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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
9 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
188 filers reported a long position in DUSB for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Planning Center, Inc. | $186.8M | 3.7M | +3.5% |
| Root Financial Partners, LLC | $94.8M | 1.9M | +23.2% |
| Vise Technologies, Inc. | $90.7M | 1.8M | +53.7% |
| Prudent Man Investment Management, Inc. | $79.6M | 1.6M | -1.6% |
| Savant Capital, LLC | $51.8M | 1M | +149.2% |
| Financial Harvest, LLC | $42.2M | 831.4K | +1,020.2% |
| SJS Investment Consulting Inc. | $37.5M | 738K | 0% |
| SC&H Financial Advisors, Inc. | $32.8M | 645.9K | +6.4% |
| DiNuzzo Private Wealth, Inc. | $31.7M | 623.8K | +9.8% |
| American Capital Advisory, LLC | $26M | 511.9K | +5.9% |
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