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持有 DUSB 的機構名單(共 192 家)

目前共有 192 家機構持有 DUSB,以下依持股市值由高至低排序。

查看 DUSB 完整股票頁面

主要持有機構總市值平均佔比
Planning Center, Inc.US$1.8億18.25%
Prudent Man Investment Management, Inc.US$8089.8萬27.22%
Root Financial Partners, LLCUS$7679.4萬3.55%
Vise Technologies, Inc.US$5886.9萬1.16%
Financial Plan, Inc.US$4147.8萬4.45%
SJS Investment Consulting Inc.US$3740.9萬4.57%
SC&H Financial Advisors, Inc.US$3079.9萬4.64%
DiNuzzo Private Wealth, Inc.US$2881.7萬3.10%
PHILLIPS FINANCIAL MANAGEMENT, LLCUS$2611.8萬1.89%
Sterling Wealth Management, Inc.US$2510.4萬6.89%
American Capital Advisory, LLCUS$2451.9萬9.90%
Chicago Partners Investment Group LLCUS$2075.7萬0.46%
Savant Capital, LLCUS$2074.1萬0.10%
Rachor Investment Advisory Services, LLCUS$1946.8萬10.23%
Three Arch Wealth Management LLCUS$1842.6萬3.31%
Pillar Financial Advisors, LLCUS$1725.3萬10.08%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS$1664.0萬2.62%
Avestar Capital, LLCUS$1386.0萬0.89%
Foundry Financial LLCUS$1220.1萬5.17%
Mariner, LLCUS$1211.2萬0.01%
Hiley Hunt Wealth ManagementUS$1174.9萬5.18%
TAGStone Capital, Inc.US$1157.5萬4.09%
Onyx Financial Advisors, LLCUS$1151.7萬4.78%
Johnson Wealth Management, LLCUS$1149.5萬5.55%
ENVESTNET ASSET MANAGEMENT INCUS$1076.8萬0.00%
Babb Wealth Advisors LLCUS$1067.5萬5.84%
New Dimensions Wealth Management, LLCUS$1002.8萬8.53%
Financial Symmetry IncUS$936.5萬3.33%
Tumwater Wealth Management, LLCUS$935.2萬3.76%
WEALTHSPAN PARTNERS, LLCUS$807.2萬2.84%
Creative PlanningUS$774.3萬0.01%
Arkadios Wealth AdvisorsUS$769.1萬0.13%
Ruedi Wealth Management, Inc.US$765.8萬1.97%
Parkwoods Wealth Partners, LLCUS$751.8萬1.84%
Mattern Wealth Management LLCUS$742.8萬1.45%
CHOREO, LLCUS$738.9萬0.09%
Shore Point Advisors, LLCUS$738.6萬2.92%
Cogent Private Wealth, Inc.US$711.2萬5.14%
Leading Edge Financial Planning LLCUS$708.9萬1.49%
Wolfstich Capital, LLCUS$705.5萬6.17%
Prime Capital Investment Advisors, LLCUS$656.1萬0.08%
3 FACTOR INDEXING, LLCUS$647.7萬6.12%
Beacon Pointe Advisors, LLCUS$641.3萬0.03%
Torren Management, LLCUS$599.7萬2.99%
Index Fund Advisors, Inc.US$584.7萬0.26%
Altiora Financial Group, LLCUS$554.3萬0.91%
Strategic Investment Solutions, Inc. /ILUS$551.9萬1.33%
Betterment LLCUS$522.9萬0.01%
JANE STREET GROUP, LLCUS$499.4萬0.00%
VANCE WEALTH, LLCUS$484.7萬1.40%
Apella Capital, LLCUS$478.6萬0.07%
AssuredPartners Investment Advisors, LLCUS$466.3萬0.51%
Dynamic Advisor Solutions LLCUS$462.8萬0.15%
Factor Wealth Management LTDUS$462.7萬0.87%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCUS$456.2萬0.01%
CITADEL ADVISORS LLCUS$445.2萬0.00%
Kestra Advisory Services, LLCUS$421.1萬0.02%
RAYMOND JAMES FINANCIAL INCUS$417.9萬0.00%
Coston, McIsaac & PartnersUS$417.3萬0.94%
BRIGHT FINANCIAL ADVISORS, INC.US$416.0萬1.91%
Concord Wealth PartnersUS$407.0萬0.53%
Farther Finance Advisors, LLCUS$390.1萬0.04%
Navigoe, LLCUS$377.1萬2.23%
Financial Harvest, LLCUS$376.4萬2.22%
GREAT OAK CAPITAL PARTNERS, LLCUS$375.6萬0.87%
Strathmore Capital Advisors, Inc.US$366.9萬1.04%
Tower Research Capital LLC (TRC)US$366.8萬0.10%
FLOW TRADERS U.S. LLCUS$351.2萬0.11%
GK Wealth Management LLCUS$346.3萬3.01%
DWR WEALTH MANAGEMENT, LLCUS$346.3萬3.01%
Optimus Capital Advisors, LLCUS$346.3萬2.05%
Moran Wealth Management, LLCUS$332.3萬0.10%
VESTIA PERSONAL WEALTH ADVISORSUS$326.8萬1.54%
Quantum Financial Advisors, LLCUS$316.7萬0.36%
FMB WEALTH MANAGEMENTUS$315.6萬1.31%
Everest Financial Group LLCUS$306.2萬0.50%
McIlrath & Eck, LLCUS$304.1萬0.23%
DRAVO BAY LLCUS$297.9萬1.21%
Pathstone Holdings, LLCUS$287.5萬0.01%
Burk Holdings LLCUS$253.8萬1.09%
Tillman Hartley LLCUS$250.3萬0.63%
SUSQUEHANNA INTERNATIONAL GROUP, LLPUS$244.2萬0.00%
ATLas Financial Planning LLCUS$243.1萬2.18%
OSAIC HOLDINGS, INC.US$240.5萬0.00%
Aspen Capital Management, LLCUS$240.4萬0.60%
Core Wealth Management, Inc.US$237.3萬0.73%
STUDIO INVESTMENT MANAGEMENT LLCUS$230.9萬0.42%
LPL Financial LLCUS$217.4萬0.00%
MERCER GLOBAL ADVISORS INC /ADVUS$203.9萬0.00%
Broadhurst Jeffrey BUS$199.8萬2.05%
LRI Investments, LLCUS$199.1萬0.18%
Applied Capital LLCUS$197.2萬0.74%
Forza Wealth Management, LLCUS$193.7萬0.67%
Meredith Wealth PlanningUS$184.1萬0.50%
Apollon Wealth Management, LLCUS$180.0萬0.03%
HighTower Advisors, LLCUS$179.1萬0.00%
McCartney Wealth Management LLCUS$171.1萬1.44%
Claris Financial LLCUS$170.9萬0.93%
Balboa Wealth PartnersUS$165.5萬0.28%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCUS$153.4萬0.52%
Focus Partners Advisor Solutions, LLCUS$151.2萬0.02%
PCA Investment Advisory Services Inc.US$149.4萬0.50%
XY Planning Network, Inc.US$147.1萬0.24%
MB Generational Wealth, LLCUS$145.3萬0.80%
Savvy Advisors, Inc.US$145.0萬0.04%
CURIO WEALTH, LLCUS$144.4萬0.49%
Financial Engines Advisors L.L.C.US$141.7萬0.00%
Kings Path Partners LLCUS$141.3萬0.50%
Family CFO IncUS$141.0萬0.63%
Cambridge Investment Research Advisors, Inc.US$126.5萬0.00%
PFG AdvisorsUS$124.9萬0.06%
White Wing Wealth ManagementUS$123.4萬0.74%
SpringVest Wealth Management LLCUS$113.2萬0.77%
Porter White Investment Advisors, Inc.US$113.1萬0.45%
SageOak Financial, LLCUS$104.2萬0.73%
MML INVESTORS SERVICES, LLCUS$101.2萬0.00%
Live Oak Private Wealth LLCUS$96.5萬0.13%
CARY STREET PARTNERS FINANCIAL LLCUS$93.5萬0.02%
Guardian Wealth Management, LLCUS$91.6萬0.28%
Mustard Seed Financial, LLCUS$91.2萬0.55%
ProCore Advisors, LLCUS$89.7萬1.38%
ROYAL BANK OF CANADAUS$87.3萬0.00%
Kane Co Wealth Management, Inc.US$86.2萬0.73%
Allworth Financial LPUS$86.1萬0.00%
Verum Partners LLCUS$84.8萬0.16%
DEMMING FINANCIAL SERVICES CORP /ADVUS$83.5萬0.61%
Essential Planning, LLC.US$73.5萬0.23%
Trailhead Planners LLCUS$72.5萬0.70%
CYPRESS FINANCIAL PLANNING LLCUS$70.9萬0.20%
WPWealth LLPUS$70.0萬0.11%
MASTER'S WEALTH MANAGEMENT INC.US$67.8萬0.23%
Corient Private Wealth LLCUS$59.8萬0.00%
Warburton Capital Management, LLCUS$59.8萬0.29%
COMMONWEALTH EQUITY SERVICES, LLCUS$59.5萬0.00%
Pure Financial Advisors, LLCUS$59.1萬0.01%
TWO SIGMA SECURITIES, LLCUS$59.1萬0.07%
Oceanside Advisors LLCUS$54.9萬0.31%
Composition Wealth, LLCUS$48.7萬0.01%
ShankerValleau Wealth Advisors, Inc.US$48.6萬0.14%
Henrickson Nauta Wealth Advisors, Inc.US$47.3萬0.13%
Cypress Point Wealth Management, LLCUS$46.2萬0.10%
Hartmann Taylor Wealth Management, LLCUS$45.6萬0.30%
Corus Family Wealth AdvisorsUS$44.9萬0.37%
Rehmann Capital Advisory GroupUS$44.1萬0.02%
Private Advisor Group, LLCUS$42.4萬0.00%
FIFTH THIRD BANCORPUS$38.0萬0.00%
Van Hulzen Asset Management, LLCUS$37.7萬0.03%
Evanson Asset Management, LLCUS$37.6萬0.02%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCUS$36.5萬0.22%
Geometric Wealth AdvisorsUS$35.7萬0.04%
持有 DUSB 的機構名單(共 192 家) | AlphaSMO