Institutional Holders (2026 Q2)
79 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DXJS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Berkeley, Inc | 4.12% | 227,790 | $13.1M |
| 2 | TAGStone Capital, Inc. | 1.29% | 70,411 | $4.1M |
| 3 | Channel Wealth LLC | 0.98% | 75,888 | $4.4M |
| 4 | WJ Wealth Management, LLC | 0.75% | 32,745 | $1.9M |
| 5 | Eldridge Investment Advisors, Inc. | 0.27% | 23,693 | $1.4M |
| 6 | E&G Advisors, LLC | 0.25% | 22,865 | $1.3M |
| 7 | Security National Bank | 0.25% | 36,762 | $2.1M |
| 8 | Signal Advisors Wealth, LLC | 0.22% | 74,018 | $4.3M |
| 9 | Bearing Point Capital, LLC | 0.20% | 26,261 | $1.5M |
| 10 | Essential Partners LLC | 0.20% | 7,641 | $441K |
| 11 | Maridea Wealth Management LLC | 0.15% | 24,686 | $1.4M |
| 12 | SFG Wealth Management, LLC. | 0.15% | 7,406 | $427K |
| 13 | Millington Securities, LLC | 0.14% | 9,366 | $509K |
| 14 | KPP Advisory Services LLC | 0.14% | 19,018 | $1.1M |
| 15 | Wbi Investments, LLC | 0.13% | 8,981 | $518K |
| 16 | Spinnaker Investment Group, LLC | 0.12% | 12,984 | $749K |
| 17 | OneAscent Financial Services LLC | 0.11% | 40,898 | $2.4M |
| 18 | Integrity Alliance, LLC. | 0.07% | 37,166 | $2.1M |
| 19 | Roberts Glore & Co Inc /Il/ | 0.06% | 4,236 | $244K |
| 20 | Stelac Advisory Services LLC | 0.06% | 5,273 | $304K |
| 21 | Alteri Wealth LLC | 0.06% | 3,493 | $201K |
| 22 | Spire Wealth Management | 0.02% | 13,476 | $777K |
| 23 | Prospera Financial Services Inc | 0.02% | 19,824 | $1.1M |
| 24 | D.A. Davidson & CO. | 0.02% | 52,086 | $3.0M |
| 25 | Quadrature Capital Ltd | 0.02% | 31,489 | $1.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|