← All institutions
Institutional Holdings
DBGIOwnership Summary
Institutions Holding
40
Total Shares Held
2,513,123
Total Value Held
$1,846,619
Quarter
2026-06-30
Active Positions
Increased Positions
7
1,455,332 shares
Decreased Positions
3
1,349 shares
Held Positions
9
78,800 shares
New Positions
14
977,642 shares
Sold Out Positions
7
20,341 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 742,128 | $558,822 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 655,650 | $493,704 | ▲ +415,650 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 304,422 | $229,230 | ▲ +291,304 | 0.00% | 2026-06-30 |
| UBS Group AG | 203,559 | $153,280 | ▲ +179,667 | 0.00% | 2026-06-30 |
| Goldstone Financial Group, LLC | 132,913 | $100,083 | ▲ +17,543 | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 126,440 | $95,242 | ▲ +34,433 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 87,918 | $66,202 | New position | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,223 | $37,818 | New position | 0.00% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 30,939 | $23,297 | New position | 0.00% | 2026-06-30 |
| STATE STREET CORP | 27,500 | $20,708 | Unchanged | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 24,612 | $18,533 | New position | 0.00% | 2026-06-30 |
| Sassicaia Capital Advisers LLC | 20,000 | $15,060 | New position | 0.01% | 2026-06-30 |
| BlackRock, Inc. | 19,085 | $14,371 | Unchanged | 0.00% | 2026-06-30 |
| ACT Advisors, LLC. | 11,028 | $8,304 | New position | 0.00% | 2026-06-30 |
| Main Street Group, LTD | 5,000 | $3,765 | New position | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 4,122 | $3,104 | New position | 0.00% | 2026-06-30 |
| VSM Wealth Advisory, LLC | 1,500 | $1,130 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 1,125 | $799 | ▲ +400 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 950 | $715 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 769 | $579 | Unchanged | 0.00% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 700 | $528 | ▼ -900 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 700 | $527 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 671 | $506 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 170 | $128 | ▼ -4,000 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 100 | $75 | Unchanged | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 31,223 | $24 | ▲ +13,404 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 30 | $23 | New position | 0.00% | 2026-06-30 |
| ELEVATION WEALTH PARTNERS, LLC | 30 | $23 | Unchanged | 0.00% | 2026-06-30 |
| INGALLS & SNYDER LLC | 29,115 | $22 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 20 | $15 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $1 | New position | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 1 | $1 | Unchanged | 0.00% | 2026-06-30 |
| Avion Wealth | 479 | $0 | ▼ -382 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Wealth Managment, LLC/ID | 0 | $0 | Sold out | 2026-06-30 | |
| Tradewinds Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| FMR LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 |