DECW

Institutional Ownership

Top 103 Institutional Holders
HolderSharesDateChange% Held
AE Wealth Management LLC897.55KJun 30, 26+10.81K7.66%
COMMONWEALTH EQUITY SERVICES, LLC623.19KJun 30, 26-4.93K5.32%
ADVISOR GROUP HOLDINGS, INC.320.64KJun 30, 26+15.79K2.74%
LPL Financial LLC232.17KJun 30, 26-1.93K1.98%
ACCESS FINANCIAL SERVICES, INC.220.05KJun 30, 26-24.80K1.88%
ALLIANZ SE193.25KJun 30, 26+35.36K1.65%
POM Investment Strategies, LLC185.43KJun 30, 26+7.06K1.58%
AMERICAN ASSET MANAGEMENT INC.161.05KJun 30, 26-3.76K1.38%
RAYMOND JAMES FINANCIAL INC148.07KJun 30, 26+3471.26%
Kestra Advisory Services, LLC138.68KJun 30, 26-5.28K1.18%
FSR Wealth Management Ltd.129.92KJun 30, 26+1.79K1.11%
Outlook Wealth Advisors, LLC100.80KJun 30, 26+2500.86%
Cetera Investment Advisers98.34KJun 30, 26-10.95K0.84%
Spire Wealth Management72.28KJun 30, 26-1.85K0.62%
Networth Advisors, LLC55.13KJun 30, 26+1.90K0.47%
Integrated Wealth Management49.68KJun 30, 26+4.43K0.42%
Farther Finance Advisors, LLC47.77KJun 30, 26-9940.41%
Aegis Wealth Management, Inc.39.85KJun 30, 26+1.41K0.34%
FSA Advisors, Inc.38.45KJun 30, 26+2.99K0.33%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34.32KJun 30, 26-24.08K0.29%
HARBOUR INVESTMENTS, INC.34.00KJun 30, 26-9.26K0.29%
Focus Financial Network, Inc.33.84KJun 30, 26+20.29%
Pensionmark Financial Group, LLC33.06KJun 30, 26+7.68K0.28%
Lloyd Advisory Services, LLC.27.10KJun 30, 26+23.23K0.23%
Westshore Wealth, LLC25.22KJun 30, 26--0.22%
Cypress Wealth Services, LLC24.87KJun 30, 26-8.04K0.21%
TOUNJIAN ADVISORY PARTNERS, LLC21.69KJun 30, 26+21.69K0.19%
ENVESTNET ASSET MANAGEMENT INC20.31KJun 30, 26+5.51K0.17%
AssuredPartners Investment Advisors, LLC19.98KJun 30, 26-1340.17%
Cambridge Investment Research Advisors, Inc.19.96KJun 30, 26-2470.17%
PFG Advisors19.14KJun 30, 26-500.16%
Blackston Financial Advisory Group, LLC19.00KJun 30, 26-1.07K0.16%
OLD MISSION CAPITAL LLC17.71KJun 30, 26-15.45K0.15%
SMART Wealth LLC16.63KJun 30, 26-4.41K0.14%
CENTAURUS FINANCIAL, INC.14.72KJun 30, 26-3220.13%
AdvisorNet Financial, Inc13.98KJun 30, 26--0.12%
Blue Water Asset Management13.66KJun 30, 26--0.12%
Csenge Advisory Group13.26KJun 30, 26-3010.11%
Mosley Wealth Management13.20KJun 30, 26+12.64K0.11%
Innovative Asset Advisors Group, LLC12.31KJun 30, 26+12.31K0.11%
Elevation Wealth Management LLC12.18KJun 30, 26--0.10%
Merit Financial Group, LLC11.65KJun 30, 26-5300.10%
CITADEL ADVISORS LLC11.54KJun 30, 26+11.54K0.10%
Creative Planning11.38KJun 30, 26-3500.10%
Advus Financial Partners, LLC11.36KJun 30, 26--0.10%
Long Island Wealth Management, Inc.11.00KJun 30, 26--0.09%
Tyche Wealth Partners LLC11.00KJun 30, 26--0.09%
Patriot Financial Group Insurance Agency, LLC10.79KJun 30, 26-10.79K0.09%
Garden State Investment Advisory Services LLC10.75KJun 30, 26--0.09%
JPMORGAN CHASE & CO10.52KJun 30, 26+10.52K0.09%
MML INVESTORS SERVICES, LLC10.34KJun 30, 26--0.09%
INDEPENDENT FINANCIAL GROUP, LLC9.77KJun 30, 26--0.08%
HRT FINANCIAL LP9.73KJun 30, 26+9.73K0.08%
Grantvest Financial Group LLC9.37KJun 30, 26-2820.08%
Signal Advisors Wealth, LLC9.14KJun 30, 26-1.54K0.08%
Joseph P. Lucia & Associates, LLC8.07KJun 30, 26-750.07%
Concurrent Investment Advisors, LLC7.78KJun 30, 26+1.06K0.07%
BANK OF AMERICA CORP /DE/7.07KJun 30, 26--0.06%
Koshinski Asset Management, Inc.7.04KJun 30, 26--0.06%
TAGStone Capital, Inc.6.86KJun 30, 26--0.06%
Castle Rock Wealth Management, LLC6.73KJun 30, 26--0.06%
COMPASS FINANCIAL MANAGEMENT LLC6.25KJun 30, 26+6.25K0.05%
Advisory Alpha, LLC5.99KJun 30, 26--0.05%
Allegheny Financial Group LTD5.89KJun 30, 26+5.89K0.05%
Quest 10 Wealth Builders, Inc.4.62KJun 30, 26-520.04%
Kingdom Financial Group LLC.3.87KJun 30, 26--0.03%
Ankerstar Wealth, LLC3.61KJun 30, 26--0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV3.11KJun 30, 26+470.03%
IFP Advisors, Inc1.66KJun 30, 26--0.01%
Key Capital Management, INC1.42KJun 30, 26+3950.01%
ROYAL BANK OF CANADA1.14KJun 30, 26--0.01%
DHJJ Financial Advisors, Ltd.1.10KJun 30, 26--0.01%
ST GERMAIN D J CO INC1.08KJun 30, 26--0.01%
NBC SECURITIES, INC.800Jun 30, 26--0.01%
EverSource Wealth Advisors, LLC719Jun 30, 26-1090.01%
Decker Retirement Planning Inc.569Jun 30, 26--0.00%
Geneos Wealth Management Inc.536Jun 30, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.477Jun 30, 26+4770.00%
Coppell Advisory Solutions LLC337Jun 30, 26+3370.00%
IFG Advisory, LLC324Jun 30, 26+3240.00%
Elevated Capital Advisors, LLC272Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO229Jun 30, 26+2290.00%
ASSETMARK, INC130Jun 30, 26--0.00%
Integrated Wealth Concepts LLC124Jun 30, 26+1240.00%
Mid-American Wealth Advisory Group, Inc.--Jun 30, 26-7.13K--
Golden Reserve Retirement LLC--Jun 30, 26-18.35K--
OPPENHEIMER & CO INC--Jun 30, 26-55.56K--
GeoWealth Management, LLC--Jun 30, 26-2.13K--
Authentikos Wealth Advisory, LLC--Jun 30, 26-199.40K--
Advisory Services Network, LLC--Jun 30, 26-128--
UBS Group AG--Jun 30, 26-949--
LifeWealth Investments, LLC--Jun 30, 26-7.37K--
LeClair Wealth Partners LLC--Jun 30, 26-13.66K--
ALLIANZ INVESTMENT MANAGEMENT LLC110.81KDec 31, 25+110.81K0.95%
Allianz Investment Management U.S. LLC5.00KSep 30, 25--0.04%
Pineridge Advisors LLC154Sep 30, 25--0.00%
Atria Wealth Solutions, Inc.57.21KJun 30, 25+2230.49%
AVANTAX ADVISORY SERVICES, INC.14.16KJun 30, 25+950.12%
Capital A Wealth Management, LLC10Jun 30, 25-1.74K0.00%
Maxwell Wealth Strategies Inc.11.38KDec 31, 24--0.10%
Raymond James Financial Services Advisors, Inc.57.65KSep 30, 24+350.49%
Cetera Advisors LLC16.87KMar 31, 24+8.97K0.14%
Cetera Advisor Networks LLC14.50KMar 31, 24--0.12%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.