HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DOUG Share Count | ||||
| Nisa Investment Advisors LLC | 134 | 848 | +714 | +532.84% |
| FMR LLC | 1,712 | 5,246 | +3,534 | +206.43% |
| PFS Partners LLC | 2,366 | 7,144 | +4,778 | +201.94% |
| GSA Capital Partners LLP | 362,695 | 786,570 | +423,875 | +116.87% |
| Group One Trading L.P. | 3,659 | 7,382 | +3,723 | +101.75% |
| Simplex Trading LLC | 7,048 | 14,133 | +7,085 | +100.52% |
| First Horizon Advisors Inc. | 4,471 | 8,414 | +3,943 | +88.19% |
| Clifford Capital Partners LLC | 188,276 | 291,881 | +103,605 | +55.03% |
| Allspring Global Investments Holdings LLC | 894 | 1,325 | +431 | +48.21% |
| Nuveen Asset Management LLC | 518,158 | 756,528 | +238,370 | +46.00% |
| Citigroup Inc. | 11,228 | 15,217 | +3,989 | +35.53% |
| Los Angeles Capital Management & Equity Research Inc. | 149,320 | 190,550 | +41,230 | +27.61% |
| Diversified Investment Strategies LLC | 385,013 | 462,263 | +77,250 | +20.06% |
| Renaissance Technologies LLC | 3,730,404 | 4,424,404 | +694,000 | +18.60% |
| Susquehanna International Group LLP | 58,623 | 69,068 | +10,445 | +17.82% |
| SG Americas Securities LLC | 42,705 | 49,392 | +6,687 | +15.66% |
| Connor Clark & Lunn Investment Management Ltd. | 345,468 | 395,079 | +49,611 | +14.36% |
| Thompson Siegel & Walmsley LLC | 120,345 | 135,622 | +15,277 | +12.69% |
| ProShare Advisors LLC | 13,420 | 14,568 | +1,148 | +8.55% |
| Accretive Wealth Partners LLC | 35,010 | 37,510 | +2,500 | +7.14% |
| Vanguard Group Inc. | 3,579,621 | 3,789,014 | +209,393 | +5.85% |
| Wells Fargo & Company MN | 62,078 | 64,292 | +2,214 | +3.57% |
| Rhumbline Advisers | 121,616 | 124,350 | +2,734 | +2.25% |
| JustInvest LLC | 20,167 | 20,511 | +344 | +1.71% |
| Bank of New York Mellon Corp | 1,838,757 | 1,853,579 | +14,822 | +0.81% |
| Geode Capital Management LLC | 1,665,955 | 1,671,157 | +5,202 | +0.31% |
| 13F Filers Reporting New Positions In DOUG | ||||
| Sawgrass Asset Management LLC | 0 | 14,887 | +14,887 | +100% |
| CIBC Private Wealth Group LLC | 0 | 53 | +53 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 730 | +730 | +100% |
| CWM LLC | 0 | 5 | +5 | +100% |
| Mirae Asset Global Investments Co. Ltd. | 0 | 30,205 | +30,205 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 23 | +23 | +100% |
| SpiderRock Advisors LLC | 0 | 10,723 | +10,723 | +100% |
| Simplicity Wealth LLC | 0 | 10,888 | +10,888 | +100% |
| Bleakley Financial Group LLC | 0 | 10,888 | +10,888 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| The PNC Financial Services Group Inc. | 4,802 | 4,802 | UNCH | 0.00% |
| Proequities Inc. | 560 | 560 | UNCH | 0.00% |
| New York State Common Retirement Fund | 24,720 | 24,720 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 139 | 139 | UNCH | 0.00% |
| Bank of Montreal Can | 272,454 | 272,454 | UNCH | 0.00% |
| Victory Capital Management Inc. | 230,057 | 230,057 | UNCH | 0.00% |
| Ameritas Investment Partners Inc. | 5,913 | 5,913 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 56 | 56 | UNCH | 0.00% |
| North Star Investment Management Corp. | 1,548 | 1,548 | UNCH | 0.00% |
| Allworth Financial LP | 355 | 355 | UNCH | 0.00% |
| Sound Income Strategies LLC | 3 | 3 | UNCH | 0.00% |
| Versant Capital Management Inc | 7 | 7 | UNCH | 0.00% |
| Lindbrook Capital LLC | 2,285 | 2,285 | UNCH | 0.00% |
| Mine & Arao Wealth Creation & Management LLC. | 105 | 105 | UNCH | 0.00% |
| Scarborough Advisors LLC | 99 | 99 | UNCH | 0.00% |
| Newton One Investments LLC | 69 | 69 | UNCH | 0.00% |
| Spire Wealth Management | 1,163 | 1,163 | UNCH | 0.00% |
| Coston McIsaac & Partners | 223 | 223 | UNCH | 0.00% |
| New England Capital Financial Advisors LLC | 362 | 362 | UNCH | 0.00% |
| 13F Filers Decreasing DOUG Share Count | ||||
| Acadian Asset Management LLC | 32,098 | 6 | -32,092 | -99.98% |
| Russell Investments Group Ltd. | 1,108,053 | 25,873 | -1,082,180 | -97.67% |
| Charles Schwab Investment Management Inc. | 1,605,081 | 204,399 | -1,400,682 | -87.27% |
| Amalgamated Bank | 6,909 | 2,596 | -4,313 | -62.43% |
| JPMorgan Chase & Co. | 140,423 | 57,453 | -82,970 | -59.09% |
| Envestnet Asset Management Inc. | 58,873 | 25,518 | -33,355 | -56.66% |
| XTX Topco Ltd | 252,007 | 157,320 | -94,687 | -37.57% |
| Quantbot Technologies LP | 23,681 | 15,298 | -8,383 | -35.40% |
| Susquehanna Portfolio Strategies LLC | 263,563 | 174,404 | -89,159 | -33.83% |
| Cambridge Investment Research Advisors Inc. | 23,375 | 17,295 | -6,080 | -26.01% |
| Sei Investments Co. | 66,193 | 55,354 | -10,839 | -16.37% |
| Advisor Group Holdings Inc. | 85,514 | 72,827 | -12,687 | -14.84% |
| Heartland Advisors Inc. | 600,000 | 524,075 | -75,925 | -12.65% |
| Dimensional Fund Advisors LP | 1,849,604 | 1,695,673 | -153,931 | -8.32% |
| US Bancorp DE | 14,961 | 13,742 | -1,219 | -8.15% |
| Strs Ohio | 17,850 | 16,750 | -1,100 | -6.16% |
| State Board of Administration of Florida Retirement System | 30,079 | 28,561 | -1,518 | -5.05% |
| Creative Planning | 12,592 | 12,024 | -568 | -4.51% |
| BlackRock Inc. | 5,736,333 | 5,625,676 | -110,657 | -1.93% |
| American International Group Inc. | 40,303 | 39,961 | -342 | -0.85% |
| LPL Financial LLC | 25,735 | 25,558 | -177 | -0.69% |
| UBS Group AG | 92,670 | 92,479 | -191 | -0.21% |
| 13F Filers Exiting DOUG | ||||
| Private Wealth Management Group LLC | 213 | 0 | -213 | -100.00% |
| Rogco LP | 175 | 0 | -175 | -100.00% |
| Venture Visionary Partners LLC | 16,870 | 0 | -16,870 | -100.00% |
| Stratos Wealth Partners LTD. | 17,335 | 0 | -17,335 | -100.00% |
| Focused Wealth Management Inc | 145 | 0 | -145 | -100.00% |
| Advisory Services Network LLC | 2,124 | 0 | -2,124 | -100.00% |
| HRT Financial LP | 225,478 | 0 | -225,478 | -100.00% |
| HighTower Advisors LLC | 53,661 | 0 | -53,661 | -100.00% |
| Avantax Advisory Services Inc. | 10,718 | 0 | -10,718 | -100.00% |
| Private Trust Co. NA | 1,583 | 0 | -1,583 | -100.00% |
| Principal Financial Group Inc. | 10,210 | 0 | -10,210 | -100.00% |
| Truist Financial Corp | 14,385 | 0 | -14,385 | -100.00% |
See Summary: Institutional Holders of DOUG
See Details: Top 10 Hedge Funds Holding DOUG
Also See: DOUG Insider Buying
