Filing Research | DCH - DAUCH CORP Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	2.5MSH	$13.7M
2	Y-Intercept (Hong Kong) Ltd	Shares	142.3KSH	$771.5K
3	Louisiana State Employees Retirement System	Shares	104.0KSH	$563.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	70.0KSH	$379.5K
5	Sowell Financial Services LLC	Shares	69.4KSH	$376.1K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.6KSH	$317.7K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	56.3KSH	$305.1K
8	Mirae Asset Global Investments Co., Ltd.	Shares	55.7KSH	$301.9K
9	Counterpoint Mutual Funds LLC	Shares	48.8KSH	$264.4K
10	Central Pacific Bank - Trust Division	Shares	37.6KSH	$203.8K
11	Rathbones Group PLC	Shares	35.3KSH	$191.6K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$155.9K
13	Center for Financial Planning, Inc.	Shares	19.0KSH	$103.0K
14	Everhart Financial Group, Inc.	Shares	12.0KSH	$65.1K
15	Riverbend Wealth Management, LLC	Shares	10.0KSH	$54.2K
16	SIGNATUREFD, LLC	Shares	7.0KSH	$37.9K
17	GAMMA Investing LLC	Shares	3.5KSH	$19.0K
18	Global X Japan Co., Ltd.	Shares	2.6KSH	$14.2K
19	True Wealth Design, LLC	Shares	1.4KSH	$7.4K
20	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$5.8K
21	Investors Research Corp	Shares	1.0KSH	$5.4K
22	MassMutual Private Wealth & Trust, FSB	Shares	701SH	$3.8K
23	Fortitude Family Office, LLC	Shares	622SH	$3.4K
24	Farther Finance Advisors, LLC	Shares	608SH	$3.3K
25	Cedar Mountain Advisors, LLC	Shares	190SH	$1.0K
26	Hughes Financial Services, LLC	Shares	160SH	$867
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	143.8KSH	$780
28	Versant Capital Management, Inc	Shares	143SH	$775
29	Valued Wealth Advisors LLC	Shares	116SH	$629
30	Bogart Wealth, LLC	Shares	97SH	$526
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	85SH	$461
32	State of Alaska, Department of Revenue	Shares	78.2KSH	$423
33	AMALGAMATED BANK	Shares	63.7KSH	$346
34	JFS WEALTH ADVISORS, LLC	Shares	42SH	$228
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	22SH	$120
36	Davis Capital Management	Shares	13SH	$70

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

41 / 41 loaded

#		Instrument
1	Sowell Financial Services LLC new	Shares	+69.4K	+$376.1K	$376.1K
2	Sequoia Financial Advisors, LLC added	Shares	+277.7K	+$358.8K	$13.7M
3	Counterpoint Mutual Funds LLC new	Shares	+48.8K	+$264.4K	$264.4K
4	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+15.2K	+$60.5K	$317.7K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+8.1K	+$12.0K	$379.5K
6	Global X Japan Co., Ltd. added	Shares	+708	+$2.9K	$14.2K
7	GAMMA Investing LLC added	Shares	+604	+$1.8K	$19.0K
8	Valued Wealth Advisors LLC new	Shares	+116	+$629	$629
9	Bogart Wealth, LLC new	Shares	+97	+$526	$526
10	JFS WEALTH ADVISORS, LLC new	Shares	+42	+$228	$228
11	Davis Capital Management new	Shares	+13	+$70	$70
12	Farther Finance Advisors, LLC added	Shares	+61	+$28	$3.3K
13	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	-$17	$120
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7.7K	-$27	$780
15	AMALGAMATED BANK trimmed	Shares	-414	-$34	$346
16	Trium Capital LLP exited	Shares	-6	-$36	$0
17	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$43	$461
18	Versant Capital Management, Inc unchanged	Shares	0	-$73	$775
19	Hughes Financial Services, LLC unchanged	Shares	0	-$82	$867
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$97	$1.0K
21	State of Alaska, Department of Revenue trimmed	Shares	-39.1K	-$272	$423
22	EverSource Wealth Advisors, LLC added	Shares	+43	-$291	$5.8K
23	FINANCIAL CONSULATE, INC exited	Shares	-50	-$297	$0
24	Fortitude Family Office, LLC unchanged	Shares	0	-$317	$3.4K
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$358	$3.8K
26	Investors Research Corp unchanged	Shares	0	-$510	$5.4K
27	True Wealth Design, LLC unchanged	Shares	0	-$697	$7.4K
28	SIGNATUREFD, LLC trimmed	Shares	-17	-$3.7K	$37.9K
29	Riverbend Wealth Management, LLC unchanged	Shares	0	-$5.1K	$54.2K
30	Everhart Financial Group, Inc. unchanged	Shares	0	-$6.1K	$65.1K
31	SBI Securities Co., Ltd. exited	Shares	-1.4K	-$8.0K	$0
32	Center for Financial Planning, Inc. unchanged	Shares	0	-$9.7K	$103.0K
33	Central Pacific Bank - Trust Division unchanged	Shares	0	-$19.2K	$203.8K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+39	-$29.2K	$155.9K
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.1K	-$41.0K	$305.1K
36	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-3.5K	-$49.0K	$301.9K
37	Louisiana State Employees Retirement System trimmed	Shares	-700	-$57.2K	$563.7K
38	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-31.3K	-$185.4K	$0
39	Rathbones Group PLC trimmed	Shares	-41.0K	-$261.2K	$191.6K
40	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-351.8K	-$2.2M	$771.5K
41	PEREGRINE CAPITAL MANAGEMENT LLC exited	Shares	-789.1K	-$4.7M	$0