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Ownership — DJP
Institutional Holdings
Insider Transactions
US Institutional Ownership
0.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
BLB&B Advisors, LLC
2.35M
$102.0M
0.10%
-10.2K
2026-06-30
Cassaday & Co Wealth Management LLC
1.38M
$60.0M
0.06%
+9.4K
2026-06-30
CIBC Bancorp USA Inc.
1.36M
$59.0M
0.06%
+220.6K
2026-06-30
Osborne Partners Capital Management, LLC
710.4K
$31.0M
0.03%
-5.4K
2026-06-30
Dimension Capital Management LLC
478.9K
$20.0M
0.02%
-6.8K
2026-06-30
Badgley Phelps Wealth Managers, LLC
457.3K
$19.0M
0.02%
+8.8K
2026-06-30
BNP Paribas Financial Markets
331.6K
$14.0M
0.01%
+1.9K
2026-06-30
Wealth Enhancement Advisory Services, LLC
259.8K
$11.0M
0.01%
-16.4K
2026-06-30
Global Endowment Management, LP
254.7K
$11.0M
0.01%
+56.0K
2026-06-30
JPMorgan Chase & Co
215.3K
$9.0M
0.01%
+175.3K
2026-06-30
Sax Wealth Advisors, LLC
214.6K
$10.0M
0.01%
-15.4K
2026-06-30
Certuity, LLC
204.4K
$8.0M
0.01%
--
2026-06-30
Unique Wealth, LLC
203.1K
$8.0M
0.01%
-4.0K
2026-06-30
Ironwood Wealth Management, LLC.
200.4K
$8.0M
0.01%
+95.5K
2026-06-30
Heartland Bank & Trust Co
197.7K
$8.0M
0.01%
+1.3K
2026-06-30
CoreCap Advisors, LLC
194.3K
$8.0M
0.01%
+3.4K
2026-06-30
Legend Financial Advisors, Inc.
192.8K
$8.0M
0.01%
-6.6K
2026-06-30
Cultivar Capital, Inc.
183.5K
$8.0M
0.01%
+2.7K
2026-06-30
Cambridge Investment Research Advisors, Inc.
182.0K
$7.0M
0.01%
+2.8K
2026-06-30
Ameriprise Financial Inc
179.6K
$7.0M
0.01%
-26.5K
2026-06-30
Acima Private Wealth, LLC
162.6K
$7.0M
0.01%
-11.7K
2026-06-30
First Foundation Advisors
146.2K
$6.0M
0.01%
+3.4K
2026-06-30
Commonwealth Equity Services, LLC
143.0K
$6.0M
0.01%
--
2026-06-30
Waverly Advisors, LLC
117.5K
$5.0M
0.01%
-255
2026-06-30
Ackerman Capital Advisors, LLC
113.8K
$4.0M
0.00%
-77
2026-06-30
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