Institutional Ownership Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 382,297 shares, which have been reported (via 13F filing form) to have a value of $14.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,387
shares
|
$9.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,793
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2022
Added 27.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,219
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 152.47%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,391
shares
|
$783,830
0.06% of portfolio
|
Q3 2025
Reduced 62.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
17,092
shares
|
$657,016
0.0% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,744
shares
|
$336,119
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,324
shares
|
$204,654
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,151
shares
|
$82,684
0.0% of portfolio
|
Q4 2024
Reduced 79.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,907
shares
|
$73,305
0.0% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
174
shares
|
$6,688
0.0% of portfolio
|
Q3 2025
Reduced 74.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
115
shares
|
$4,420
0.0% of portfolio
|
Q3 2025
Added 11400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|