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誰在持有 DFSB?118 家機構投資者 | AlphaSMO
誰在持有 DFSB?118 家機構投資者
目前共有 118 家機構持有 DFSB,以下依持股市值由高至低排序。
查看 DFSB 完整股票頁面
主要持有機構
總市值
平均佔比
Abacus Wealth Partners, LLC
US$1.4億
12.33%
MASECO LLP
US$9601.0萬
3.01%
MERCER GLOBAL ADVISORS INC /ADV
US$4355.1萬
0.06%
Quantum Financial Advisors, LLC
US$2723.5萬
3.06%
SEI INVESTMENTS CO
US$1351.2萬
0.01%
SEEDS INVESTOR LLC
US$1341.0萬
1.83%
Simplicity Wealth,LLC
US$1303.8萬
0.74%
Composition Wealth, LLC
US$1268.0萬
0.17%
Parkshore Wealth Management, Inc.
US$1119.9萬
3.74%
Planning Center, Inc.
US$977.7萬
0.99%
Momentous Wealth Management, Inc.
US$952.8萬
5.44%
Citrine Capital LLC
US$854.8萬
3.71%
Apella Capital, LLC
US$831.5萬
0.12%
Corient Private Wealth LLC
US$649.6萬
0.01%
Allodium Investment Consultants, LLC
US$541.8萬
2.59%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
US$490.7萬
0.01%
Beacon Pointe Advisors, LLC
US$460.0萬
0.02%
Focus Partners Advisor Solutions, LLC
US$419.6萬
0.04%
OneDigital Investment Advisors LLC
US$400.3萬
0.04%
RAM Investment Partners, LLC
US$324.9萬
0.57%
Betterment LLC
US$302.0萬
0.01%
SUMMIT WEALTH GROUP LLC / CO
US$256.1萬
0.27%
LPL Financial LLC
US$250.9萬
0.00%
Farther Finance Advisors, LLC
US$241.8萬
0.02%
Broadhurst Jeffrey B
US$232.2萬
2.38%
AA Financial Advisors, LLC
US$221.4萬
0.31%
Vermillion Wealth Management, Inc.
US$153.0萬
0.60%
Wheels Up Wealth, Inc.
US$143.4萬
1.35%
Samalin Investment Counsel, LLC
US$140.2萬
0.50%
Creative Capital Management Investments LLC
US$137.8萬
0.40%
Sequoia Financial Advisors, LLC
US$135.6萬
0.01%
Tanager Wealth Management LLP
US$134.1萬
0.13%
Babb Wealth Advisors LLC
US$131.0萬
0.72%
RW Investment Management LLC
US$114.9萬
0.11%
CURIO WEALTH, LLC
US$107.7萬
0.37%
COMMONWEALTH EQUITY SERVICES, LLC
US$105.3萬
0.00%
OSAIC HOLDINGS, INC.
US$102.9萬
0.00%
HighTower Advisors, LLC
US$100.4萬
0.00%
Cambridge Investment Research Advisors, Inc.
US$97.5萬
0.00%
Root Financial Partners, LLC
US$93.6萬
0.04%
Strathmore Capital Advisors, Inc.
US$91.1萬
0.26%
Wealth Advisors Northwest LLC
US$90.7萬
0.38%
von Borstel & Associates, Inc.
US$89.0萬
0.20%
Flagstone Financial Management
US$88.6萬
0.22%
Skyline Advisors, Inc.
US$87.2萬
0.30%
Mason & Associates Inc
US$81.8萬
0.16%
BetterWealth, LLC
US$81.0萬
0.16%
Rehmann Capital Advisory Group
US$74.6萬
0.04%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
US$73.9萬
0.66%
McCartney Wealth Management LLC
US$72.2萬
0.61%
Virtu Financial LLC
US$71.0萬
0.03%
Krilogy Financial LLC
US$70.9萬
0.02%
Modera Wealth Management, LLC
US$68.4萬
0.01%
Aerodigm Wealth, LLC
US$68.4萬
0.26%
Petersen Hastings Wealth Advisors Inc.
US$67.3萬
0.06%
Vise Technologies, Inc.
US$64.9萬
0.01%
JANE STREET GROUP, LLC
US$62.5萬
0.00%
Concord Wealth Partners
US$61.8萬
0.08%
Geometric Wealth Advisors
US$61.4萬
0.08%
WPWealth LLP
US$59.3萬
0.09%
Vestment Financial LLC
US$58.5萬
0.28%
Private Advisor Group, LLC
US$57.0萬
0.00%
CAHILL FINANCIAL ADVISORS INC
US$56.0萬
0.06%
DiNuzzo Private Wealth, Inc.
US$55.0萬
0.06%
Level Financial Advisors
US$52.0萬
0.13%
Clarity Asset Management, Inc.
US$49.8萬
0.25%
Kestra Advisory Services, LLC
US$48.6萬
0.00%
M. Kulyk & Associates, LLC
US$48.0萬
0.09%
FIDUCIARY FINANCIAL GROUP, LLC
US$47.1萬
0.06%
Rossby Financial, LCC
US$44.8萬
0.09%
MISSION WEALTH MANAGEMENT, LP
US$43.0萬
0.01%
Aspen Capital Management, LLC
US$41.1萬
0.10%
Shore Point Advisors, LLC
US$40.7萬
0.16%
Ballast Rock Private Wealth LLC
US$40.3萬
0.22%
Fortis Capital Management LLC
US$39.3萬
0.04%
COMPASS CAPITAL CORP /MA/ /ADV
US$38.8萬
0.14%
SAX WEALTH ADVISORS, LLC
US$38.2萬
0.02%
XY Planning Network, Inc.
US$36.5萬
0.06%
Stewardship Advisors, LLC
US$36.5萬
0.08%
GRAND WEALTH MANAGEMENT, LLC
US$36.1萬
0.17%
Summit Wealth Group, LLC
US$35.8萬
0.08%
Financial Plan, Inc.
US$35.7萬
0.04%
Wealthcare Advisory Partners LLC
US$35.0萬
0.01%
Creative Planning
US$31.0萬
0.00%
Legacy Financial Advisors, Inc.
US$29.6萬
0.04%
ROYAL BANK OF CANADA
US$29.5萬
0.00%
ACTION POINT FINANCIAL PLANNING, LLC
US$29.0萬
0.26%
Greenspring Advisors, LLC
US$26.7萬
0.02%
ENVESTNET ASSET MANAGEMENT INC
US$25.2萬
0.00%
Verisail Partners, LLC
US$25.2萬
0.10%
Ariadne Wealth Management, LP
US$24.1萬
0.11%
Long Island Wealth Management, Inc.
US$22.6萬
0.10%
Brookstone Capital Management
US$22.3萬
0.00%
Signature Resources Capital Management, LLC
US$21.7萬
0.10%
EnRich Financial Partners LLC
US$21.2萬
0.06%
Sprinkle Financial Consultants LLC
US$21.2萬
0.10%
Washington Trust Advisors, Inc.
US$18.5萬
0.01%
Coston, McIsaac & Partners
US$18.2萬
0.04%
JFS WEALTH ADVISORS, LLC
US$16.1萬
0.01%
CARDIFF PARK ADVISORS, LLC
US$11.1萬
0.01%
Orion Capital Management LLC
US$10.6萬
0.04%
PINNEY & SCOFIELD, INC.
US$7.6萬
0.04%
Glass Jacobson Investment Advisors llc
US$6.9萬
0.02%
BANK OF MONTREAL /CAN/
US$6.8萬
0.00%
McIlrath & Eck, LLC
US$4.9萬
0.00%
ELEVATE WEALTH ADVISORY, INC
US$4.7萬
0.03%
ELEVATION WEALTH PARTNERS, LLC
US$4.5萬
0.02%
HARBOUR INVESTMENTS, INC.
US$4.3萬
0.00%
SYM FINANCIAL Corp
US$3.5萬
0.00%
IFP Advisors, Inc
US$3.3萬
0.00%
JNBA Financial Advisors
US$2.5萬
0.00%
Burk Holdings LLC
US$1.5萬
0.01%
Steward Partners Investment Advisory, LLC
US$1.0萬
0.00%
NewEdge Advisors, LLC
US$8887.0
0.00%
JPMORGAN CHASE & CO
US$8283.0
0.00%
Advisory Services Network, LLC
US$4812.0
0.00%
Allworth Financial LP
US$3277.0
0.00%
CWM, LLC
US$1345.0
0.00%