Ticker: DEHP CUSIP: 25434V757 Class: EMERGING MKTS HI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 104,928 | $3,384 |
| WorthPointe, LLC | 29,574 | $954 |
| SUMMIT WEALTH GROUP LLC / CO | 57,792 | $1,864 |
| Index Fund Advisors, Inc. | 7,498 | $242 |
| OLD MISSION CAPITAL LLC | 10,149 | $327 |
| Savvy Advisors, Inc. | 6,502 | $210 |
| Triumph Capital Management | 361 | $12 |
| SIGNATUREFD, LLC | 1,194 | $39 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 179 | $6 |
| Quent Capital, LLC | 89 | $3 |
| Coston, McIsaac & Partners | 115 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Schubert & Co | 42,594 | 47,691 | +5,097 (+12.0%) |
| Wealth Advisors Northwest LLC | 85,452 | 92,516 | +7,064 (+8.3%) |
| PINNEY & SCOFIELD, INC. | 16,247 | 24,736 | +8,489 (+52.2%) |
| United Wealth Management, LLC | 163,649 | 168,497 | +4,848 (+3.0%) |
| Mills Wealth Advisors LLC | 52,431 | 56,972 | +4,541 (+8.7%) |
| Integrity Advisory Solutions, LLC | 126,354 | 138,338 | +11,984 (+9.5%) |
| Meredith Wealth Planning | 99,646 | 103,516 | +3,870 (+3.9%) |
| Acorn Wealth Advisors, LLC | 15,203 | 24,970 | +9,767 (+64.2%) |
| Farther Finance Advisors, LLC | 1,348 | 167,197 | +165,849 (+12303.3%) |
| Sollinda Capital Management LLC | 18,427 | 27,337 | +8,910 (+48.4%) |
| Vantage Point Financial LLC | 6,683 | 11,970 | +5,287 (+79.1%) |
| TAGStone Capital, Inc. | 10,107 | 14,263 | +4,156 (+41.1%) |
| Yeomans Consulting Group, Inc. | 57,779 | 58,722 | +943 (+1.6%) |
| SUTTON PLACE INVESTORS LLC | 19,473 | 20,359 | +886 (+4.5%) |
| Capital Investment Advisory Services, LLC | 7,813 | 13,653 | +5,840 (+74.7%) |
| INTEGRITY ALLIANCE, LLC. | 103,457 | 110,638 | +7,181 (+6.9%) |
| MARYLAND CAPITAL ADVISORS INC. | 12,233 | 13,349 | +1,116 (+9.1%) |
| OneDigital Investment Advisors LLC | 45,943 | 60,208 | +14,265 (+31.0%) |
| Tortoise Investment Management, LLC | 41,365 | 43,325 | +1,960 (+4.7%) |
| OSAIC HOLDINGS, INC. | 77,328 | 96,461 | +19,133 (+24.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TABLEAUX LLC | 83,314 | 41,771 | -41,543 (-49.9%) |
| von Borstel & Associates, Inc. | 268,225 | 264,111 | -4,114 (-1.5%) |
| DiNuzzo Private Wealth, Inc. | 236,259 | 217,678 | -18,581 (-7.9%) |
| Abel Hall, LLC | 61,077 | 58,453 | -2,624 (-4.3%) |
| Alpha Financial Advisors, LLC | 51,807 | 48,785 | -3,022 (-5.8%) |
| Applied Capital LLC | 57,442 | 55,548 | -1,894 (-3.3%) |
| Quadcap Wealth Management, LLC | 133,528 | 131,243 | -2,285 (-1.7%) |
| RCS Financial Planning, LLC | 12,920 | 11,706 | -1,214 (-9.4%) |
| Daner Wealth Management, LLC | 11,286 | 10,561 | -725 (-6.4%) |
| Integrated Wealth Concepts LLC | 86,729 | 57,342 | -29,387 (-33.9%) |
| NewEdge Advisors, LLC | 139,230 | 97,420 | -41,810 (-30.0%) |
| Wealthspire Advisors, LLC | 81,792 | 63,061 | -18,731 (-22.9%) |
| FIRETHORN WEALTH PARTNERS, LLC | 13,131 | 12,695 | -436 (-3.3%) |
| CITADEL ADVISORS LLC | 49,756 | 12,576 | -37,180 (-74.7%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 8,383 | 6,327 | -2,056 (-24.5%) |
| Sequoia Financial Advisors, LLC | 78,863 | 76,643 | -2,220 (-2.8%) |
| JPMORGAN CHASE & CO | 61,644 | 59,801 | -1,843 (-3.0%) |
| Washington Trust Advisors, Inc. | 9,522 | 8,978 | -544 (-5.7%) |
| Brookstone Capital Management | 7,455 | 6,402 | -1,053 (-14.1%) |
| TRUIST FINANCIAL CORP | 12,819 | 12,256 | -563 (-4.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 126,354 | $3,859 |
| JANE STREET GROUP, LLC | 34,444 | $1,052 |
| PRINCIPAL SECURITIES, INC. | 76 | $2 |