DJP institutional holders

BARCLAYS BANK PLC · 13F, 2026Q2

Managers holding139
Shares held12,524,961
Reported value$549.2m
Quarter flows15 new, 39 added, 50 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BLB&B Advisors, LLC2,353,733$102.9m3.8%
Cassaday & Co Wealth Management LLC1,376,491$60.2m1.1%
CIBC Bancorp USA Inc.1,357,750$59.3m0.1%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC710,414$31.1m1.7%
DIMENSION CAPITAL MANAGEMENT LLC478,880$20.9m2.5%
Badgley Phelps Wealth Managers, LLC457,278$20.0m0.4%
Cambridge Investment Research Advisors, Inc.363,930$15.9m0.0%
BNP PARIBAS FINANCIAL MARKETS331,604$14.5m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC259,765$11.7m0.0%
Global Endowment Management, LP254,683$11.1m1.1%
SAX WEALTH ADVISORS, LLC214,572$10.3m0.4%
JPMORGAN CHASE & CO215,325$9.3m0.0%
CERTUITY, LLC204,390$8.9m0.4%
UNIQUE WEALTH, LLC203,147$8.9m1.0%
Ironwood Wealth Management, LLC.200,360$8.8m1.9%
Heartland Bank & Trust Co197,654$8.6m1.8%
CoreCap Advisors, LLC194,331$8.5m0.3%
Legend Financial Advisors, Inc.192,783$8.4m4.8%
CULTIVAR CAPITAL, INC.183,482$8.0m5.2%
AMERIPRISE FINANCIAL INC179,598$7.8m0.0%
ACIMA PRIVATE WEALTH, LLC162,587$7.1m2.1%
FIRST FOUNDATION ADVISORS146,170$6.4m0.2%
COMMONWEALTH EQUITY SERVICES, LLC142,999$6.3m0.0%
Waverly Advisors, LLC117,469$5.1m0.0%
Ackerman Capital Advisors, LLC113,761$5.0m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DJP"). DJP price history · All 13F data

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