Institutional Holders (2026 Q2)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBEM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sachetta, LLC | 1.30% | 65,249 | $2.7M |
| 2 | Uniting Wealth Partners, LLC | 0.76% | 91,099 | $3.7M |
| 3 | TrueWealth Advisors, LLC | 0.42% | 45,712 | $1.9M |
| 4 | WealthTrak Capital Management LLC | 0.41% | 15,279 | $628K |
| 5 | Empirical Asset Management, LLC | 0.35% | 37,609 | $1.5M |
| 6 | Curtis Advisory Group, LLC | 0.13% | 15,812 | $649K |
| 7 | B. Riley Wealth Advisors, Inc. | 0.07% | 30,406 | $1.2M |
| 8 | Old Mission Capital LLC | 0.05% | 72,983 | $3.0M |
| 9 | Ameritas Advisory Services, LLC | 0.02% | 28,972 | $1.2M |
| 10 | Kestra Private Wealth Services, LLC | 0.02% | 48,217 | $2.0M |
| 11 | Octavia Wealth Advisors, LLC | 0.02% | 5,998 | $246K |
| 12 | Centaurus Financial, INC. | 0.02% | 10,688 | $439K |
| 13 | Atlantic Edge Private Wealth Management, LLC | 0.01% | 838 | $34K |
| 14 | Hilltop National Bank | 0.01% | 721 | $30K |
| 15 | Vise Technologies, Inc. | 0.00% | 8,890 | $365K |
| 16 | IFG Advisory, LLC | 0.00% | 2,600 | $107K |
| 17 | Wells Fargo & Company/Mn | 0.00% | 374,040 | $15.4M |
| 18 | LPL Financial LLC | 0.00% | 219,700 | $9.0M |
| 19 | Private Advisor Group, LLC | 0.00% | 7,753 | $318K |
| 20 | Ameriprise Financial Inc | 0.00% | 151,697 | $6.2M |
| 21 | Trust Co of Vermont | 0.00% | 800 | $33K |
| 22 | Buck Wealth Strategies, LLC | 0.00% | 237 | $10K |
| 23 | Kestra Advisory Services, LLC | 0.00% | 5,147 | $211K |
| 24 | Truist Financial Corp | 0.00% | 11,496 | $472K |
| 25 | Osaic Holdings, INC. | 0.00% | 11,412 | $469K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|