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Ocean PA Diversified in ETF (DUKZ)

CUSIP: 66538J282 | NYSE | 23 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

VestGen Advisors, LLC350,696
0.3% of portfolio›$8.7M
Cambridge Investment Research Advisors, Inc.268,860
0.0% of portfolio›$6.6K
Commonwealth Equity Services, LLC102,390
0.0% of portfolio›$2.5M
Independent Wealth Network Inc.77,885
0.5% of portfolio›$1.9M
Independent Financial Group, LLC67,639
0.0% of portfolio›$1.7M
Builder Investment Group Inc43,495
0.2% of portfolio›$1.1M
J2 Capital Management Inc22,046
0.3% of portfolio›$544.1K
MGO One Seven LLC14,875
0.0% of portfolio›$367.1K
Park Avenue Securities LLC13,347
0.0% of portfolio›$329
Harbour Investments, Inc.12,027
0.0% of portfolio›$296.8K
Signature Estate & Investment Advisors LLC10,185
0.0% of portfolio›$251.4K
Ocean Park Asset Management, LLC8,959
0.0% of portfolio›$221.1K
StyleTurnoverLocationFiled
VestGen Advisors, LLC
350,696$8.7M0.3%GrowthMediumChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
268,860$6.6K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
102,390$2.5M0.0%ETFLowWaltham, MA2026-11-02
Independent Wealth Network Inc.
77,885$1.9M0.5%ETFMediumUrbandale, IA2026-10-19
Independent Financial Group, LLC
67,639$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Builder Investment Group Inc
43,495$1.1M0.2%GrowthVery LowAtlanta, GA2026-10-22
J2 Capital Management Inc
22,046$544.1K0.3%ETFHighTroy, MI2026-10-19
MGO One Seven LLC
14,875$367.1K0.0%CoreLowBeachwood, OH2026-10-28
Park Avenue Securities LLC
13,347$3290.0%ETFMediumNew York, NY2026-10-26
Harbour Investments, Inc.
12,027$296.8K0.0%ETFLowMadison, WI2026-11-09
Signature Estate & Investment Advisors LLC
10,185$251.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Ocean Park Asset Management, LLC
8,959$221.1K0.0%ETFLowSanta Monica, CA2026-10-21