Who Owns DSEP (DSEP)? -- Institutional Holders (2026-06-30)

118 institutions reported holding $148.7M of DSEP (DSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($17.5M), Spectrum Asset Management, Inc. (NB/CA) ($12.1M), REAP Financial Group, LLC ($10.6M), Cetera Investment Advisers ($6.4M), Kestra Advisory Services, LLC ($6.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$17.5M	368,468	Added
2	Spectrum Asset Management, Inc. (NB/CA)	$12.1M	254,816	Trimmed
3	REAP Financial Group, LLC	$10.6M	222,958	Trimmed
4	Cetera Investment Advisers	$6.4M	134,433	Added
5	Kestra Advisory Services, LLC	$6.0M	126,233	Trimmed
6	MML INVESTORS SERVICES, LLC	$5.5M	116,561	Added
7	WINNOW WEALTH LLC	$5.2M	109,924	Trimmed
8	Wood Tarver Financial Group, LLC	$4.2M	88,810	Trimmed
9	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	87,804	Trimmed
10	FOUNDERS FINANCIAL SECURITIES LLC	$3.9M	82,148	Added
11	OSAIC HOLDINGS, INC.	$3.9M	81,306	Added
12	LPL Financial LLC	$3.7M	77,466	Added
13	OGOREK ANTHONY JOSEPH /NY/ /ADV	$3.5M	74,812	Hold
14	RAYMOND JAMES FINANCIAL INC	$3.5M	73,913	Trimmed
15	Advyzon Investment Management, LLC	$3.4M	71,876	Trimmed
16	Maia Wealth LLC	$3.0M	62,732	Trimmed
17	TRUIST FINANCIAL CORP	$2.8M	59,115	Trimmed
18	LifeWealth Investments, LLC	$2.6M	55,849	Trimmed
19	HARBOUR INVESTMENTS, INC.	$2.6M	54,102	Trimmed
20	Hardworking Capital Advisors, LLC	$2.0M	42,426	Trimmed
21	Ignite Planners, LLC	$1.8M	38,301	Hold
22	Cambridge Investment Research Advisors, Inc.	$1.6M	33,106	Trimmed
23	JPMORGAN CHASE & CO	$1.4M	30,073	Added
24	Prospera Financial Services Inc	$1.3M	27,189	Trimmed
25	Kovack Advisors, Inc.	$1.2M	25,672	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30