Filing Research | DCO - DUCOMMUN INC DEL Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	48.9KSH	$9.1M
2	Annex Advisory Services, LLC	Shares	19.7KSH	$3.6M
3	Oliver Luxxe Assets LLC	Shares	16.5KSH	$3.1M
4	NorthCrest Asset Manangement, LLC	Shares	6.6KSH	$1.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	4.2KSH	$769.4K
6	Plancorp, LLC	Shares	3.1KSH	$508.6K
7	ARS Investment Partners, LLC	Shares	2.2KSH	$410.1K
8	CONTINUUM WEALTH ADVISORS, LLC	Shares	1.8KSH	$330.8K
9	Tiller Private Wealth, Inc.	Shares	1.5KSH	$279.7K
10	Central Pacific Bank - Trust Division	Shares	1.5KSH	$277.8K
11	Abel Hall, LLC	Shares	1.4KSH	$263.4K
12	Sowell Financial Services LLC	Shares	1.2KSH	$226.0K
13	Sequoia Financial Advisors, LLC	Shares	1.2KSH	$218.2K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.1KSH	$204.7K
15	EASTERN BANK	Shares	999SH	$185.0K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.7KSH	$136.3K
17	FINANCIAL CONSULATE, INC	Shares	500SH	$92.6K
18	Abound Wealth Management	Shares	302SH	$55.9K
19	Versant Capital Management, Inc	Shares	279SH	$51.7K
20	SBI Securities Co., Ltd.	Shares	263SH	$48.7K
21	GAMMA Investing LLC	Shares	210SH	$38.9K
22	Farther Finance Advisors, LLC	Shares	177SH	$32.8K
23	EverSource Wealth Advisors, LLC	Shares	144SH	$26.7K
24	SIGNATUREFD, LLC	Shares	44SH	$8.1K
25	AMERICAN NATIONAL BANK & TRUST	Shares	43SH	$8.0K
26	MassMutual Private Wealth & Trust, FSB	Shares	38SH	$7.0K
27	IFP Advisors, Inc	Shares	33SH	$6.1K
28	Fortitude Family Office, LLC	Shares	9SH	$1.7K
29	Physician Wealth Advisors, Inc.	Shares	7SH	$1.3K
30	State of Alaska, Department of Revenue	Shares	4.1KSH	$754
31	FIRST HORIZON CORP	Shares	4SH	$741
32	Hughes Financial Services, LLC	Shares	3SH	$556
33	GHP Investment Advisors, Inc.	Shares	1SH	$186

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

34 / 34 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-241	+$3.1M	$9.1M
2	Annex Advisory Services, LLC trimmed	Shares	-828	+$1.1M	$3.6M
3	Plancorp, LLC new	Shares	+3.1K	+$508.6K	$508.6K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+319	+$301.5K	$769.4K
5	NorthCrest Asset Manangement, LLC added	Shares	+14	+$292.6K	$1.1M
6	Tiller Private Wealth, Inc. new	Shares	+1.5K	+$279.7K	$279.7K
7	Abel Hall, LLC new	Shares	+1.4K	+$263.4K	$263.4K
8	Sowell Financial Services LLC new	Shares	+1.2K	+$226.0K	$226.0K
9	Sequoia Financial Advisors, LLC new	Shares	+1.2K	+$218.2K	$218.2K
10	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+1.1K	+$204.7K	$204.7K
11	ARS Investment Partners, LLC trimmed	Shares	-85	+$129.6K	$410.1K
12	CONTINUUM WEALTH ADVISORS, LLC unchanged	Shares	0	+$112.9K	$330.8K
13	Central Pacific Bank - Trust Division unchanged	Shares	0	+$94.8K	$277.8K
14	EASTERN BANK trimmed	Shares	-121	+$48.4K	$185.0K
15	SBI Securities Co., Ltd. added	Shares	+185	+$39.2K	$48.7K
16	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$31.6K	$92.6K
17	Farther Finance Advisors, LLC added	Shares	+163	+$31.0K	$32.8K
18	EverSource Wealth Advisors, LLC added	Shares	+122	+$24.0K	$26.7K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+166	+$21.1K	$136.3K
20	Abound Wealth Management unchanged	Shares	0	+$19.1K	$55.9K
21	Versant Capital Management, Inc unchanged	Shares	0	+$17.6K	$51.7K
22	GAMMA Investing LLC added	Shares	+10	+$14.5K	$38.9K
23	IFP Advisors, Inc new	Shares	+33	+$6.1K	$6.1K
24	SIGNATUREFD, LLC added	Shares	+18	+$5.0K	$8.1K
25	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$4.4K	$7.0K
26	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$2.7K	$8.0K
27	Fortitude Family Office, LLC unchanged	Shares	0	+$569	$1.7K
28	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$443	$1.3K
29	Hughes Financial Services, LLC added	Shares	+2	+$434	$556
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$257	$754
31	FIRST HORIZON CORP unchanged	Shares	0	+$253	$741
32	GHP Investment Advisors, Inc. unchanged	Shares	0	+$64	$186
33	True Wealth Design, LLC exited	Shares	-7	-$854	$0
34	Oliver Luxxe Assets LLC trimmed	Shares	-14.5K	-$725.9K	$3.1M