Filing Research | DBX - DROPBOX INC Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	3.1MSH	$86.4M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	3.0MSH	$82.6M
3	Crossmark Global Holdings, Inc.	Shares	308.1KSH	$8.5M
4	Swedbank AB	Shares	141.5KSH	$3.9M
5	Oak Thistle LLC	Shares	139.9KSH	$3.8M
6	Graphene Investments SAS	Shares	135.9KSH	$3.7M
7	Assenagon Asset Management S.A.	Shares	116.4KSH	$3.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	68.5KSH	$1.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.6KSH	$1.8M
10	Y-Intercept (Hong Kong) Ltd	Shares	64.1KSH	$1.8M
11	Mirae Asset Global Investments Co., Ltd.	Shares	56.7KSH	$1.6M
12	Diversified Trust Co	Shares	49.0KSH	$1.3M
13	Louisiana State Employees Retirement System	Shares	43.8KSH	$1.2M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	41.4KSH	$1.1M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	35.9KSH	$985.0K
16	PensionDanmark Pensionsforsikringsaktieselskab	Shares	30.6KSH	$841.8K
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	30.5KSH	$836.9K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	28.8KSH	$790.9K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	26.1KSH	$717.0K
20	Sequoia Financial Advisors, LLC	Shares	26.0KSH	$715.3K
21	Burns Matteson Capital Management, LLC	Shares	25.3KSH	$694.1K
22	Aaron Wealth Advisors LLC	Shares	16.0KSH	$440.0K
23	GC Wealth Management RIA, LLC	Shares	13.4KSH	$367.6K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	11.0KSH	$338.2K
25	Linden Thomas Advisory Services, LLC	Shares	12.1KSH	$332.7K
26	Versant Capital Management, Inc	Shares	11.6KSH	$317.5K
27	IFP Advisors, Inc	Shares	11.0KSH	$301.6K
28	Donor Advised Charitable Giving, Inc.	Shares	10.0KSH	$276.0K
29	Baron Wealth Management LLC	Shares	9.6KSH	$263.5K
30	GAMMA Investing LLC	Shares	9.6KSH	$262.4K
31	Fifth Third Wealth Advisors LLC	Shares	8.4KSH	$230.4K
32	Sowell Financial Services LLC	Shares	7.8KSH	$215.0K
33	Optas, LLC	Shares	7.6KSH	$209.1K
34	Rosenberg Matthew Hamilton	Shares	3.4KSH	$93.4K
35	SIGNATUREFD, LLC	Shares	2.8KSH	$75.8K
36	Blue Trust, Inc.	Shares	2.1KSH	$57.1K
37	SBI Securities Co., Ltd.	Shares	2.1KSH	$56.3K
38	LRI Investments, LLC	Shares	1.2KSH	$31.9K
39	VISION FINANCIAL MARKETS LLC	Shares	1.0KSH	$28.4K
40	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$27.8K
41	Farther Finance Advisors, LLC	Shares	982SH	$27.0K
42	ELEVATION WEALTH PARTNERS, LLC	Shares	836SH	$23.0K
43	Bogart Wealth, LLC	Shares	809SH	$22.2K
44	Financial Management Professionals, Inc.	Shares	614SH	$16.9K
45	MassMutual Private Wealth & Trust, FSB	Shares	506SH	$13.9K
46	True Wealth Design, LLC	Shares	443SH	$12.2K
47	CoreCap Advisors, LLC	Shares	354SH	$9.7K
48	BFSG, LLC	Shares	255SH	$7.0K
49	HIGHLINE WEALTH PARTNERS LLC	Shares	240SH	$6.6K
50	Dogwood Wealth Management LLC	Shares	202SH	$5.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+627.1K	+$28.5M	$82.6M
2	Robeco Institutional Asset Management B.V. added	Shares	+29.1K	+$15.6M	$86.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+64.1K	+$1.8M	$1.8M
4	Oak Thistle LLC added	Shares	+37.0K	+$1.5M	$3.8M
5	Crossmark Global Holdings, Inc. added	Shares	+100	+$1.5M	$8.5M
6	Graphene Investments SAS added	Shares	+18.5K	+$1.1M	$3.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.0K	+$795.7K	$1.8M
8	Burns Matteson Capital Management, LLC new	Shares	+25.3K	+$694.1K	$694.1K
9	Swedbank AB unchanged	Shares	0	+$672.0K	$3.9M
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+14.0K	+$587.1K	$1.6M
11	Baron Wealth Management LLC new	Shares	+9.6K	+$263.5K	$263.5K
12	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.9K	+$258.3K	$717.0K
13	Diversified Trust Co added	Shares	+304	+$239.6K	$1.3M
14	Fifth Third Wealth Advisors LLC new	Shares	+8.4K	+$230.4K	$230.4K
15	Sowell Financial Services LLC new	Shares	+7.8K	+$215.0K	$215.0K
16	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-6.7K	+$172.4K	$1.9M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+472	+$147.5K	$790.9K
18	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$145.6K	$841.8K
19	Aaron Wealth Advisors LLC added	Shares	+3.0K	+$145.0K	$440.0K
20	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-459	+$134.3K	$836.9K
21	Versant Capital Management, Inc added	Shares	+2.2K	+$104.5K	$317.5K
22	GAMMA Investing LLC added	Shares	+2.0K	+$90.4K	$262.4K
23	Linden Thomas Advisory Services, LLC trimmed	Shares	-109	+$55.1K	$332.7K
24	Louisiana State Employees Retirement System trimmed	Shares	-6.8K	+$53.6K	$1.2M
25	Donor Advised Charitable Giving, Inc. unchanged	Shares	0	+$47.7K	$276.0K
26	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-1.8K	+$46.1K	$338.2K
27	Bogart Wealth, LLC added	Shares	+755	+$21.0K	$22.2K
28	Rosenberg Matthew Hamilton unchanged	Shares	0	+$16.1K	$93.4K
29	SIGNATUREFD, LLC added	Shares	+98	+$15.3K	$75.8K
30	CoreCap Advisors, LLC added	Shares	+334	+$9.3K	$9.7K
31	ELEVATION WEALTH PARTNERS, LLC added	Shares	+211	+$8.8K	$23.0K
32	Blue Trust, Inc. trimmed	Shares	-54	+$8.7K	$57.1K
33	SBI Securities Co., Ltd. trimmed	Shares	-61	+$8.4K	$56.3K
34	MassMutual Private Wealth & Trust, FSB added	Shares	+187	+$6.7K	$13.9K
35	LRI Investments, LLC added	Shares	+13	+$5.8K	$31.9K
36	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$5.7K	$28.4K
37	HIGHLINE WEALTH PARTNERS LLC added	Shares	+151	+$4.6K	$6.6K
38	Dogwood Wealth Management LLC added	Shares	+139	+$4.1K	$5.5K
39	Financial Management Professionals, Inc. unchanged	Shares	0	+$2.9K	$16.9K
40	SJS Investment Consulting Inc. added	Shares	+97	+$2.8K	$3.3K
41	Physician Wealth Advisors, Inc. added	Shares	+93	+$2.6K	$3.1K
42	BFSG, LLC unchanged	Shares	0	+$1.2K	$7.0K
43	Creative Capital Management Investments LLC new	Shares	+43	+$1.2K	$1.2K
44	FIRST HORIZON CORP unchanged	Shares	0	+$950	$5.5K
45	Pillar Financial Advisors, LLC unchanged	Shares	0	+$475	$2.7K
46	JFS WEALTH ADVISORS, LLC trimmed	Shares	-10	+$366	$3.4K
47	Activest Wealth Management new	Shares	+13	+$357	$357
48	Triumph Capital Management unchanged	Shares	0	+$281	$1.6K
49	Handelsbanken Fonder AB unchanged	Shares	0	+$270	$1.6K
50	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-20	+$259	$4.1K

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