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Ownership — DJP
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
BLB&B Advisors, LLC
2.35M
$102.0M
-10.2K
2026-06-30
Cassaday & Co Wealth Management LLC
1.38M
$60.0M
+9.4K
2026-06-30
CIBC Bancorp USA Inc.
1.36M
$59.0M
+220.6K
2026-06-30
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
710.4K
$31.0M
-5.4K
2026-06-30
DIMENSION CAPITAL MANAGEMENT LLC
478.9K
$20.0M
-6.8K
2026-06-30
Badgley Phelps Wealth Managers, LLC
457.3K
$19.0M
+8.8K
2026-06-30
BNP PARIBAS FINANCIAL MARKETS
331.6K
$14.0M
+1.9K
2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
259.8K
$11.0M
-16.4K
2026-06-30
Global Endowment Management, LP
254.7K
$11.0M
+56.0K
2026-06-30
JPMORGAN CHASE & CO
215.3K
$9.0M
+175.3K
2026-06-30
SAX WEALTH ADVISORS, LLC
214.6K
$10.0M
-15.4K
2026-06-30
CERTUITY, LLC
204.4K
$8.0M
--
2026-06-30
UNIQUE WEALTH, LLC
203.1K
$8.0M
-4.0K
2026-06-30
Ironwood Wealth Management, LLC.
200.4K
$8.0M
+95.5K
2026-06-30
Heartland Bank & Trust Co
197.7K
$8.0M
+1.3K
2026-06-30
CoreCap Advisors, LLC
194.3K
$8.0M
+3.4K
2026-06-30
Legend Financial Advisors, Inc.
192.8K
$8.0M
-6.6K
2026-06-30
CULTIVAR CAPITAL, INC.
183.5K
$8.0M
+2.7K
2026-06-30
Cambridge Investment Research Advisors, Inc.
182.0K
$7.0M
+2.8K
2026-06-30
AMERIPRISE FINANCIAL INC
179.6K
$7.0M
-26.5K
2026-06-30
ACIMA PRIVATE WEALTH, LLC
162.6K
$7.0M
-11.7K
2026-06-30
FIRST FOUNDATION ADVISORS
146.2K
$6.0M
+3.4K
2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC
143.0K
$6.0M
--
2026-06-30
Waverly Advisors, LLC
117.5K
$5.0M
-255
2026-06-30
Ackerman Capital Advisors, LLC
113.8K
$4.0M
-77
2026-06-30
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