DFJ(DFJ)
DFJ
Institutional Ownership
Top 124 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Barry Investment Advisors, LLC | 69.84K | Sep 30, 26 | -12.27K | 1.81% |
| Schoolcraft Capital LLC | 54.02K | Sep 30, 26 | -917 | 1.40% |
| Essential Partners LLC | 3.96K | Sep 30, 26 | +75 | 0.10% |
| E&G Advisors, LP | 2.84K | Sep 30, 26 | -22 | 0.07% |
| Farther Finance Advisors, LLC | 85 | Sep 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 7 | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 4 | Sep 30, 26 | -- | 0.00% |
| BLUELINE ADVISORS LLC | -- | Sep 30, 26 | -73 | -- |
| FMR LLC | 392.36K | Jun 30, 26 | +5.78K | 10.19% |
| RAYMOND JAMES FINANCIAL INC | 218.54K | Jun 30, 26 | +6.38K | 5.68% |
| MORGAN STANLEY | 218.22K | Jun 30, 26 | -24.01K | 5.67% |
| WELLS FARGO & COMPANY/MN | 140.69K | Jun 30, 26 | +12.48K | 3.65% |
| Vontobel Holding Ltd. | 82.18K | Jun 30, 26 | +788 | 2.13% |
| Barry Investment Advisors, LLC | 82.11K | Jun 30, 26 | -2.85K | 2.13% |
| BANK OF AMERICA CORP /DE/ | 63.54K | Jun 30, 26 | +12.80K | 1.65% |
| LPL Financial LLC | 54.01K | Jun 30, 26 | +3.66K | 1.40% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 52.34K | Jun 30, 26 | -- | 1.36% |
| Apollon Wealth Management, LLC | 51.86K | Jun 30, 26 | +51.86K | 1.35% |
| EXCHANGE TRADED CONCEPTS, LLC | 47.19K | Jun 30, 26 | +1.80K | 1.23% |
| HighTower Advisors, LLC | 41.68K | Jun 30, 26 | -2.76K | 1.08% |
| UBS Group AG | 39.05K | Jun 30, 26 | +2.35K | 1.01% |
| Guardian Partners Inc. | 26.90K | Jun 30, 26 | +26.90K | 0.70% |
| Sankala Group LLC | 14.36K | Jun 30, 26 | -19.73K | 0.37% |
| INGALLS & SNYDER LLC | 14.30K | Jun 30, 26 | +11.57K | 0.37% |
| Avestar Capital, LLC | 14.26K | Jun 30, 26 | -1.54K | 0.37% |
| CSS LLC/IL | 13.84K | Jun 30, 26 | -- | 0.36% |
| Gotham Asset Management, LLC | 12.61K | Jun 30, 26 | -- | 0.33% |
| Maridea Wealth Management LLC | 10.82K | Jun 30, 26 | -518 | 0.28% |
| Coppell Advisory Solutions LLC | 10.40K | Jun 30, 26 | +10.40K | 0.27% |
| ROYAL BANK OF CANADA | 10.27K | Jun 30, 26 | +3.05K | 0.27% |
| Arkadios Wealth Advisors | 8.99K | Jun 30, 26 | +3 | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 7.95K | Jun 30, 26 | +969 | 0.21% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.42K | Jun 30, 26 | -135 | 0.19% |
| Beacon Pointe Advisors, LLC | 7.18K | Jun 30, 26 | -500 | 0.19% |
| Cetera Investment Advisers | 7.12K | Jun 30, 26 | -89 | 0.19% |
| ROBERTS GLORE & CO INC /IL/ | 5.12K | Jun 30, 26 | +2 | 0.13% |
| 3EDGE Asset Management, LP | 4.90K | Jun 30, 26 | -14 | 0.13% |
| Cornerstone Capital, Inc. | 4.16K | Jun 30, 26 | -200 | 0.11% |
| Essential Partners LLC | 3.89K | Jun 30, 26 | +935 | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 3.83K | Jun 30, 26 | +8 | 0.10% |
| Core Wealth Partners LLC | 3.50K | Jun 30, 26 | -- | 0.09% |
| MEITAV INVESTMENT HOUSE LTD | 3.17K | Jun 30, 26 | -- | 0.08% |
| MARSHALL WACE, LLP | 2.74K | Jun 30, 26 | +2.74K | 0.07% |
| BROWN ADVISORY INC | 2.46K | Jun 30, 26 | +29 | 0.06% |
| Walkner Condon Financial Advisors LLC | 2.31K | Jun 30, 26 | +43 | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.02K | Jun 30, 26 | -- | 0.05% |
| Rockefeller Capital Management L.P. | 1.92K | Jun 30, 26 | -131 | 0.05% |
| Owl Creek Wealth Partners LLC | 1.77K | Jun 30, 26 | +199 | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.31K | Jun 30, 26 | -843 | 0.03% |
| HM PAYSON & CO | 1.00K | Jun 30, 26 | -- | 0.03% |
| Smithfield Trust Co | 925 | Jun 30, 26 | -- | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 838 | Jun 30, 26 | +5 | 0.02% |
| Larson Financial Group LLC | 637 | Jun 30, 26 | +5 | 0.02% |
| Hanson & Doremus Investment Management | 620 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 550 | Jun 30, 26 | +550 | 0.01% |
| BESSEMER GROUP INC | 412 | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 380 | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 379 | Jun 30, 26 | +77 | 0.01% |
| BLAIR WILLIAM & CO/IL | 313 | Jun 30, 26 | -- | 0.01% |
| NBH Bank | 250 | Jun 30, 26 | +250 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 250 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 236 | Jun 30, 26 | -- | 0.01% |
| Dunhill Financial, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| SBI Securities Co., Ltd. | 180 | Jun 30, 26 | -19 | 0.00% |
| NBT BANK N A /NY | 153 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 124 | Jun 30, 26 | -25 | 0.00% |
| Allworth Financial LP | 122 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 120 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 110 | Jun 30, 26 | -64 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 107 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 87 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 69 | Jun 30, 26 | -3 | 0.00% |
| Bogart Wealth, LLC | 64 | Jun 30, 26 | +1 | 0.00% |
| Buck Wealth Strategies, LLC | 63 | Jun 30, 26 | +63 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 50 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| Your Advocates Ltd., LLP | 49 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 42 | Jun 30, 26 | +42 | 0.00% |
| Golden State Wealth Management, LLC | 22 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 12 | Jun 30, 26 | +12 | 0.00% |
| Luminist Capital LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -39.28K | -- |
| RITHOLTZ WEALTH MANAGEMENT | -- | Jun 30, 26 | -4.05K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -40 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -867 | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -14.70K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -5.00K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -2.73K | -- |
| Tradewinds Capital Management, LLC | -- | Jun 30, 26 | -20 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -125 | -- |
| Motley Fool Wealth Management, LLC | -- | Jun 30, 26 | -87.79K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -1 | -- |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -- | Jun 30, 26 | -7.10K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -5.39K | -- |
| Bank of Jackson Hole Trust | 250 | Mar 31, 26 | +250 | 0.01% |
| CWM, LLC | 171 | Mar 31, 26 | -49 | 0.00% |
| Lindbrook Capital, LLC | -- | Mar 31, 25 | -92 | -- |
| WINTRUST INVESTMENTS LLC | -- | Dec 31, 24 | -260 | -- |
| RAYMOND JAMES & ASSOCIATES | 188.20K | Sep 30, 24 | +2.86K | 4.89% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -19 | -- |
| FirstPurpose Wealth LLC | -- | Mar 31, 24 | -5.41K | -- |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 24.50K | Dec 31, 23 | +24.50K | 0.64% |
| DFPG INVESTMENTS, LLC | 5.79K | Dec 31, 23 | +5.79K | 0.15% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -179 | -- |
| OLD MISSION CAPITAL, LLC | 8.19K | Dec 31, 20 | +8.19K | 0.21% |
| Winslow, Evans & Crocker, Inc. | 388 | Dec 31, 20 | +388 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 19.90K | Dec 31, 19 | -9.23K | 0.52% |
| Advisor Group, Inc. | 505 | Dec 31, 19 | +7 | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 8.06K | Mar 31, 19 | -555 | 0.21% |
| Mariner Wealth Advisors-Cincinnati, LLC | 373.98K | Sep 30, 18 | -84.84K | 9.71% |
| Independence Trust CO | 2.85K | Dec 31, 17 | -- | 0.07% |
| BB&T INVESTMENT SERVICES, INC. | 459 | Dec 31, 17 | +41 | 0.01% |
| Independent Portfolio Consultants, Inc. | 1.77K | Jun 30, 17 | +1.77K | 0.05% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -3.50K | -- |
| MSI Financial Services Inc | 86 | Dec 31, 16 | +21 | 0.00% |
| Pinnacle Summer Investments, Inc. | 109 | Dec 31, 15 | +1 | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 759 | Mar 31, 15 | +600 | 0.02% |
| BOSTON PRIVATE BANK & TRUST CO | 130 | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -16.14K | -- |
| UBS AG | 19.61K | Sep 30, 14 | -35.23K | 0.51% |
| Jane Street Holding, LLC | 9.23K | Dec 31, 13 | -33.03K | 0.24% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -38.42K | -- |
| MERRIMAN, LLC | 27.12K | Sep 30, 11 | +27.12K | 0.70% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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