Vault-13

DEFINITIVE HEALTHCARE CORP DH

CLASS A COM · Common Stock · CUSIP 24477E103

121 institutional holders -2 vs Q4 2025
89,230,02689.2m shares reported held*
84.6% of all shares outstanding*
$109.9mreported value*
22 new 40 added 35 reduced 25 sold out net sold ≈ $1.4m (-1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($47.5k this quarter). Holder counts are more reliable. Shares outstanding: 105.5m as of 2026-05-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.23. Options: 1 managers hold calls ($2.8k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 123Q4 22: 138Q1 23: 146Q2 23: 138Q3 23: 135Q4 23: 139Q1 24: 144Q2 24: 145Q3 24: 126Q4 24: 129Q1 25: 137Q2 25: 123Q3 25: 129Q4 25: 123Q1 26: 121121Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022123
Q4 2022138
Q1 2023146
Q2 2023138
Q3 2023135
Q4 2023139
Q1 2024144
Q2 2024145
Q3 2024126
Q4 2024129
Q1 2025137
Q2 2025123
Q3 2025129
Q4 2025123
Q1 2026121

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 90 bought or addedQ2 24: 72 cut or sold outQ3 24: 59 bought or addedQ3 24: 78 cut or sold outQ3 24Q4 24: 66 bought or addedQ4 24: 55 cut or sold outQ1 25: 72 bought or addedQ1 25: 63 cut or sold outQ1 25Q2 25: 66 bought or addedQ2 25: 72 cut or sold outQ3 25: 49 bought or addedQ3 25: 74 cut or sold outQ3 25Q4 25: 52 bought or addedQ4 25: 79 cut or sold outQ1 26: 62 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20249072
Q3 20245978
Q4 20246655
Q1 20257263
Q2 20256672
Q3 20254974
Q4 20255279
Q1 20266260

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ2 25 calls: $134.0kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $50.3kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $40.5kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $2.8kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$134.0k$00.00
Q3 2025$50.3k$00.00
Q4 2025$40.5k$00.00
Q1 2026$2.8k$00.00

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +258,295+258.3k
Squarepoint Ops LLC New +239,941+239.9k
GEODE CAPITAL MANAGEMENT, LLC Added +206,690+206.7k
ACADIAN ASSET MANAGEMENT LLC Added +192,498+192.5k
CITADEL ADVISORS LLC Added +143,108+143.1k
AQR CAPITAL MANAGEMENT LLC Added +138,336+138.3k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +104,355+104.4k
GOLDMAN SACHS GROUP INC Added +101,949+101.9k
BARCLAYS PLC Added +98,131+98.1k
GSA CAPITAL PARTNERS LLP Added +96,922+96.9k

Biggest sellers

MORGAN STANLEY Reduced -699,345-699.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -272,695-272.7k
DIMENSIONAL FUND ADVISORS LP Reduced -251,434-251.4k
UBS Group AG Reduced -249,310-249.3k
Inspire Investing, LLC Reduced -230,786-230.8k
JANE STREET GROUP, LLC Reduced -217,808-217.8k
Connor, Clark & Lunn Investment Management Ltd. Reduced -183,843-183.8k
Verition Fund Management LLC Sold out -147,728-147.7k
TWO SIGMA ADVISERS, LP Sold out -142,400-142.4k
STATE STREET CORP Reduced -122,505-122.5k

Biggest calls

GROUP ONE TRADING LLC Unchanged $2.8k2.3k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ADVENT INTERNATIONAL, L.P. 13D · may seek influence no change · filed 2026-10-01
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to insert the following at the end thereof: Confidentiality Agreement On September 29, 2026, Advent LP entered into a confidentiality agreement (the "NDA") with the Issuer. The NDA provides that Advent LP generally will not disclose confidential information to any other person, except to its representatives and Mr. Krantz, other third parties with respect to which the Issuer provides prior written approval and potential funding sources with respect to which the Issuer provides written approval, among others, and will not use confidential information except for the purpose of considering, evaluating and negotiating a transaction with the Issuer. The NDA also includes a 12-month non-solicitation provision with respect to the Iss… Full filing
58.5% no change 62.5m≈ $51.9m 2026-10-01
Krantz Jason Ronald 13D · may seek influence +0.7 pts · filed 2026-09-02
Stated purposeSince February of 2022, the Reporting Person has filed a Statement of Beneficial Ownership on Schedule 13G and amendments thereto with respect to his beneficial ownership in the Issuer. As a result of the Proposal by the Advent Funds described below, which is premised on the Reporting Person's participation through a roll over arrangement, the Reporting Person is now converting his beneficial ownership filing on Schedule 13G to a filing on this Schedule 13D. On September 1, 2026, Advent International, L.P., on behalf of certain of its managed funds (the "Advent Funds"), submitted a preliminary non-binding indication of interest ("Proposal") to the Special Committee (the "Special Committee") of the Board of Directors of the Issuer related to the proposed acquisition by the Advent Funds of … Full filing
17.6% +0.7 pts 22.5m≈ $17.2m 2026-09-02
GOLDMAN SACHS GROUP INC 13G · institution -2.0 pts · filed 2026-02-09 5.7% -2.0 pts 5.9m≈ $4.9m 2026-02-09

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—1$211.5k—
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Advent International, L.P. 1.81% of their portfolio BOSTON, MA 62,493,67662.5m $76.9m $76.9m 1.81% Unchanged
2 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,043,9006.0m $7.4m $7.4m 0.00% Added +101.9k +101,949
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,985,5673.0m $3.7m $3.7m 0.00% Added +80.9k +80,879
4 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 2,099,5512.1m $2.6m $2.6m 0.00% Added +31.9k +31,863
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,866,3291.9m $2.3m $2.3m 0.00% First filing
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,666,3691.7m $2.0m $2.0m 0.00% Reduced -251.4k -251,434
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,179,6941.2m $1.5m $1.5m 0.00% Added +206.7k +206,690
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 856,178856.2k $1.1m $1.1m 0.00% Reduced -122.5k -122,505
9 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 702,023702.0k $863.5k $863.5k 0.00% Added +138.3k +138,336
10 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 590,382590.4k $726.2k $726.2k 0.00% Added +258.3k +258,295
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 511,140511.1k $628.7k $628.7k 0.00% Reduced -16.5k -16,500
12 Inspire Investing, LLC 0.03% of their portfolio MERIDIAN, ID 468,181468.2k $575.9k $575.9k 0.03% Reduced -230.8k -230,786
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 435,884435.9k $536.1k $536.1k 0.00% Added +612 +612
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 433,408433.4k $533.1k $533.1k 0.00% Added +143.1k +143,108
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 428,942428.9k $527.6k $527.6k 0.00% Reduced -272.7k -272,695
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 424,301424.3k $521.9k $521.9k 0.00% Reduced -699.3k -699,345
17 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 335,697335.7k $413.0k $413.0k 0.03% Added +96.9k +96,922
18 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 326,480326.5k $401.6k $401.6k 0.00% Added +98.1k +98,131
19 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 299,473299.5k $368.4k $368.4k 0.00% Added +104.4k +104,355
20 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 286,661286.7k $352.6k $352.6k 0.00% First filing
21 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 260,606260.6k $320.5k $320.5k 0.00% First filing
22 PINNACLE ASSOCIATES LTD 0.00% of their portfolio NEW YORK, NY 260,000260.0k $319.8k $319.8k 0.00% Reduced -12 -12
23 Pinnacle Wealth Management Advisory Group, LLC 0.02% of their portfolio RED BANK, NJ 260,000260.0k $319.8k $319.8k 0.02% Reduced -12 -12
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 249,650249.7k $307.1k $307.1k 0.00% Reduced -109.3k -109,273
25 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 239,941239.9k $295.1k $295.1k 0.00% New
26 CLARK ESTATES INC/NY 0.07% of their portfolio NEW YORK, NY 239,630239.6k $294.7k $294.7k 0.07% Unchanged
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 233,581233.6k $287.3k $287.3k 0.00% Added +95.8k +95,757
28 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 203,322203.3k $249.0k $249.0k 0.00% Added +192.5k +192,498
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 194,849194.8k $239.7k $239.7k 0.00% Reduced -21.4k -21,365
30 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.00% of their portfolio New York, NY 165,000165.0k $202.9k $202.9k 0.00% Unchanged
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 164,146164.1k $201.9k $201.9k 0.00% Added +58.2k +58,199
32 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 123,390123.4k $354.1k $354.1k 0.00% Unchanged
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 121,558121.6k $149.5k $149.5k 0.00% Added +4.1k +4,131
34 Cambria Investment Management, L.P. 0.01% of their portfolio Manhattan Beach, CA 117,196117.2k $144.2k $144.2k 0.01% Added +45.1k +45,075
35 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 114,580114.6k $140.9k $140.9k 0.00% Added +1.2k +1,196
36 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 93,21993.2k $114.7k $114.7k 0.00% Added +10.0k +10,033
37 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 92,95993.0k $114.3k $114.3k 0.00% First filing
38 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 90,26590.3k $111.0k $111.0k 0.00% Added +54.7k +54,700
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 77,62077.6k $95.5k $95.5k 0.00% Reduced -249.3k -249,310
40 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 75,30075.3k $92.6k $92.6k 0.00% Unchanged
41 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 73,51973.5k $90.4k $90.4k 0.00% Reduced -79.9k -79,919
42 Flywheel Private Wealth LLC 0.05% of their portfolio Los Altos, CA 67,74367.7k $83.3k $83.3k 0.05% New
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 67,60767.6k $83.2k $83.2k 0.00% Unchanged
44 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 61,75861.8k $76.0k $76.0k 0.00% Added +11.5k +11,510
45 BAKER TILLY WEALTH MANAGEMENT, LLC 0.02% of their portfolio MADISON, WI 60,08060.1k $73.9k $73.9k 0.02% Unchanged
46 Irenic Capital Management LP 0.01% of their portfolio NEW YORK, NY 58,08858.1k $71.4k $71.4k 0.01% New
47 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 55,06355.1k $67.7k $67.7k 0.00% Added +7.4k +7,378
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 51,98652.0k $63.9k $63.9k 0.00% Reduced -2.7k -2,710
49 Valeo Financial Advisors, LLC 0.00% of their portfolio CARMEL, IN 51,58251.6k $63.4k $63.4k 0.00% Unchanged
50 Jefferies Financial Group Inc. 0.00% of their portfolio NEW YORK, NY 50,00050.0k $61.5k $61.5k 0.00% Unchanged
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 45,51345.5k $56.0k $56.0k 0.00% Reduced -28.6k -28,641
52 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 44,20044.2k $54.4k $54.4k 0.00% New
53 Hennion & Walsh Asset Management, Inc. 0.00% of their portfolio Parsippany, NJ 43,45543.5k $53.5k $53.5k 0.00% Reduced -752 -752
54 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 41,52941.5k $51.1k $51.1k 0.00% Added +5.0k +4,983
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,22541.2k $50.7k $50.7k 0.00% Reduced -217.8k -217,808
56 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 37,14237.1k $45.7k $45.7k 0.00% Reduced -183.8k -183,843
57 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 36,96337.0k $45.5k $45.5k 0.00% Added +10.6k +10,562
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,42631.4k $38.7k $38.7k 0.00% Added +12.5k +12,526
59 Williams & Novak, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 30,73030.7k $33.5k $33.5k 0.03% New
60 NINE MASTS CAPITAL Ltd 0.01% of their portfolio CENTRAL, K3 27,24127.2k $33.5k $33.5k 0.01% New
61 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 26,90426.9k $33.1k $33.1k 0.00% Reduced -256 -256
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 26,43826.4k $32.5k $32.5k 0.00% Added +10.9k +10,863
63 Centiva Capital, LP 0.00% of their portfolio New York, NY 25,47625.5k $31.3k $31.3k 0.00% New
64 FMR LLC 0.00% of their portfolio BOSTON, MA 25,44325.4k $31.3k $31.3k 0.00% Added +20.0k +20,041
65 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 25,18225.2k $31.0k $31.0k 0.00% New
66 OCCUDO QUANTITATIVE STRATEGIES LP 0.00% of their portfolio FORT LAUDERDALE, FL 23,71623.7k $22.6k $22.6k 0.00% Reduced -9.5k -9,458
67 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 23,50723.5k $28.9k $28.9k 0.00% Reduced -51.8k -51,799
68 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 21,70921.7k $26.7k $26.7k 0.00% Reduced -39.4k -39,440
69 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 21,58821.6k $26.6k $26.6k 0.00% Added +1.1k +1,136
70 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 19,47519.5k $24.0k $24.0k 0.00% New
71 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,96119.0k $24.0k $24.0k 0.00% Unchanged
72 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 17,11117.1k $21.0k $21.0k 0.00% Unchanged
73 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 17,10217.1k $21.0k $21.0k 0.00% Unchanged
74 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,24115.2k $18.7k $18.7k 0.00% New
75 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 15,00015.0k $18.4k $18.4k 0.00% Added +7.2k +7,200
76 Abel Hall, LLC 0.00% of their portfolio BATON ROUGE, LA 14,62114.6k $18.0k $18.0k 0.00% New
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,10114.1k $15.2k $15.2k 0.00% Added +2.0k +1,951
78 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,63513.6k $16.8k $16.8k 0.00% Reduced -31.4k -31,355
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 12,73712.7k $15.7k $15.7k 0.00% Added +8.6k +8,597
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,46212.5k $14.5k $14.5k 0.00% Added +214 +214
81 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,43611.4k $14.1k $14.1k 0.00% New
82 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 11,43311.4k $13.0k $13.0k 0.00% Unchanged
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,34611.3k $14.0k $14.0k 0.00% Reduced -22.3k -22,318
84 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 10,39410.4k $12.8k $12.8k 0.00% Unchanged
85 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,6348.6k $10.6k $10.6k 0.00% Added +6.3k +6,253
86 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 7,0017.0k $8.6k $8.6k 0.00% Unchanged
87 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 6,5736.6k $8.1k $8.1k 0.00% Reduced -10.3k -10,264
88 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 4,8064.8k $5.9k $5.9k 0.00% Unchanged
89 Legal & General Group Plc 0.00% of their portfolio London, X0 3,2533.3k $4.0k $4.0k 0.00% Unchanged
90 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,3602.4k $2.9k $2.9k 0.00% Reduced -100 -100
91 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,9191.9k $2.4k $2.4k 0.00% Reduced -67.3k -67,304
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,6231.6k $2.0k $2.0k 0.00% Reduced -215 -215
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2041.2k $1.5k $1.5k 0.00% Added +652 +652
94 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 994994 $1.2k $1.2k 0.00% Reduced -736 -736
95 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 952952 $1.2k $1.2k 0.00% New
96 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 898898 $1.1k $1.1k 0.00% Unchanged
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 876876 $1.1k $1.1k 0.00% New
98 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 681681 $838 $838 0.00% Reduced -395 -395
99 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 661661 $813 $813 0.00% New
100 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 503503 $619 $619 0.00% Added +89 +89