DFVE(DFVE)
DFVE
Institutional Ownership
Top 11 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 667.71K | Jun 30, 26 | +104.08K | 123.24% |
| GOLDMAN SACHS GROUP INC | 26.57K | Jun 30, 26 | -- | 4.90% |
| Mutual Advisors, LLC | 11.61K | Jun 30, 26 | +2.75K | 2.14% |
| Farther Finance Advisors, LLC | 1.50K | Jun 30, 26 | -- | 0.28% |
| UBS Group AG | 666 | Jun 30, 26 | +666 | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 86 | Jun 30, 26 | +86 | 0.02% |
| VANGUARD ADVISERS INC | 3 | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -870 | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -7.93K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -55.03K | -- |
| Integrated Wealth Concepts LLC | -- | Jun 30, 26 | -7.93K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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