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Funds Holding DBEZ

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Affinity Wealth Management LLC431,385$19,912 03/31/2024
     DBEZ431,385$19,912 03/31/2024
LPL Financial LLC84,843$3,561 12/31/2023
     DBEZ84,843$3,561 12/31/2023
Citadel Advisors LLC69,073$2,899 12/31/2023
     DBEZ69,073$2,899 12/31/2023
Jane Street Group LLC63,663$2,672 12/31/2023
     DBEZ63,663$2,672 12/31/2023
Morgan Stanley34,861$1,463 12/31/2023
     DBEZ34,861$1,463 12/31/2023
OLD Mission Capital LLC28,569$1,199 12/31/2023
     DBEZ28,569$1,199 12/31/2023
Bank of America Corp DE25,644$1,076 12/31/2023
     DBEZ25,644$1,076 12/31/2023
KKM Financial LLC13,731$576 12/31/2023
     DBEZ13,731$576 12/31/2023
Atria Wealth Solutions Inc.12,181$511 12/31/2023
     DBEZ12,181$511 12/31/2023
Cetera Advisors LLC8,860$372 12/31/2023
     DBEZ8,860$372 12/31/2023
Advisor Group Holdings Inc.1,871$79 12/31/2023
     DBEZ1,871$79 12/31/2023
Bank of Montreal Can400$17 12/31/2023
     DBEZ400$17 12/31/2023
Harbour Investments Inc.323$14 12/31/2023
     DBEZ323$14 12/31/2023
Advisory Services Network LLC210$9 12/31/2023
     DBEZ210$9 12/31/2023
UBS Group AG70$3 12/31/2023
     DBEZ70$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     DBEZ0$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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