Institutional Ownership Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 426,370 shares, which have been reported (via 13F filing form) to have a value of $15.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,387
shares
|
$8.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,399
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,793
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2022
Added 27.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
26,060
shares
|
$931,645
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
22,743
shares
|
$813,062
0.0% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,464
shares
|
$302,588
0.0% of portfolio
|
Q4 2024
Reduced 57.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,700
shares
|
$239,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,662
shares
|
$95,166
0.0% of portfolio
|
Q4 2024
Reduced 88.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,151
shares
|
$76,898
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,109
shares
|
$75,396
0.0% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,741
shares
|
$62,240
0.0% of portfolio
|
Q4 2024
Reduced 57.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
161
shares
|
$5,755
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q4 2024
New holding
|