Ticker: DFVX CUSIP: 25434V641 Class: US LARGE CAP VEC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EWA, LLC | 14,828 | $1,102 |
| OPTIMA CAPITAL LLC | 1,345 | $100 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 418 | $31 |
| OSAIC HOLDINGS, INC. | 500 | $37 |
| Allworth Financial LP | 136 | $10 |
| UBS Group AG | 99 | $7 |
| CWM, LLC | 1,077 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elite Life Management LLC | 76,237 | 78,937 | +2,700 (+3.5%) |
| CURIO WEALTH, LLC | 82,370 | 105,291 | +22,921 (+27.8%) |
| HBK Sorce Advisory LLC | 4,165,076 | 4,304,199 | +139,123 (+3.3%) |
| First Financial Group Corp | 13,360 | 14,690 | +1,330 (+10.0%) |
| Chicago Partners Investment Group LLC | 88,678 | 91,421 | +2,743 (+3.1%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 191,317 | 214,005 | +22,688 (+11.9%) |
| LPL Financial LLC | 6,762 | 8,058 | +1,296 (+19.2%) |
| BNP PARIBAS ARBITRAGE, SA | 727 | 1,533 | +806 (+110.9%) |
| PNC Financial Services Group, Inc. | 321 | 446 | +125 (+38.9%) |
| MORGAN STANLEY | 874 | 985 | +111 (+12.7%) |
| CITIGROUP INC | 28 | 33 | +5 (+17.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wealthquest Corp | 534,230 | 415,700 | -118,530 (-22.2%) |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 44,242 | 40,225 | -4,017 (-9.1%) |
| Vantage Point Financial LLC | 14,177 | 12,273 | -1,904 (-13.4%) |
| Strategic Investment Solutions, Inc. /IL | 4,242 | 2,949 | -1,293 (-30.5%) |
| American Investment Services, Inc. | 11,884 | 11,676 | -208 (-1.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,698 | 26,329 | -12,369 (-32.0%) |
| CARY STREET PARTNERS FINANCIAL LLC | 15,397 | 14,009 | -1,388 (-9.0%) |
| CITADEL ADVISORS LLC | 44,505 | 38,329 | -6,176 (-13.9%) |
| ROYAL BANK OF CANADA | 1,823 | 326 | -1,497 (-82.1%) |
| HighTower Advisors, LLC | 3,957 | 3,767 | -190 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Bill Few Associates, Inc. | 3,459 | $252 |