DHF — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Pathstone Holdings, LLC | $24,159,988 | 9,983,466 | 45.52% | Shares |
| MORGAN STANLEY | $4,487,843 | 1,854,479 | 8.46% | Shares |
| Advisors Asset Management, Inc. | $2,861,494 | 1,153,828 | 5.39% | Shares |
| Bulldog Investors, LLP | $2,647,306 | 1,093,928 | 4.99% | Shares |
| 1607 Capital Partners, LLC | $2,576,799 | 1,064,793 | 4.86% | Shares |
| Invesco Ltd. | $2,403,588 | 993,218 | 4.53% | Shares |
| Allspring Global Investments Holdings, LLC | $2,381,207 | 983,970 | 4.49% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $1,678,548 | 693,615 | 3.16% | Shares |
| LPL Financial LLC | $1,400,031 | 578,525 | 2.64% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1,373,171 | 567,426 | 2.59% | Shares |
| Fiera Capital Corp | $1,187,533 | 490,716 | 2.24% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,141,646 | 471,755 | 2.15% | Shares |
| Wela Strategies, LLC | $495,506 | 191,315 | 0.93% | Shares |
| Capital Investment Advisors, LLC | $483,419 | 199,760 | 0.91% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $366,412 | 151,410 | 0.69% | Shares |
| Cetera Investment Advisers | $282,395 | 116,691 | 0.53% | Shares |
| OSAIC HOLDINGS, INC. | $281,510 | 116,331 | 0.53% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $252,870 | 104,493 | 0.48% | Shares |
| Almitas Capital LLC | $192,789 | 79,665 | 0.36% | Shares |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $189,218 | 78,189 | 0.36% | Shares |
| RAYMOND JAMES FINANCIAL INC | $153,510 | 63,434 | 0.29% | Shares |
| Closed-End Fund Advisors, Inc. | $113,118 | 46,743 | 0.21% | Shares |
| WELLS FARGO & COMPANY/MN | $112,311 | 46,409 | 0.21% | Shares |
| XTX Topco Ltd | $111,136 | 45,924 | 0.21% | Shares |
| MML INVESTORS SERVICES, LLC | $108,156 | 44,693 | 0.20% | Shares |
| Shulman DeMeo Asset Management LLC | $106,935 | 44,188 | 0.20% | Shares |
| UBS Group AG | $98,751 | 40,806 | 0.19% | Shares |
| NewEdge Advisors, LLC | $83,732 | 34,600 | 0.16% | Shares |
| JANE STREET GROUP, LLC | $82,568 | 34,119 | 0.16% | Shares |
| Mutual Advisors, LLC | $80,755 | 33,370 | 0.15% | Shares |
| HighTower Advisors, LLC | $78,449 | 32,417 | 0.15% | Shares |
| LEVIN CAPITAL STRATEGIES, L.P. | $72,600 | 30,000 | 0.14% | Shares |
| Advance Capital Management, Inc. | $72,600 | 30,000 | 0.14% | Shares |
| PFG Investments, LLC | $72,319 | 29,884 | 0.14% | Shares |
| Shaker Financial Services, LLC | $71,475 | 29,535 | 0.13% | Shares |
| Garner Asset Management Corp | $57,310 | 23,682 | 0.11% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52,216 | 21,577 | 0.10% | Shares |
| Carter Financial Group, INC. | $50,252 | 20,765 | 0.09% | Shares |
| H D Vest Advisory Services | $49,230 | 18,935 | 0.09% | Shares |
| Curated Wealth Partners LLC | $42,870 | 17,715 | 0.08% | Shares |
| Fermata Advisors, LLC | $41,544 | 17,167 | 0.08% | Shares |
| Sowell Financial Services LLC | $40,626 | 16,787 | 0.08% | Shares |
| Avior Wealth Management, LLC | $39,211 | 16,203 | 0.07% | Shares |
| J.W. COLE ADVISORS, INC. | $39,077 | 16,147 | 0.07% | Shares |
| Baird Financial Group, Inc. | $36,692 | 15,162 | 0.07% | Shares |
| BANK OF AMERICA CORP /DE/ | $36,300 | 15,000 | 0.07% | Shares |
| Congress Wealth Management LLC / DE / | $33,800 | 13,000 | 0.06% | Shares |
| SENTINEL PENSION ADVISORS, LLC | $33,704 | 13,927 | 0.06% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $33,377 | 13,792 | 0.06% | Shares |
| Focus Partners Wealth | $29,861 | 12,339 | 0.06% | Shares |
| CHOREO, LLC | $28,111 | 11,616 | 0.05% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $27,238 | 11,255 | 0.05% | Shares |
| Merit Financial Group, LLC | $26,855 | 11,097 | 0.05% | Shares |
| Howard Capital Management Group, LLC | $24,200 | 10,000 | 0.05% | Shares |
| Global Retirement Partners, LLC | $18,484 | 7,638 | 0.03% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $11,208 | 4,631,423 | 0.02% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $9,600 | 4,000 | 0.02% | Shares |
| PNC Financial Services Group, Inc. | $9,114 | 3,766 | 0.02% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $6,677 | 2,759 | 0.01% | Shares |
| PFS Partners, LLC | $5,961 | 2,463 | 0.01% | Shares |
| Hilltop National Bank | $4,840 | 2,000 | 0.01% | Shares |
| ASSETMARK, INC | $4,446 | 1,837 | 0.01% | Shares |
| ORG Partners LLC | $3,486 | 1,406 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $3,025 | 1,250 | 0.01% | Shares |
| WPG Advisers, LLC | $2,693 | 1,113 | 0.01% | Shares |
| IFG Advisory, LLC | $2,420 | 1,000 | 0.00% | Shares |
| Axiom Investment Management LLC | $2,068 | 854 | 0.00% | Shares |
| Stone House Investment Management, LLC | $1,336 | 552 | 0.00% | Shares |
| CIBC Private Wealth Group LLC | $1,295 | 500 | 0.00% | Shares |
| North Star Investment Management Corp. | $1,210 | 500 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $1,026 | 423,805 | 0.00% | Shares |
| COMERICA BANK | $457 | 184 | 0.00% | Shares |
| FIFTH THIRD BANCORP | $410 | 169 | 0.00% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $242 | 100 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $42 | 17,301 | 0.00% | Shares |
| Kilter Group LLC | $1 | 0 | 0.00% | Shares |