Filing Research | DLOCAL LTD Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Legend Financial Advisors, Inc.	Shares	83.4KSH	$1.1M
2	Yorktown Management & Research Co Inc	Shares	41.5KSH	$539.3K
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	31.0KSH	$402.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	26.9KSH	$349.1K
5	SBI Securities Co., Ltd.	Shares	19.3KSH	$251.3K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.1KSH	$228.6K
7	Seelaus Asset Management LLC	Shares	16.8KSH	$217.8K
8	Mason & Associates Inc	Shares	14.2KSH	$184.7K
9	Bellecapital International Ltd.	Shares	2.7KSH	$34.6K
10	IFP Advisors, Inc	Shares	1.4KSH	$17.6K
11	Global X Japan Co., Ltd.	Shares	1.2KSH	$15.7K
12	Farther Finance Advisors, LLC	Shares	486SH	$6.3K
13	Mirae Asset Global Investments Co., Ltd.	Shares	428SH	$5.6K
14	Atlantic Edge Private Wealth Management, LLC	Shares	250SH	$3.2K
15	Key FInancial Inc	Shares	134SH	$1.7K
16	PayPay Securities Corp	Shares	71SH	$923
17	GAMMA Investing LLC	Shares	24SH	$312
18	Noble Wealth Management PBC	Shares	10SH	$130

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

22 / 22 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+26.9K	+$349.1K	$349.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.1K	+$228.6K	$228.6K
3	Seelaus Asset Management LLC added	Shares	+3.2K	+$41.8K	$217.8K
4	Bellecapital International Ltd. new	Shares	+2.7K	+$34.6K	$34.6K
5	Mason & Associates Inc unchanged	Shares	0	+$8.5K	$184.7K
6	Farther Finance Advisors, LLC added	Shares	+386	+$5.1K	$6.3K
7	IFP Advisors, Inc added	Shares	+189	+$2.5K	$17.6K
8	Yorktown Management & Research Co Inc unchanged	Shares	0	+$1.0K	$539.3K
9	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$11	$5.6K
10	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$6	$3.2K
11	Key FInancial Inc unchanged	Shares	0	+$3	$1.7K
12	GAMMA Investing LLC unchanged	Shares	0	+$1	$312
13	Noble Wealth Management PBC unchanged	Shares	0	$0	$130
14	PayPay Securities Corp trimmed	Shares	-1	-$50	$923
15	EverSource Wealth Advisors, LLC exited	Shares	-24	-$311	$0
16	Legend Financial Advisors, Inc. trimmed	Shares	-282	-$1.6K	$1.1M
17	Global X Japan Co., Ltd. trimmed	Shares	-316	-$4.1K	$15.7K
18	Activest Wealth Management exited	Shares	-520	-$6.7K	$0
19	SBI Securities Co., Ltd. trimmed	Shares	-2.2K	-$27.6K	$251.3K
20	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-7.1K	-$91.2K	$402.6K
21	Apollon Wealth Management, LLC exited	Shares	-18.0K	-$233.5K	$0
22	Y-Intercept (Hong Kong) Ltd exited	Shares	-27.2K	-$353.2K	$0