Institutional Holders (2026 Q1)
67 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBJP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Partners Capital Investment Group, LLP | 2.49% | 655,348 | $66.2M |
| 2 | Affinity Wealth Management LLC | 2.25% | 146,908 | $14.8M |
| 3 | Ameliora Wealth Management Ltd. | 1.80% | 55,876 | $5.6M |
| 4 | Elevatus Welath Management | 0.86% | 16,150 | $1.6M |
| 5 | Financial Enhancement Group LLC | 0.44% | 32,743 | $3.6M |
| 6 | Silvia Mccoll Wealth Management, LLC | 0.23% | 3,500 | $354K |
| 7 | KKM Financial LLC | 0.22% | 13,187 | $1.2M |
| 8 | Next Level Private LLC | 0.19% | 8,492 | $858K |
| 9 | Onyx Bridge Wealth Group LLC | 0.19% | 17,634 | $1.8M |
| 10 | Certuity, LLC | 0.16% | 23,485 | $2.4M |
| 11 | Laurel Oak Wealth Management, LLC | 0.16% | 9,141 | $923K |
| 12 | GFG Capital, LLC | 0.14% | 4,186 | $423K |
| 13 | Robertson Stephens Wealth Management, LLC | 0.12% | 41,998 | $4.2M |
| 14 | Almanack Investment Partners, LLC. | 0.09% | 5,250 | $530K |
| 15 | Noesis Capital Mangement Corp | 0.06% | 4,248 | $429K |
| 16 | Sheets Smith Wealth Management | 0.05% | 4,713 | $476K |
| 17 | International Assets Investment Management, LLC | 0.04% | 6,130 | $636K |
| 18 | Summit Financial, LLC | 0.04% | 30,257 | $3.1M |
| 19 | Cookson Peirce & Co Inc | 0.04% | 8,206 | $829K |
| 20 | First United Bank & Trust | 0.03% | 1,000 | $101K |
| 21 | Ameriprise Financial Inc | 0.02% | 896,902 | $90.9M |
| 22 | Deutsche Bank Ag\ | 0.01% | 300,146 | $30.3M |
| 23 | CIBC Bancorp USA Inc. | 0.01% | 62,000 | $6.3M |
| 24 | First Citizens Bank & Trust Co | 0.01% | 3,889 | $393K |
| 25 | Colonial Trust Co / SC | 0.01% | 400 | $40K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|