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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	ARQ WEALTH ADVISORS, LLC	Shares	368.0KSH	$17.6M
2	Aaron Wealth Advisors LLC	Shares	45.3KSH	$2.2M
3	Dynamic Advisor Solutions LLC	Shares	39.9KSH	$1.9M
4	Kaydan Wealth Management, Inc.	Shares	23.0KSH	$1.1M
5	Sound Income Strategies, LLC	Shares	21.9KSH	$1.1M
6	Nova Wealth Management, Inc.	Shares	21.2KSH	$1.0M
7	Whitaker-Myers Wealth Managers, LTD.	Shares	7.3KSH	$354.1K
8	LRI Investments, LLC	Shares	300SH	$14.5K

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

9 / 9 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC added	Shares	+106.2K	+$6.4M	$17.6M
2	Sound Income Strategies, LLC added	Shares	+4.5K	+$311.3K	$1.1M
3	Aaron Wealth Advisors LLC unchanged	Shares	0	+$262.0K	$2.2M
4	Kaydan Wealth Management, Inc. trimmed	Shares	-426	+$114.9K	$1.1M
5	Nova Wealth Management, Inc. trimmed	Shares	-2.0K	+$33.4K	$1.0M
6	Whitaker-Myers Wealth Managers, LTD. trimmed	Shares	-882	+$4.6K	$354.1K
7	LRI Investments, LLC unchanged	Shares	0	+$1.7K	$14.5K
8	Farther Finance Advisors, LLC exited	Shares	-217	-$9.4K	$0
9	Dynamic Advisor Solutions LLC trimmed	Shares	-10.2K	-$206.1K	$1.9M

Filing Research | DBX ETF TR Institutional Holdings