DFVE

Institutional Ownership

Top 11 Institutional Holders
HolderSharesDateChange% Held
Foundations Investment Advisors, LLC667.71KJun 30, 26+104.08K123.24%
GOLDMAN SACHS GROUP INC26.57KJun 30, 26--4.90%
Mutual Advisors, LLC11.61KJun 30, 26+2.75K2.14%
Farther Finance Advisors, LLC1.50KJun 30, 26--0.28%
UBS Group AG666Jun 30, 26+6660.12%
JONES FINANCIAL COMPANIES LLLP86Jun 30, 26+860.02%
VANGUARD ADVISERS INC3Jun 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

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