DXIV(DXIV)
DXIV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 334.90K | Jun 30, 26 | +11.25K | 13.80% |
| BCR Wealth Strategies, LLC | 317.95K | Jun 30, 26 | +53.53K | 13.10% |
| FMB WEALTH MANAGEMENT | 201.82K | Jun 30, 26 | -1.18K | 8.32% |
| Pure Financial Advisors, LLC | 156.52K | Jun 30, 26 | +4.82K | 6.45% |
| Versant Capital Management, Inc | 110.13K | Jun 30, 26 | +61.13K | 4.54% |
| Cerity Partners LLC | 104.49K | Jun 30, 26 | +104.49K | 4.31% |
| Cordant, Inc. | 104.45K | Jun 30, 26 | +22.82K | 4.30% |
| ASSETMARK, INC | 69.02K | Jun 30, 26 | +1.93K | 2.84% |
| ENVESTNET ASSET MANAGEMENT INC | 30.53K | Jun 30, 26 | +30.53K | 1.26% |
| CITIGROUP INC | 16.39K | Jun 30, 26 | +16.39K | 0.68% |
| MML INVESTORS SERVICES, LLC | 15.92K | Jun 30, 26 | -15.30K | 0.66% |
| BIP Wealth, LLC | 15.61K | Jun 30, 26 | +2.86K | 0.64% |
| PARK AVENUE SECURITIES LLC | 13.39K | Jun 30, 26 | +13.39K | 0.55% |
| Discipline Wealth Solutions, LLC | 12.89K | Jun 30, 26 | +5.38K | 0.53% |
| TRUIST FINANCIAL CORP | 10.10K | Jun 30, 26 | +10.10K | 0.42% |
| ROYAL BANK OF CANADA | 9.86K | Jun 30, 26 | -933 | 0.41% |
| Resources Investment Advisors, LLC. | 8.31K | Jun 30, 26 | +2.86K | 0.34% |
| VESTIA PERSONAL WEALTH ADVISORS | 7.73K | Jun 30, 26 | +815 | 0.32% |
| Applied Capital LLC | 7.70K | Jun 30, 26 | +928 | 0.32% |
| STUDIO INVESTMENT MANAGEMENT LLC | 6.64K | Jun 30, 26 | +873 | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.51K | Jun 30, 26 | +6.51K | 0.27% |
| Prosperitas Financial LLC | 6.03K | Jun 30, 26 | -177 | 0.25% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.89K | Jun 30, 26 | +1.22K | 0.24% |
| FIDUCIARY FINANCIAL GROUP, LLC | 4.62K | Jun 30, 26 | +907 | 0.19% |
| SAX WEALTH ADVISORS, LLC | 4.31K | Jun 30, 26 | +4.31K | 0.18% |
| Farther Finance Advisors, LLC | 4.08K | Jun 30, 26 | +2.41K | 0.17% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.51K | Jun 30, 26 | +3.51K | 0.14% |
| HighTower Advisors, LLC | 3.20K | Jun 30, 26 | -- | 0.13% |
| Integrated Wealth Concepts LLC | 2.25K | Jun 30, 26 | +2.25K | 0.09% |
| Aptus Capital Advisors, LLC | 2.20K | Jun 30, 26 | +2.20K | 0.09% |
| CARDIFF PARK ADVISORS, LLC | 1.78K | Jun 30, 26 | +21 | 0.07% |
| Glass Jacobson Investment Advisors llc | 921 | Jun 30, 26 | -- | 0.04% |
| UBS Group AG | 575 | Jun 30, 26 | +257 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 410 | Jun 30, 26 | +410 | 0.02% |
| FIFTH THIRD BANCORP | 191 | Jun 30, 26 | +191 | 0.01% |
| CoreCap Advisors, LLC | 185 | Jun 30, 26 | +185 | 0.01% |
| Global Retirement Partners, LLC | 172 | Jun 30, 26 | +172 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 150 | Jun 30, 26 | +150 | 0.01% |
| Concord Wealth Partners | 87 | Jun 30, 26 | +87 | 0.00% |
| TRUST CO OF VERMONT | 28 | Jun 30, 26 | +28 | 0.00% |
| Horizon Investments, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 19 | Jun 30, 26 | +19 | 0.00% |
| Capital Investment Advisory Services, LLC | 5 | Jun 30, 26 | -1 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -73.60K | -- |
| Financial Symmetry Inc | -- | Jun 30, 26 | -3.26K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -56.78K | -- |
| Beacon Pointe Advisors, LLC | 323.65K | Mar 31, 26 | +13.10K | 13.34% |
| Evanson Asset Management, LLC | 25.42K | Mar 31, 26 | +1.14K | 1.05% |
| Prosperitas Financial LLC | 6.21K | Mar 31, 26 | +443 | 0.26% |
| McIlrath & Eck, LLC | 3.85K | Mar 31, 26 | -- | 0.16% |
| CWM, LLC | -- | Mar 31, 26 | -11 | -- |
| VanderPol Investments L.L.C. | 6.87K | Dec 31, 25 | +1.36K | 0.28% |
| Hemington Wealth Management | 316.36K | Sep 30, 25 | +22.64K | 13.03% |