Ticker: DBND CUSIP: 25861R105 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Holcombe Financial, Inc. | 239,289 | $11,095 |
| Vestmark Advisory Solutions, Inc. | 81,952 | $3,800 |
| MANCHESTER FINANCIAL INC | 8,047 | $373 |
| Clayton Financial Group LLC | 2,696 | $125 |
| Mariner, LLC | 437,889 | $20,302 |
| Corient Private Wealth LLC | 86,114 | $3,993 |
| Gotham Asset Management, LLC | 18,823 | $873 |
| Root Financial Partners, LLC | 1,599 | $74 |
| Sanctuary Advisors, LLC | 6,205 | $288 |
| JPMORGAN CHASE & CO | 453 | $21 |
| Rockefeller Capital Management L.P. | 65 | $3 |
| SageView Advisory Group, LLC | 38 | $2 |
| Larson Financial Group LLC | 4 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 414,817 | 492,384 | +77,567 (+18.7%) |
| Hippocratic Financial Advisors, LLC | 158,319 | 180,353 | +22,034 (+13.9%) |
| Beckerman Institutional, LLC | 201,856 | 210,540 | +8,684 (+4.3%) |
| Seascape Capital Management | 618,301 | 645,968 | +27,667 (+4.5%) |
| Boothe Investment Group, Inc. | 636,766 | 645,479 | +8,713 (+1.4%) |
| Landmark Wealth Management, LLC | 133,082 | 140,901 | +7,819 (+5.9%) |
| W.G. Shaheen & Associates DBA Whitney & Co | 513,979 | 543,338 | +29,359 (+5.7%) |
| Elyxium Wealth, LLC | 106,689 | 116,398 | +9,709 (+9.1%) |
| BlueChip Wealth Advisors LLC | 61,604 | 72,362 | +10,758 (+17.5%) |
| Journey Advisory Group, LLC | 58,529 | 125,136 | +66,607 (+113.8%) |
| Aprio Wealth Management, LLC | 175,890 | 221,618 | +45,728 (+26.0%) |
| Foundations Investment Advisors, LLC | 540,715 | 700,920 | +160,205 (+29.6%) |
| Stratos Wealth Advisors, LLC | 135,710 | 178,955 | +43,245 (+31.9%) |
| Ausdal Financial Partners, Inc. | 136,274 | 174,879 | +38,605 (+28.3%) |
| PANORAMIC INVESTMENT ADVISORS, LLC | 12,175 | 15,125 | +2,950 (+24.2%) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 300,463 | 308,766 | +8,303 (+2.8%) |
| Mount Yale Investment Advisors, LLC | 63,786 | 81,952 | +18,166 (+28.5%) |
| Visionary Wealth Advisors | 181,612 | 190,996 | +9,384 (+5.2%) |
| SilverOak Wealth Management LLC | 29,982 | 33,934 | +3,952 (+13.2%) |
| Centurion Wealth Management LLC | 25,972 | 28,422 | +2,450 (+9.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OPTIMA CAPITAL LLC | 180,571 | 120,040 | -60,531 (-33.5%) |
| Cravens & Co Advisors, LLC | 220,034 | 210,965 | -9,069 (-4.1%) |
| Fortis Advisors, LLC | 208,745 | 204,107 | -4,638 (-2.2%) |
| Beaumont Capital Management, LLC | 28,204 | 26,267 | -1,937 (-6.9%) |
| Premier Path Wealth Partners, LLC | 144,038 | 133,891 | -10,147 (-7.0%) |
| WADDELL & ASSOCIATES, LLC | 181,957 | 164,566 | -17,391 (-9.6%) |
| Fearless Solutions, LLC dba Best Invest | 14,712 | 13,652 | -1,060 (-7.2%) |
| Essential Planning, LLC. | 25,467 | 23,761 | -1,706 (-6.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 649,397 | 364,465 | -284,932 (-43.9%) |
| Cerity Partners LLC | 276,751 | 256,629 | -20,122 (-7.3%) |
| Krilogy Financial LLC | 6,800 | 4,750 | -2,050 (-30.1%) |
| NBC SECURITIES, INC. | 8,716 | 7,816 | -900 (-10.3%) |
| OSAIC HOLDINGS, INC. | 108,934 | 103,615 | -5,319 (-4.9%) |
| Beacon Capital Management, Inc. | 1,144 | 630 | -514 (-44.9%) |
| Cetera Investment Advisers | 8,398 | 7,231 | -1,167 (-13.9%) |
| MERCER GLOBAL ADVISORS INC /ADV | 11,115 | 10,305 | -810 (-7.3%) |
| MORGAN STANLEY | 975 | 430 | -545 (-55.9%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 12,201 | 12,075 | -126 (-1.0%) |
| Sigma Planning Corp | 5,739 | 5,664 | -75 (-1.3%) |
| Cambridge Investment Research Advisors, Inc. | 7,205 | 6,953 | -252 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Clear Creek Financial Management, LLC | 7,418 | $345 |
| Triad Wealth Partners, LLC | 4,622 | $215 |
| JANE STREET GROUP, LLC | 10,790 | $502 |
| Tortoise Investment Management, LLC | 290 | $13 |
| PRIVATE TRUST CO NA | 35 | $2 |