DUSB

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$50.72

+0.01 (+0.02%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding DUSB · 2026-Q1 methodology → sources →

190 holders

% of shares outstanding held

—

Shares held (13F)

23,604,010

Reporting holders

190

Top holders

largest 100 of 190 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Planning Center, Inc.	3,552,6273.6M	$180M	—	ADD 4%
2	Prudent Man Investment Management, Inc.	1,597,1981.6M	$81M	—	—
3	Root Financial Partners, LLC	1,514,3701.5M	$77M	—	ADD 18%
4	Vise Technologies, Inc.	1,162,2711.2M	$59M	—	—
5	Financial Plan, Inc.	817,942817,942	$41M	—	TRIM -9%
6	SJS Investment Consulting Inc.	737,706737,706	$37M	—	ADD 15%
7	SC&H Financial Advisors, Inc.	607,348607,348	$31M	—	ADD 13%
8	DiNuzzo Private Wealth, Inc.	568,272568,272	$29M	—	—
9	PHILLIPS FINANCIAL MANAGEMENT, LLC	515,043515,043	$26M	—	ADD 13%
10	Sterling Wealth Management, Inc.	495,047495,047	$25M	—	ADD 5%
11	American Capital Advisory, LLC	483,517483,517	$25M	—	ADD 38%
12	Chicago Partners Investment Group LLC	409,458409,458	$21M	—	TRIM -19%
13	Savant Capital, LLC	409,013409,013	$21M	—	—
14	Rachor Investment Advisory Services, LLC	383,900383,900	$19M	—	ADD 3%
15	Three Arch Wealth Management LLC	363,353363,353	$18M	—	ADD 5%
16	Pillar Financial Advisors, LLC	340,234340,234	$17M	—	ADD 5%
17	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	328,138328,138	$17M	—	TRIM -7%
18	Avestar Capital, LLC	273,313273,313	$14M	—	NEW
19	Foundry Financial LLC	240,613240,613	$12M	—	ADD 46%
20	Mariner, LLC	238,848238,848	$12M	—	ADD 7%
21	Hiley Hunt Wealth Management	231,684231,684	$12M	—	ADD 5%
22	TAGStone Capital, Inc.	228,259228,259	$12M	—	TRIM -18%
23	Onyx Financial Advisors, LLC	227,112227,112	$12M	—	ADD 11%
24	Johnson Wealth Management, LLC	226,682226,682	$11M	—	ADD 6%
25	ENVESTNET ASSET MANAGEMENT INC	212,340212,340	$11M	—	ADD 998%
26	Babb Wealth Advisors LLC	210,509210,509	$11M	—	TRIM -7%
27	New Dimensions Wealth Management, LLC	197,755197,755	$10M	—	ADD 4%
28	Financial Symmetry Inc	184,504184,504	$9M	—	ADD 25%
29	Tumwater Wealth Management, LLC	184,420184,420	$9M	—	ADD 18%
30	WEALTHSPAN PARTNERS, LLC	159,183159,183	$8M	—	TRIM -7%
31	Creative Planning	152,697152,697	$8M	—	ADD 48%
32	Arkadios Wealth Advisors	151,658151,658	$8M	—	TRIM -10%
33	Ruedi Wealth Management, Inc.	151,021151,021	$8M	—	TRIM -3%
34	Parkwoods Wealth Partners, LLC	148,262148,262	$8M	—	—
35	Mattern Wealth Management LLC	146,480146,480	$7M	—	TRIM -6%
36	CHOREO, LLC	145,713145,713	$7M	—	NEW
37	Shore Point Advisors, LLC	148,280148,280	$7M	—	ADD 6%
38	Cogent Private Wealth, Inc.	140,258140,258	$7M	—	ADD 34%
39	Leading Edge Financial Planning LLC	139,804139,804	$7M	—	ADD 6%
40	Wolfstich Capital, LLC	139,231139,231	$7M	—	TRIM -3%
41	Prime Capital Investment Advisors, LLC	129,381129,381	$7M	—	ADD 1730%
42	3 FACTOR INDEXING, LLC	127,718127,718	$6M	—	NEW
43	Beacon Pointe Advisors, LLC	126,456126,456	$6M	—	ADD 70%
44	Torren Management, LLC	118,270118,270	$6M	—	ADD 154%
45	Index Fund Advisors, Inc.	115,300115,300	$6M	—	ADD 14%
46	Altiora Financial Group, LLC	109,301109,301	$6M	—	TRIM -39%
47	Strategic Investment Solutions, Inc. /IL	109,032109,032	$6M	—	TRIM -4%
48	Betterment LLC	103,113103,113	$5M	—	ADD 11%
49	JANE STREET GROUP, LLC	98,47298,472	$5M	—	ADD 22%
50	VANCE WEALTH, LLC	95,57595,575	$5M	—	ADD 45%
51	Apella Capital, LLC	94,18294,182	$5M	—	ADD 342%
52	AssuredPartners Investment Advisors, LLC	91,89291,892	$5M	—	ADD 2%
53	Dynamic Advisor Solutions LLC	91,26791,267	$5M	—	ADD 7%
54	Factor Wealth Management LTD	91,25291,252	$5M	—	TRIM -15%
55	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	89,93689,936	$5M	—	TRIM -9%
56	CITADEL ADVISORS LLC	87,79387,793	$4M	—	TRIM -22%
57	Kestra Advisory Services, LLC	83,04783,047	$4M	—	TRIM -4%
58	RAYMOND JAMES FINANCIAL INC	82,41082,410	$4M	—	ADD 49%
59	Coston, McIsaac & Partners	82,29582,295	$4M	—	TRIM -10%
60	BRIGHT FINANCIAL ADVISORS, INC.	82,02982,029	$4M	—	ADD 3%
61	Concord Wealth Partners	80,25580,255	$4M	—	—
62	Farther Finance Advisors, LLC	76,94676,946	$4M	—	ADD 49%
63	Navigoe, LLC	74,37874,378	$4M	—	ADD 42%
64	Financial Harvest, LLC	74,21874,218	$4M	—	ADD 37%
65	GREAT OAK CAPITAL PARTNERS, LLC	73,98573,985	$4M	—	ADD 12%
66	Strathmore Capital Advisors, Inc.	72,33772,337	$4M	—	—
67	Tower Research Capital LLC (TRC)	72,34072,340	$4M	—	ADD 1081%
68	FLOW TRADERS U.S. LLC	69,26669,266	$4M	—	ADD 740%
69	GK Wealth Management LLC	68,34168,341	$3M	—	NEW
70	DWR WEALTH MANAGEMENT, LLC	68,34168,341	$3M	—	ADD 47%
71	Moran Wealth Management, LLC	65,52565,525	$3M	—	TRIM -63%
72	VESTIA PERSONAL WEALTH ADVISORS	64,43864,438	$3M	—	ADD 18%
73	Quantum Financial Advisors, LLC	62,45562,455	$3M	—	TRIM -9%
74	FMB WEALTH MANAGEMENT	62,23262,232	$3M	—	—
75	Everest Financial Group LLC	60,38160,381	$3M	—	NEW
76	McIlrath & Eck, LLC	59,96159,961	$3M	—	ADD 52%
77	DRAVO BAY LLC	58,74658,746	$3M	—	TRIM -32%
78	Pathstone Holdings, LLC	56,68956,689	$3M	—	TRIM -2%
79	Burk Holdings LLC	50,05750,057	$3M	—	—
80	Tillman Hartley LLC	49,36249,362	$3M	—	NEW
81	SUSQUEHANNA INTERNATIONAL GROUP, LLP	48,15848,158	$2M	—	NEW
82	ATLas Financial Planning LLC	47,94147,941	$2M	—	—
83	OSAIC HOLDINGS, INC.	47,41447,414	$2M	—	ADD 366%
84	Aspen Capital Management, LLC	47,40347,403	$2M	—	NEW
85	Core Wealth Management, Inc.	46,79546,795	$2M	—	ADD 114%
86	STUDIO INVESTMENT MANAGEMENT LLC	45,52945,529	$2M	—	ADD 12%
87	LPL Financial LLC	42,87942,879	$2M	—	ADD 200%
88	MERCER GLOBAL ADVISORS INC /ADV	40,21240,212	$2M	—	—
89	Broadhurst Jeffrey B	39,41039,410	$2M	—	ADD 7%
90	LRI Investments, LLC	39,25439,254	$2M	—	ADD 20%
91	Applied Capital LLC	38,89038,890	$2M	—	TRIM -34%
92	Forza Wealth Management, LLC	38,20038,200	$2M	—	ADD 55%
93	Meredith Wealth Planning	36,30236,302	$2M	—	ADD 92%
94	Apollon Wealth Management, LLC	35,50035,500	$2M	—	TRIM -46%
95	HighTower Advisors, LLC	35,31035,310	$2M	—	ADD 24%
96	McCartney Wealth Management LLC	33,74033,740	$2M	—	TRIM -4%
97	Claris Financial LLC	33,69233,692	$2M	—	—
98	Balboa Wealth Partners	32,62732,627	$2M	—	ADD 8%
99	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	30,25130,251	$2M	—	ADD 19%
100	Focus Partners Advisor Solutions, LLC	29,81529,815	$2M	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Planning Center, Inc.

2.5M

2.8M

2.9M

3.1M

3.4M

3.6M

$180M

Prudent Man Investment Management, Inc.

1.1M

1.6M

$81M

Root Financial Partners, LLC

389K

530K

609K

956K

1.3M

1.5M

$77M

Vise Technologies, Inc.

—

295K

1.2M

$59M

Financial Plan, Inc.

—

895K

818K

$41M

SJS Investment Consulting Inc.

249K

381K

414K

601K

643K

738K

$37M

SC&H Financial Advisors, Inc.

181K

438K

563K

534K

539K

607K

$31M

DiNuzzo Private Wealth, Inc.

351K

389K

405K

448K

566K

568K

$29M

PHILLIPS FINANCIAL MANAGEMENT, LLC

225K

295K

291K

410K

454K

515K

$26M

Sterling Wealth Management, Inc.

499K

—

460K

473K

472K

495K

$25M

American Capital Advisory, LLC

279K

301K

322K

343K

350K

484K

$25M

Chicago Partners Investment Group LLC

304K

398K

448K

515K

505K

409K

$21M

Savant Capital, LLC

123K

282K

299K

385K

415K

409K

$21M

Rachor Investment Advisory Services, LLC

—

373K

384K

$19M

Three Arch Wealth Management LLC

—

346K

363K

$18M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	190	23,604,010	—	$1.2B
2025-Q4	167	21,536,863	—	$1.1B
2025-Q3	137	15,657,387	—	$795M
2025-Q2	126	13,963,366	—	$709M
2025-Q1	111	12,243,643	—	$621M
2024-Q4	90	10,879,944	—	$550M
2024-Q3	58	7,419,389	—	$377M
2024-Q2	47	6,354,639	—	$322M
2024-Q1	32	2,911,883	—	$147M
2023-Q4	22	1,388,152	—	$70M
2023-Q3	5	406,006	—	$20M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding DUSB · 2026-Q1 methodology → sources →

190 holders

% of shares outstanding held

—

Shares held (13F)

23,604,010

Reporting holders

190

Top holders

largest 100 of 190 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Planning Center, Inc.	3,552,6273.6M	$180M	—	ADD 4%
2	Prudent Man Investment Management, Inc.	1,597,1981.6M	$81M	—	—
3	Root Financial Partners, LLC	1,514,3701.5M	$77M	—	ADD 18%
4	Vise Technologies, Inc.	1,162,2711.2M	$59M	—	—
5	Financial Plan, Inc.	817,942817,942	$41M	—	TRIM -9%
6	SJS Investment Consulting Inc.	737,706737,706	$37M	—	ADD 15%
7	SC&H Financial Advisors, Inc.	607,348607,348	$31M	—	ADD 13%
8	DiNuzzo Private Wealth, Inc.	568,272568,272	$29M	—	—
9	PHILLIPS FINANCIAL MANAGEMENT, LLC	515,043515,043	$26M	—	ADD 13%
10	Sterling Wealth Management, Inc.	495,047495,047	$25M	—	ADD 5%
11	American Capital Advisory, LLC	483,517483,517	$25M	—	ADD 38%
12	Chicago Partners Investment Group LLC	409,458409,458	$21M	—	TRIM -19%
13	Savant Capital, LLC	409,013409,013	$21M	—	—
14	Rachor Investment Advisory Services, LLC	383,900383,900	$19M	—	ADD 3%
15	Three Arch Wealth Management LLC	363,353363,353	$18M	—	ADD 5%
16	Pillar Financial Advisors, LLC	340,234340,234	$17M	—	ADD 5%
17	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	328,138328,138	$17M	—	TRIM -7%
18	Avestar Capital, LLC	273,313273,313	$14M	—	NEW
19	Foundry Financial LLC	240,613240,613	$12M	—	ADD 46%
20	Mariner, LLC	238,848238,848	$12M	—	ADD 7%
21	Hiley Hunt Wealth Management	231,684231,684	$12M	—	ADD 5%
22	TAGStone Capital, Inc.	228,259228,259	$12M	—	TRIM -18%
23	Onyx Financial Advisors, LLC	227,112227,112	$12M	—	ADD 11%
24	Johnson Wealth Management, LLC	226,682226,682	$11M	—	ADD 6%
25	ENVESTNET ASSET MANAGEMENT INC	212,340212,340	$11M	—	ADD 998%
26	Babb Wealth Advisors LLC	210,509210,509	$11M	—	TRIM -7%
27	New Dimensions Wealth Management, LLC	197,755197,755	$10M	—	ADD 4%
28	Financial Symmetry Inc	184,504184,504	$9M	—	ADD 25%
29	Tumwater Wealth Management, LLC	184,420184,420	$9M	—	ADD 18%
30	WEALTHSPAN PARTNERS, LLC	159,183159,183	$8M	—	TRIM -7%
31	Creative Planning	152,697152,697	$8M	—	ADD 48%
32	Arkadios Wealth Advisors	151,658151,658	$8M	—	TRIM -10%
33	Ruedi Wealth Management, Inc.	151,021151,021	$8M	—	TRIM -3%
34	Parkwoods Wealth Partners, LLC	148,262148,262	$8M	—	—
35	Mattern Wealth Management LLC	146,480146,480	$7M	—	TRIM -6%
36	CHOREO, LLC	145,713145,713	$7M	—	NEW
37	Shore Point Advisors, LLC	148,280148,280	$7M	—	ADD 6%
38	Cogent Private Wealth, Inc.	140,258140,258	$7M	—	ADD 34%
39	Leading Edge Financial Planning LLC	139,804139,804	$7M	—	ADD 6%
40	Wolfstich Capital, LLC	139,231139,231	$7M	—	TRIM -3%
41	Prime Capital Investment Advisors, LLC	129,381129,381	$7M	—	ADD 1730%
42	3 FACTOR INDEXING, LLC	127,718127,718	$6M	—	NEW
43	Beacon Pointe Advisors, LLC	126,456126,456	$6M	—	ADD 70%
44	Torren Management, LLC	118,270118,270	$6M	—	ADD 154%
45	Index Fund Advisors, Inc.	115,300115,300	$6M	—	ADD 14%
46	Altiora Financial Group, LLC	109,301109,301	$6M	—	TRIM -39%
47	Strategic Investment Solutions, Inc. /IL	109,032109,032	$6M	—	TRIM -4%
48	Betterment LLC	103,113103,113	$5M	—	ADD 11%
49	JANE STREET GROUP, LLC	98,47298,472	$5M	—	ADD 22%
50	VANCE WEALTH, LLC	95,57595,575	$5M	—	ADD 45%
51	Apella Capital, LLC	94,18294,182	$5M	—	ADD 342%
52	AssuredPartners Investment Advisors, LLC	91,89291,892	$5M	—	ADD 2%
53	Dynamic Advisor Solutions LLC	91,26791,267	$5M	—	ADD 7%
54	Factor Wealth Management LTD	91,25291,252	$5M	—	TRIM -15%
55	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	89,93689,936	$5M	—	TRIM -9%
56	CITADEL ADVISORS LLC	87,79387,793	$4M	—	TRIM -22%
57	Kestra Advisory Services, LLC	83,04783,047	$4M	—	TRIM -4%
58	RAYMOND JAMES FINANCIAL INC	82,41082,410	$4M	—	ADD 49%
59	Coston, McIsaac & Partners	82,29582,295	$4M	—	TRIM -10%
60	BRIGHT FINANCIAL ADVISORS, INC.	82,02982,029	$4M	—	ADD 3%
61	Concord Wealth Partners	80,25580,255	$4M	—	—
62	Farther Finance Advisors, LLC	76,94676,946	$4M	—	ADD 49%
63	Navigoe, LLC	74,37874,378	$4M	—	ADD 42%
64	Financial Harvest, LLC	74,21874,218	$4M	—	ADD 37%
65	GREAT OAK CAPITAL PARTNERS, LLC	73,98573,985	$4M	—	ADD 12%
66	Strathmore Capital Advisors, Inc.	72,33772,337	$4M	—	—
67	Tower Research Capital LLC (TRC)	72,34072,340	$4M	—	ADD 1081%
68	FLOW TRADERS U.S. LLC	69,26669,266	$4M	—	ADD 740%
69	GK Wealth Management LLC	68,34168,341	$3M	—	NEW
70	DWR WEALTH MANAGEMENT, LLC	68,34168,341	$3M	—	ADD 47%
71	Moran Wealth Management, LLC	65,52565,525	$3M	—	TRIM -63%
72	VESTIA PERSONAL WEALTH ADVISORS	64,43864,438	$3M	—	ADD 18%
73	Quantum Financial Advisors, LLC	62,45562,455	$3M	—	TRIM -9%
74	FMB WEALTH MANAGEMENT	62,23262,232	$3M	—	—
75	Everest Financial Group LLC	60,38160,381	$3M	—	NEW
76	McIlrath & Eck, LLC	59,96159,961	$3M	—	ADD 52%
77	DRAVO BAY LLC	58,74658,746	$3M	—	TRIM -32%
78	Pathstone Holdings, LLC	56,68956,689	$3M	—	TRIM -2%
79	Burk Holdings LLC	50,05750,057	$3M	—	—
80	Tillman Hartley LLC	49,36249,362	$3M	—	NEW
81	SUSQUEHANNA INTERNATIONAL GROUP, LLP	48,15848,158	$2M	—	NEW
82	ATLas Financial Planning LLC	47,94147,941	$2M	—	—
83	OSAIC HOLDINGS, INC.	47,41447,414	$2M	—	ADD 366%
84	Aspen Capital Management, LLC	47,40347,403	$2M	—	NEW
85	Core Wealth Management, Inc.	46,79546,795	$2M	—	ADD 114%
86	STUDIO INVESTMENT MANAGEMENT LLC	45,52945,529	$2M	—	ADD 12%
87	LPL Financial LLC	42,87942,879	$2M	—	ADD 200%
88	MERCER GLOBAL ADVISORS INC /ADV	40,21240,212	$2M	—	—
89	Broadhurst Jeffrey B	39,41039,410	$2M	—	ADD 7%
90	LRI Investments, LLC	39,25439,254	$2M	—	ADD 20%
91	Applied Capital LLC	38,89038,890	$2M	—	TRIM -34%
92	Forza Wealth Management, LLC	38,20038,200	$2M	—	ADD 55%
93	Meredith Wealth Planning	36,30236,302	$2M	—	ADD 92%
94	Apollon Wealth Management, LLC	35,50035,500	$2M	—	TRIM -46%
95	HighTower Advisors, LLC	35,31035,310	$2M	—	ADD 24%
96	McCartney Wealth Management LLC	33,74033,740	$2M	—	TRIM -4%
97	Claris Financial LLC	33,69233,692	$2M	—	—
98	Balboa Wealth Partners	32,62732,627	$2M	—	ADD 8%
99	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	30,25130,251	$2M	—	ADD 19%
100	Focus Partners Advisor Solutions, LLC	29,81529,815	$2M	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Planning Center, Inc.

2.5M

2.8M

2.9M

3.1M

3.4M

3.6M

$180M

Prudent Man Investment Management, Inc.

1.1M

1.6M

$81M

Root Financial Partners, LLC

389K

530K

609K

956K

1.3M

1.5M

$77M

Vise Technologies, Inc.

—

295K

1.2M

$59M

Financial Plan, Inc.

—

895K

818K

$41M

SJS Investment Consulting Inc.

249K

381K

414K

601K

643K

738K

$37M

SC&H Financial Advisors, Inc.

181K

438K

563K

534K

539K

607K

$31M

DiNuzzo Private Wealth, Inc.

351K

389K

405K

448K

566K

568K

$29M

PHILLIPS FINANCIAL MANAGEMENT, LLC

225K

295K

291K

410K

454K

515K

$26M

Sterling Wealth Management, Inc.

499K

—

460K

473K

472K

495K

$25M

American Capital Advisory, LLC

279K

301K

322K

343K

350K

484K

$25M

Chicago Partners Investment Group LLC

304K

398K

448K

515K

505K

409K

$21M

Savant Capital, LLC

123K

282K

299K

385K

415K

409K

$21M

Rachor Investment Advisory Services, LLC

—

373K

384K

$19M

Three Arch Wealth Management LLC

—

346K

363K

$18M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	190	23,604,010	—	$1.2B
2025-Q4	167	21,536,863	—	$1.1B
2025-Q3	137	15,657,387	—	$795M
2025-Q2	126	13,963,366	—	$709M
2025-Q1	111	12,243,643	—	$621M
2024-Q4	90	10,879,944	—	$550M
2024-Q3	58	7,419,389	—	$377M
2024-Q2	47	6,354,639	—	$322M
2024-Q1	32	2,911,883	—	$147M
2023-Q4	22	1,388,152	—	$70M
2023-Q3	5	406,006	—	$20M

Short interest has its own tab now — open SI →

DUSB☆

Institutional ownership· 13F filers holding DUSB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding DUSB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

DUSB