	UBS Group AG	580,219	$8M	+11,003	+1.9%	47Q	SEC ↗
4	EVERGREEN CAPITAL MANAGEMENT LLC	560,669	$8M	+11,917	+2.2%	12Q	SEC ↗
5	MORGAN STANLEY	530,776	$7M	-31,759	-5.6%	58Q	SEC ↗
6	ROYAL BANK OF CANADA	439,900	$6M	+64,077	+17.0%	58Q	SEC ↗
7	Twelve Points Wealth Management LLC	405,759	$6M	+41,955	+11.5%	19Q	SEC ↗
8	AMERIPRISE FINANCIAL INC	350,374	$5M	+38,089	+12.2%	16Q	SEC ↗
9	Gridiron Partners, LLC	346,451	$5M	+191,741	+123.9%	11Q	SEC ↗
10	Stratos Wealth Advisors, LLC	326,385	$4M	+37,744	+13.1%	7Q	SEC ↗
11	Intellectus Partners, LLC	295,245	$4M	+13,396	+4.8%	30Q	SEC ↗
12	WELLS FARGO & COMPANY/MN	263,521	$4M	-11,269	-4.1%	58Q	SEC ↗
13	Catawba River Capital	259,396	$4M	-3,081	-1.2%	5Q	SEC ↗
14	LPL Financial LLC	234,708	$3M	+3,949	+1.7%	57Q	SEC ↗
15	Shaker Financial Services, LLC	210,544	$3M	+195,812	+1329.2%	2Q	SEC ↗
16	Journey Advisory Group, LLC	171,944	$2M	-1,430	-0.8%	6Q	SEC ↗
17	Invesco Ltd.	162,442	$2M	+4,132	+2.6%	54Q	SEC ↗
18	INDEPENDENT FINANCIAL GROUP, LLC	139,250	$2M	-3,650	-2.6%	11Q	SEC ↗
19	STIFEL FINANCIAL CORP	133,785	$2M	-41,513	-23.7%	18Q	SEC ↗
20	GUGGENHEIM CAPITAL LLC	133,104	$2M	-53,938	-28.8%	25Q	SEC ↗
21	RAYMOND JAMES FINANCIAL INC	125,315	$2M	-10,467	-7.7%	7Q	SEC ↗
22	Ignite Planners, LLC	112,190	$2M	-2,627	-2.3%	15Q	SEC ↗
23	Aviance Capital Partners, LLC	111,297	$2M	+16,225	+17.1%	28Q	SEC ↗
24	ENVESTNET ASSET MANAGEMENT INC	106,773	$1M	+75,190	+238.1%	5Q	SEC ↗
25	Berger Financial Group, Inc	103,409	$1M	-2,255	-2.1%	4Q	SEC ↗
26	ArchPoint Investors	100,964	$1M	—	+0.0%	38Q	SEC ↗
27	Thompson David Blair	97,976	$1M	-16,483	-14.4%	3Q	SEC ↗
28	BANK OF AMERICA CORP /DE	91,187	$1M	-54,664	-37.5%	15Q	SEC ↗
29	ABSOLUTE INVESTMENT ADVISERS, LLC	64,644	$884K	-128,538	-66.5%	2Q	SEC ↗
30	Strategic Wealth Partners, Ltd.	64,160	$878K	-24,156	-27.4%	5Q	SEC ↗
31	PARK AVENUE SECURITIES LLC NEW	60,607	$829K	—	+0.0%	1Q	SEC ↗
32	Rockefeller Capital Management L.P.	59,287	$811K	+13,629	+29.9%	11Q	SEC ↗
33	Janney Montgomery Scott LLC	38,495	$527K	-167,900	-81.3%	29Q	SEC ↗
34	Cambridge Investment Research Advisors	29,018	$397K	—	+0.0%	53Q	SEC ↗
35	Marex Group Ltd NEW	28,906	$395K	—	+0.0%	1Q	SEC ↗
36	Baird Financial Group, Inc.	25,750	$352K	+6,000	+30.4%	3Q	SEC ↗
37	Quarry LP	25,427	$348K	-50,559	-66.5%	2Q	SEC ↗
38	VERUS CAPITAL PARTNERS, LLC	25,204	$345K	+24	+0.1%	18Q	SEC ↗
39	WEDBUSH SECURITIES INC	24,540	$336K	-2,942	-10.7%	11Q	SEC ↗
40	United Advisor Group, LLC	24,141	$330K	—	+0.0%	10Q	SEC ↗
41	NewEdge Advisors, LLC	22,649	$310K	-1,600	-6.6%	19Q	SEC ↗
42	Pettinga Financial Advisors LLC NEW	20,592	$282K	—	+0.0%	1Q	SEC ↗
43	Ashton Thomas Private Wealth, LLC	20,441	$280K	—	+0.0%	11Q	SEC ↗
44	Apriem Advisors	20,110	$275K	-4,000	-16.6%	52Q	SEC ↗
45	HORIZON KINETICS ASSET MANAGEMENT LLC	19,047	$261K	-1,424	-7.0%	30Q	SEC ↗
46	Maridea Wealth Management LLC	18,740	$256K	+6,584	+54.2%	2Q	SEC ↗
47	Blueprint Investment Partners LLC	17,500	$239K	-4,300	-19.7%	2Q	SEC ↗
48	WORLD EQUITY GROUP, INC.	16,600	$227K	+5,500	+49.5%	7Q	SEC ↗
49	COMMONWEALTH EQUITY SERVICES, LLC	15,960	$218K	-647	-3.9%	7Q	SEC ↗
50	Arax Advisory Partners NEW	15,861	$217K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (12)

Holder	Shares	Value
PARK AVENUE SECURITIES LLC	60,607	$829K
Marex Group Ltd	28,906	$395K
Pettinga Financial Advisors LLC	20,592	$282K
Arax Advisory Partners	15,861	$217K
INTEGRATED CAPITAL MANAGEMENT, INC.	12,932	$177K
CITADEL ADVISORS LLC	12,703	$174K
NOMURA HOLDINGS INC	10,000	$137K
Clear Street Group Inc.	3,652	$50K
Integrated Wealth Concepts LLC	2,550	$35K
NORTHWESTERN MUTUAL WEALTH MANAGEME	1,203	$16K
Cape Investment Advisory, Inc.	503	$7K
JFS WEALTH ADVISORS, LLC	95	$1K

Sold Out (9)

Holder	Prev Shares	Prev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL	12,291	$168K
READYSTATE ASSET MANAGEMENT LP	10,907	$149K
Papamarkou Wellner Asset Management	10,500	$144K
Ascentis Independent Advisors	7,377	$101K
Golden State Wealth Management, LLC	2,212	$30K
MPWM ADVISORY SOLUTIONS, LLC	2,000	$27K
JONES FINANCIAL COMPANIES LLLP	673	$9K
FLAGSHIP HARBOR ADVISORS, LLC	112	$2K
Advisory Services Network, LLC	75	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Shaker Financial Services, LLC	+195,812	+1329.2%	210,544
Gridiron Partners, LLC	+191,741	+123.9%	346,451
ENVESTNET ASSET MANAGEMENT INC	+75,190	+238.1%	106,773
ROYAL BANK OF CANADA	+64,077	+17.0%	439,900
Twelve Points Wealth Management LLC	+41,955	+11.5%	405,759
AMERIPRISE FINANCIAL INC	+38,089	+12.2%	350,374
Stratos Wealth Advisors, LLC	+37,744	+13.1%	326,385
Avior Wealth Management, LLC	+22,321	+3.9%	596,287
SIT INVESTMENT ASSOCIATES INC	+21,281	+0.7%	3,125,689
Aviance Capital Partners, LLC	+16,225	+17.1%	111,297
Rockefeller Capital Management L.P.	+13,629	+29.9%	59,287
Intellectus Partners, LLC	+13,396	+4.8%	295,245
EVERGREEN CAPITAL MANAGEMENT LLC	+11,917	+2.2%	560,669
UBS Group AG	+11,003	+1.9%	580,219
Maridea Wealth Management LLC	+6,584	+54.2%	18,740
Baird Financial Group, Inc.	+6,000	+30.4%	25,750
WORLD EQUITY GROUP, INC.	+5,500	+49.5%	16,600
Invesco Ltd.	+4,132	+2.6%	162,442
LPL Financial LLC	+3,949	+1.7%	234,708
Focus Partners Wealth	+664	+6.1%	11,464

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Janney Montgomery Scott LLC	-167,900	-81.3%	38,495
ABSOLUTE INVESTMENT ADVISERS, LLC	-128,538	-66.5%	64,644
BANK OF AMERICA CORP /DE	-54,664	-37.5%	91,187
GUGGENHEIM CAPITAL LLC	-53,938	-28.8%	133,104
U.S. Capital Wealth Advisors, LLC	-51,774	-78.7%	14,000
Quarry LP	-50,559	-66.5%	25,427
STIFEL FINANCIAL CORP	-41,513	-23.7%	133,785
MORGAN STANLEY	-31,759	-5.6%	530,776
Strategic Wealth Partners, Ltd.	-24,156	-27.4%	64,160
Thompson David Blair	-16,483	-14.4%	97,976
Cetera Investment Advisers	-12,399	-47.8%	13,551
WELLS FARGO & COMPANY/MN	-11,269	-4.1%	263,521
RAYMOND JAMES FINANCIAL INC	-10,467	-7.7%	125,315
OSAIC HOLDINGS, INC.	-5,889	-45.5%	7,065
Blueprint Investment Partners LLC	-4,300	-19.7%	17,500
Apriem Advisors	-4,000	-16.6%	20,110
INDEPENDENT FINANCIAL GROUP, LLC	-3,650	-2.6%	139,250
Catawba River Capital	-3,081	-1.2%	259,396
MELFA WEALTH MANAGEMENT, INC.	-3,039	-19.5%	12,570
WEDBUSH SECURITIES INC	-2,942	-10.7%	24,540

DBL

Institutional Ownership — DBL

Ownership Trends

Top Institutional Holders (89 total)

Recent Activity

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