On this page, we present all of the funds holding DBEZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DBEZ, with a link to that fund's top holdings. The next columns indicate the amount of DBEZ stock held by each of the funds holding DBEZ, followed by the DBEZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding DBEZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Affinity Wealth Management LLC. For more details on the positions held by Affinity Wealth Management LLC (or by any of the other funds holding DBEZ), click the fund name in the "Holder" column of the funds-holding-DBEZ table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Affinity Wealth Management LLC | 431,385 | $19,912 | 03/31/2024 |
DBEZ | 431,385 | $19,912 | 03/31/2024 |
LPL Financial LLC | 84,843 | $3,561 | 12/31/2023 |
DBEZ | 84,843 | $3,561 | 12/31/2023 |
Citadel Advisors LLC | 69,073 | $2,899 | 12/31/2023 |
DBEZ | 69,073 | $2,899 | 12/31/2023 |
Jane Street Group LLC | 63,663 | $2,672 | 12/31/2023 |
DBEZ | 63,663 | $2,672 | 12/31/2023 |
Morgan Stanley | 34,861 | $1,463 | 12/31/2023 |
DBEZ | 34,861 | $1,463 | 12/31/2023 |
OLD Mission Capital LLC | 28,569 | $1,199 | 12/31/2023 |
DBEZ | 28,569 | $1,199 | 12/31/2023 |
Bank of America Corp DE | 25,644 | $1,076 | 12/31/2023 |
DBEZ | 25,644 | $1,076 | 12/31/2023 |
KKM Financial LLC | 13,731 | $576 | 12/31/2023 |
DBEZ | 13,731 | $576 | 12/31/2023 |
Atria Wealth Solutions Inc. | 12,181 | $511 | 12/31/2023 |
DBEZ | 12,181 | $511 | 12/31/2023 |
Cetera Advisors LLC | 8,860 | $372 | 12/31/2023 |
DBEZ | 8,860 | $372 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,871 | $79 | 12/31/2023 |
DBEZ | 1,871 | $79 | 12/31/2023 |
Bank of Montreal Can | 400 | $17 | 12/31/2023 |
DBEZ | 400 | $17 | 12/31/2023 |
Harbour Investments Inc. | 323 | $14 | 12/31/2023 |
DBEZ | 323 | $14 | 12/31/2023 |
Advisory Services Network LLC | 210 | $9 | 12/31/2023 |
DBEZ | 210 | $9 | 12/31/2023 |
UBS Group AG | 70 | $3 | 12/31/2023 |
DBEZ | 70 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
DBEZ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DBEZ
See Details: Top 10 Hedge Funds Holding DBEZ
Also See: DBEZ Holdings Changes
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