DIRECT MARKETS HOLDINGS CORP. hedge fund holdings

RODM

$40.81+0.01 (+0.02% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

RODM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+14.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Funds buying · new + increased

Funds selling · reduced + closed

Net buyers vs sellers

Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
Quarter	Funds buying	Funds selling	Bought	Sold	Filers	Reported
Q2 2025	20	29	$27.6M	$91.8M	99	Aug 14, 2025
Q3 2025	27	24	$61M	$34.6M	108	Nov 14, 2025
Q4 2025	23	28	$37.7M	$63.1M	117	Feb 14, 2026
Q1 2026	33	24	$64.8M	$44.1M	124	May 15, 2026
Q2 2026	36	29	$155M	$37.8M	122	Aug 14, 2026

Quarterly action breakdown

Q2 2026

122 filers

New position

$74.2M+1.84M sh

Increased

$80.6M+1.99M sh

Reduced

-$22.9M-566K sh

Out / sold

-$15M-370K sh

Last 4 quarters · free

Reported Aug 14, 2026

Fund	Action	Change in dollar	Value	% of portfolio	Reported
Randall & Associates Wealth Management	Sell 100%	-$2.54M	$0	0.00%	Jul 27, 2026
Foster & Motley Inc	Reduce 5.08%	-$2.2M	$41.1M	1.89%	Aug 7, 2026
Hartford Funds Management Co LLC	Added 1.63%	+$1.66M	$104M	8.31%	Aug 6, 2026
WCG Wealth Advisors LLC	Added 2.28%	+$1.6M	$71.7M	1.70%	Aug 14, 2026
Bearing Point Capital, LLC	Added 8.32%	+$1.42M	$18.5M	2.50%	Aug 11, 2026
Goldstein Advisors, LLC	Added 5.35%	+$968K	$19.1M	1.74%	Jul 20, 2026
Ethos Financial Group, LLC	New Buy	+$873K	$873K	0.06%	Aug 7, 2026
Lido Advisors, LLC	Reduce 5.89%	-$575K	$9.19M	0.02%	Aug 7, 2026
Vise Technologies, Inc.	New Buy	+$552K	$552K	0.01%	Aug 11, 2026
Vawter Financial, Ltd.	Reduce 11.17%	-$426K	$3.39M	1.28%	Jul 24, 2026
Cerity Partners Retirement Plan Advisors LLC	New Buy	+$393K	$393K	0.16%	Aug 14, 2026
GTS Securities LLC	Sell 100%	-$354K	$0	0.00%	Aug 14, 2026
Natixis Advisors, LLC	Added 68.80%	+$346K	$850K	0.00%	Aug 14, 2026
Principal Securities, Inc.	Added 126.31%	+$315K	$565K	0.01%	Aug 4, 2026
BKM Wealth Management, LLC	Sell 100%	-$298K	$0	0.00%	Jul 29, 2026
&Partners	Reduce 3.67%	-$278K	$7.3M	0.03%	Aug 14, 2026
WealthPlan Investment Management, LLC	Sell 100%	-$244K	$0	0.00%	Jul 28, 2026
MML Investors Services, LLC	Added 58.39%	+$235K	$639K	0.00%	Aug 7, 2026
Evergreen Capital Management LLC	Reduce 3.37%	-$221K	$6.34M	0.11%	Jul 23, 2026
Onyx Bridge Wealth Group LLC	Sell 100%	-$205K	$0	0.00%	Jul 23, 2026
Intellus Advisors LLC	Added 0.38%	+$160K	$42.5M	5.16%	Aug 12, 2026
Eagle Strategies LLC	Added 19.21%	+$126K	$782K	0.08%	Jul 21, 2026
Capital Investment Advisory Services, LLC	New Buy	+$126K	$126K	0.01%	Jul 23, 2026
IAG Wealth Partners, LLC	Reduce 2.60%	-$125K	$4.68M	0.46%	Aug 6, 2026
Flagstar Securities, Inc	Reduce 5.84%	-$117K	$1.89M	0.57%	Jul 15, 2026
Empirical Asset Management, LLC	Added 6.94%	+$108K	$1.66M	0.37%	Aug 10, 2026
Modern Wealth Management, LLC	Reduce 2.87%	-$103K	$3.48M	0.04%	Aug 14, 2026
Fermata Advisors, LLC	Reduce 7.07%	-$79.9K	$1.05M	0.21%	Jul 7, 2026
Sovran Advisors, LLC	Reduce 13.19%	-$74K	$487K	0.04%	Jul 30, 2026
Arkadios Wealth Advisors	Reduce 14.23%	-$72.3K	$436K	0.01%	Aug 10, 2026
Webster Bank, N. A.	Sell 100%	-$59.7K	$0	0.00%	Jul 20, 2026
West Michigan Advisors, LLC	Added 4.29%	+$56.6K	$1.38M	0.26%	Aug 21, 2026
Cranbrook Wealth Management, LLC	Reduce 7.32%	-$44.4K	$561K	0.11%	Aug 6, 2026
WESCAP Management Group, Inc.	Added 0.90%	+$35.6K	$3.99M	0.75%	Aug 11, 2026
Kestra Private Wealth Services, LLC	Added 7.94%	+$34.7K	$472K	0.01%	Jul 28, 2026
Howard Financial Services, Ltd.	Added 0.89%	+$31.8K	$3.6M	0.36%	Jul 7, 2026
NorthRock Partners, LLC	Reduce 10.86%	-$25.1K	$206K	0.00%	Aug 11, 2026
Team Financial Group, LLC	Sell 100%	-$23.8K	$0	0.00%	Jul 13, 2026
Evermay Wealth Management LLC	Reduce 20.24%	-$21.5K	$84.6K	0.01%	Jul 27, 2026
Pinnacle Bancorp, Inc.	Sell 100%	-$16.4K	$0	0.00%	Jul 28, 2026
Aptus Capital Advisors, LLC	Reduce 2.42%	-$16.2K	$656K	0.00%	Aug 12, 2026
Guardian Wealth Advisors, LLC / NC	Reduce 2.42%	-$16.2K	$656K	0.04%	Aug 14, 2026
Gotham Asset Management, LLC	Reduce 4.11%	-$15.2K	$356K	0.00%	Aug 14, 2026
CLG LLC	Reduce 1.65%	-$13.7K	$812K	0.18%	Jul 16, 2026
Western Wealth Management, LLC	Added 5.74%	+$13.3K	$246K	0.01%	Aug 14, 2026
Assetmark, Inc	Added 353.76%	+$13.3K	$17K	0.00%	Jul 30, 2026
Apollon Financial, LLC	Reduce 0.84%	-$13.2K	$1.56M	0.18%	Jul 23, 2026
Trilogy Capital Inc.	Reduce 0.31%	-$9.38K	$3.02M	0.12%	Jul 6, 2026
Independent Financial Group, LLC	Reduce 0.96%	-$9.09K	$936K	0.02%	Jul 15, 2026
Encompass Wealth Advisors, LLC	Reduce 3.81%	-$8.89K	$224K	0.07%	Jul 21, 2026
Spectrum Wealth Advisory Group, LLC	New Buy	+$7.42K	$7.42K	0.00%	Aug 6, 2026
D.A. Davidson & Co.	Reduce 0.97%	-$5.94K	$604K	0.00%	Jul 24, 2026
Crux Wealth Advisors	Added 0.37%	+$5.86K	$1.6M	0.56%	Jul 21, 2026
Golden State Wealth Management, LLC	Added 1.26%	+$4.24K	$342K	0.03%	Jul 22, 2026
Downshift Financial, LLC	New Buy	+$2.14K	$2.14K	0.00%	Aug 13, 2026
White Pine Investment CO	Added 0.27%	+$1.94K	$733K	0.16%	Jul 20, 2026
Kingsview Wealth Management, LLC	Reduce 0.72%	-$1.66K	$229K	0.00%	Aug 19, 2026
Yarger Wealth Strategies, LLC	Added 0.38%	+$983	$258K	0.09%	Jul 14, 2026
Prospera Financial Services Inc	Reduce 0.32%	-$808	$254K	0.00%	Jul 15, 2026
Carlson Financial, Inc.	Added 0.20%	+$808	$396K	0.20%	Aug 24, 2026
Dunhill Financial, LLC	New Buy	+$646	$646	0.00%	Aug 7, 2026