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1 May 2026
13F QoQ Ownership Changes

DXYZ Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 52 new · 17 added · 18 reduced · 6 exited

New Positions(52)

ManagerSharesΔ SharesValueΔ Value% Δ
AA Financial Advisors, LLC70,000+70,000$2.1M+$2.1M
Cetera Investment Advisers33,335+33,335$1.0M+$1.0M
CIBC Private Wealth Group, LLC15,291+15,291$468.4K+$468.4K
ENVESTNET ASSET MANAGEMENT INC13,608+13,608$416.8K+$416.8K
Stratos Wealth Partners, LTD.12,752+12,752$390.6K+$390.6K
Quantinno Capital Management LP12,377+12,377$379.1K+$379.1K
RAYMOND JAMES FINANCIAL INC12,163+12,163$372.6K+$372.6K
Creative Planning11,712+11,712$358.7K+$358.7K
Focus Partners Wealth11,233+11,233$344.1K+$344.1K
Genesis Financial Group, LLC10,000+10,000$306.3K+$306.3K
Scientech Research LLC9,931+9,931$304.2K+$304.2K
Visionary Wealth Advisors7,847+7,847$240.4K+$240.4K
Cresset Asset Management, LLC7,787+7,787$238.5K+$238.5K
Total Clarity Wealth Management, Inc.7,230+7,230$221.5K+$221.5K
HighTower Advisors, LLC7,104+7,104$217.6K+$217.6K
GRIFFIN ASSET MANAGEMENT, INC.6,780+6,780$207.7K+$207.7K
Allworth Financial LP2,196+2,196$67.3K+$67.3K
Clearstead Trust, LLC1,384+1,384$42.4K+$42.4K
Sunbelt Securities, Inc.900+900$27.6K+$27.6K
BARCLAYS PLC683+683$26.0K+$26.0K
Atlantic Union Bankshares Corp700+700$21.4K+$21.4K
Geneos Wealth Management Inc.648+648$19.8K+$19.8K
CoreCap Advisors, LLC538+538$16.5K+$16.5K
MCF Advisors LLC500+500$15.3K+$15.3K
UMA Financial Services, Inc.470+470$14.4K+$14.4K
GHP Investment Advisors, Inc.365+365$11.2K+$11.2K
TD Capital Management LLC346+346$10.6K+$10.6K
Newbridge Financial Services Group, Inc.322+322$9.9K+$9.9K
Cornerstone Planning Group LLC278+278$9.8K+$9.8K
N.E.W. Advisory Services LLC300+300$9.2K+$9.2K
Pinnacle Wealth Planning Services, Inc.295+295$9.0K+$9.0K
Ankerstar Wealth, LLC278+278$8.5K+$8.5K
Ritter Daniher Financial Advisory LLC / DE250+250$7.7K+$7.7K
Mount Yale Investment Advisors, LLC193+193$7.4K+$7.4K
MPWM ADVISORY SOLUTIONS, LLC230+230$7.0K+$7.0K
JFS WEALTH ADVISORS, LLC150+150$4.6K+$4.6K
MCGUIRE CAPITAL ADVISORS INC101+101$3.1K+$3.1K
Murphy & Mullick Capital Management Corp100+100$3.1K+$3.1K
Lloyd Advisory Services, LLC.100+100$3.1K+$3.1K
Steigerwald, Gordon & Koch Inc.100+100$3.1K+$3.1K
Trust Co65+65$2.0K+$2.0K
Atlantic Edge Private Wealth Management, LLC50+50$1.5K+$1.5K
Ronald Blue Trust, Inc.45+45$1.4K+$1.4K
Hilton Head Capital Partners, LLC25+25$766+$766
Virtu Financial LLC24,256+24,256$743+$743
Greenline Wealth Management LLC15+15$459+$459
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10+10$306+$306
WEDBUSH SECURITIES INC9,600+9,600$294+$294
Cambridge Investment Research Advisors, Inc.7,896+7,896$242+$242
CWM, LLC1,200+1,200$37+$37
Dunhill Financial, LLC1+1$31+$31
Avion Wealth80+80$2+$2

Added To(17)

ManagerSharesΔ SharesValueΔ Value% Δ
JANE STREET GROUP, LLC377,545+277,866$11.6M+$9.4M278.8%
MORGAN STANLEY86,645+38,094$2.7M+$1.6M78.5%
Kestra Advisory Services, LLC54,382+19,551$1.7M+$923.8K56.1%
STIFEL FINANCIAL CORP42,079+18,919$1.3M+$795.6K81.7%
LPL Financial LLC71,993+3,636$2.2M+$749.1K5.3%
ADVISOR GROUP HOLDINGS, INC.42,176+11,607$1.3M+$582.1K38.0%
Mariner, LLC14,953+2,127$458.0K+$184.8K16.6%
PNC Financial Services Group, Inc.5,092+5,000$156.0K+$154.0K5434.8%
WILEY BROS.-AINTREE CAPITAL, LLC11,969+1,802$366.6K+$150.1K17.7%
CREATIVE FINANCIAL DESIGNS INC /ADV6,827+1,574$209.1K+$97.2K30.0%
Farther Finance Advisors, LLC3,840+1,640$117.6K+$70.8K74.5%
Global Retirement Partners, LLC4,280+130$131.1K+$42.7K3.1%
BANK OF AMERICA CORP /DE/1,380+30$42.3K+$13.5K2.2%
Steward Partners Investment Advisory, LLC311+211$9.5K+$7.4K211.0%
WELLS FARGO & COMPANY/MN205+40$6.3K+$2.8K24.2%
KERR FINANCIAL PLANNING Corp210+10$6.5K+$1.9K5.0%
HAZLETT, BURT & WATSON, INC.11,040+2,500$337+$15429.3%

Reduced(18)

ManagerSharesΔ SharesValueΔ Value% Δ
COMMONWEALTH EQUITY SERVICES, LLC19,879-264$608.9K+$608.5K-1.3%
Invesco Ltd.28,752-3,965$880.7K+$183.8K-12.1%
Evanson Asset Management, LLC15,0000$459.4K+$139.9K0.0%
Private Advisor Group, LLC15,093-111$462.3K+$138.5K-0.7%
HARBOUR INVESTMENTS, INC.1,272-6,232$39.0K-$120.9K-83.0%
UBS Group AG19,053-10,586$583.6K-$47.7K-35.7%
GC Wealth Management RIA, LLC18,000-10,000$551.3K-$45.1K-35.7%
BARTLETT & CO. WEALTH MANAGEMENT LLC2,4000$73.5K+$22.4K0.0%
Royal Bank of Canada622-178$19.0K-$11.0K-22.3%
Anchor Investment Management, LLC6400$19.6K+$6.0K0.0%
SIGNATUREFD, LLC5100$15.6K+$4.8K0.0%
Federation des caisses Desjardins du Quebec950$2.9K+$8860.0%
Legacy Wealth Managment, LLC/ID800$2.5K+$7470.0%
NewEdge Advisors, LLC719-343$22.0K-$599-32.3%
TD Waterhouse Canada Inc.2500$7.6K+$5730.0%
Triumph Capital Management500$1.5K+$4670.0%
Tradewinds Capital Management, LLC250$766+$2330.0%
NATIONAL BANK OF CANADA /FI/70$213+$640.0%

Sold Out(6)

ManagerSharesΔ SharesValueΔ Value% Δ
Groupe la Francaise0-400$0-$7.8K
Tower Research Capital LLC (TRC)0-186$0-$4.0K
Wealthspire Advisors, LLC0-186$0-$4.0K
Clearstead Advisors, LLC0-102$0-$2.2K
Ameritas Advisory Services, LLC0-90$0-$1.9K
Strategic Wealth Partners, Ltd.0-20$0-$426