Institutional Holders (2026 Q2)
419 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DXJ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | JBGlobal.com LLC | 11.32% | 74,610 | $12.9M |
| 2 | Madrid Financial Services | 5.62% | 61,163 | $10.6M |
| 3 | New Vernon Capital Holdings II LLC | 5.51% | 57,605 | $10.0M |
| 4 | Rice Partnership, LLC | 4.14% | 196,780 | $34.1M |
| 5 | Langley Wealth Management, LLC | 3.53% | 3,091 | $536K |
| 6 | Robinhood Asset Management, LLC | 2.94% | 317,194 | $55.0M |
| 7 | Guardian Point Capital, LP | 2.67% | 50,000 | $8.7M |
| 8 | Avid Wealth Partners LLC | 2.60% | 30,939 | $5.4M |
| 9 | Berkeley, Inc | 2.46% | 45,188 | $7.8M |
| 10 | Sharper & Granite LLC | 2.40% | 44,588 | $7.7M |
| 11 | Sharpepoint LLC | 2.38% | 27,410 | $4.8M |
| 12 | Evernest Financial Advisors, LLC | 2.38% | 65,507 | $11.4M |
| 13 | Innovative Advisory Group, LLC | 2.32% | 17,642 | $3.1M |
| 14 | Permanens Capital L.P. | 2.25% | 125,863 | $21.8M |
| 15 | Precedent Wealth Partners, LLC | 2.20% | 76,074 | $13.2M |
| 16 | Wealth Enhancement Trust Services, Inc. | 2.14% | 117,618 | $17.0M |
| 17 | Karnit Road Accident Victims Compensation Fund | 1.89% | 19,156 | $3.3M |
| 18 | Copia Wealth Management | 1.84% | 17,623 | $3.1M |
| 19 | Moulton Wealth Management, Inc | 1.69% | 14,622 | $2.6M |
| 20 | Dala Group, LLC | 1.59% | 11,144 | $1.9M |
| 21 | Bearing Point Capital, LLC | 1.57% | 66,925 | $11.6M |
| 22 | Algorithmic Investment Models, LLC | 1.55% | 7,722 | $1.3M |
| 23 | Almanack Investment Partners, LLC. | 1.53% | 69,389 | $12.0M |
| 24 | Warner Group LLC | 1.46% | 34,195 | $5.9M |
| 25 | Payne Capital LLC | 1.25% | 8,667 | $1.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|