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Funds Holding DAUG

On this page, we present all of the funds holding DAUG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DAUG, with a link to that fund's top holdings. The next columns indicate the amount of DAUG stock held by each of the funds holding DAUG, followed by the DAUG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 87 funds holding DAUG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding DAUG), click the fund name in the "Holder" column of the funds-holding-DAUG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC614,913$21,786 12/31/2023
     DAUG614,913$21,786 12/31/2023
Oppenheimer & Co. Inc.551,492$19,539 12/31/2023
     DAUG551,492$19,539 12/31/2023
Cetera Advisor Networks LLC368,405$13,053 12/31/2023
     DAUG368,405$13,053 12/31/2023
Hartford Financial Management Inc.307,399$11,374 03/31/2024
     DAUG307,399$11,374 03/31/2024
SageView Advisory Group LLC275,553$9,763 12/31/2023
     DAUG275,553$9,763 12/31/2023
Envestnet Asset Management Inc.252,330$8,940 12/31/2023
     DAUG252,330$8,940 12/31/2023
Advisor Group Holdings Inc.243,728$8,635 12/31/2023
     DAUG243,728$8,635 12/31/2023
HighTower Advisors LLC195,525$6,929 12/31/2023
     DAUG195,525$6,929 12/31/2023
Cambridge Investment Research Advisors Inc.183,085$6,774 03/31/2024
     DAUG183,085$6,774 03/31/2024
Janney Montgomery Scott LLC186,763$6,617 12/31/2023
     DAUG186,763$6,617 12/31/2023
IFP Advisors Inc182,728$6,474 12/31/2023
     DAUG182,728$6,474 12/31/2023
AE Wealth Management LLC178,513$6,412 12/31/2023
     DAUG178,513$6,412 12/31/2023
MinichMacGregor Wealth Management LLC157,571$5,827 03/31/2024
     DAUG157,571$5,827 03/31/2024
Prosperity Consulting Group LLC160,020$5,670 12/31/2023
     DAUG160,020$5,670 12/31/2023
Truist Financial Corp155,217$5,499 12/31/2023
     DAUG155,217$5,499 12/31/2023
Signal Advisors Wealth LLC113,558$4,202 03/31/2024
     DAUG113,558$4,202 03/31/2024
Foguth Wealth Management LLC.113,558$4,202 03/31/2024
     DAUG113,558$4,202 03/31/2024
Cetera Investment Advisers110,199$3,904 12/31/2023
     DAUG110,199$3,904 12/31/2023
LPL Financial LLC94,673$3,354 12/31/2023
     DAUG94,673$3,354 12/31/2023
Mariner LLC91,121$3,228 12/31/2023
     DAUG91,121$3,228 12/31/2023
Raymond James & Associates79,239$2,932 03/31/2024
     DAUG79,239$2,932 03/31/2024
Atria Investments LLC72,497$2,569 12/31/2023
     DAUG72,497$2,569 12/31/2023
Kestra Advisory Services LLC70,390$2,494 12/31/2023
     DAUG70,390$2,494 12/31/2023
CWM LLC64,168$2,374 03/31/2024
     DAUG64,168$2,374 03/31/2024
Harbour Investments Inc.59,378$2,104 12/31/2023
     DAUG59,378$2,104 12/31/2023
Camelot Portfolios LLC47,601$1,687 12/31/2023
     DAUG47,601$1,687 12/31/2023
Ignite Planners LLC41,632$1,540 03/31/2024
     DAUG41,632$1,540 03/31/2024
Raymond James Financial Services Advisors Inc.41,334$1,529 03/31/2024
     DAUG41,334$1,529 03/31/2024
OLD Mission Capital LLC42,653$1,511 12/31/2023
     DAUG42,653$1,511 12/31/2023
GWM Advisors LLC39,094$1,388 12/31/2023
     DAUG39,094$1,388 12/31/2023
Mutual Advisors LLC38,673$1,370 12/31/2023
     DAUG38,673$1,370 12/31/2023
Cetera Advisors LLC38,416$1,361 12/31/2023
     DAUG38,416$1,361 12/31/2023
Sage Capital Advisors llc35,600$1,317 03/31/2024
     DAUG35,600$1,317 03/31/2024
Pinnacle Wealth Planning Services Inc.35,481$1,257 12/31/2023
     DAUG35,481$1,257 12/31/2023
Spire Wealth Management30,170$1,116 03/31/2024
     DAUG30,170$1,116 03/31/2024
Proequities Inc.28,833$1,022 12/31/2023
     DAUG28,833$1,022 12/31/2023
StoneX Group Inc.26,896$953 12/31/2023
     DAUG26,896$953 12/31/2023
Royal Bank of Canada26,483$938 12/31/2023
     DAUG26,483$938 12/31/2023
Kestra Private Wealth Services LLC22,086$783 12/31/2023
     DAUG22,086$783 12/31/2023
MML Investors Services LLC20,935$742 12/31/2023
     DAUG20,935$742 12/31/2023
Avantax Advisory Services Inc.19,905$705 12/31/2023
     DAUG19,905$705 12/31/2023
Integrated Advisors Network LLC18,459$654 12/31/2023
     DAUG18,459$654 12/31/2023
Ifrah Financial Services Inc.17,643$625 12/31/2023
     DAUG17,643$625 12/31/2023
Atria Wealth Solutions Inc.17,489$620 12/31/2023
     DAUG17,489$620 12/31/2023
Commonwealth Financial Services LLC15,945$565 12/31/2023
     DAUG15,945$565 12/31/2023
Jane Street Group LLC15,500$549 12/31/2023
     DAUG15,500$549 12/31/2023
National Asset Management Inc.15,450$547 12/31/2023
     DAUG15,450$547 12/31/2023
Virtue Capital Management LLC14,663$515 12/31/2023
     DAUG14,663$515 12/31/2023
EPG Wealth Management LLC14,115$510 12/31/2023
     DAUG14,115$510 12/31/2023
Integrity Financial Corp WA13,309$472 12/31/2023
     DAUG13,309$472 12/31/2023
Lakeridge Wealth Management LLC13,045$462 12/31/2023
     DAUG13,045$462 12/31/2023
Strategic Blueprint LLC11,212$415 03/31/2024
     DAUG11,212$415 03/31/2024
Sunbelt Securities Inc.10,529$390 03/31/2024
     DAUG10,529$390 03/31/2024
Arbor Capital Management Inc. ADV11,024$387 12/31/2023
     DAUG11,024$387 12/31/2023
Resources Investment Advisors LLC.9,805$347 12/31/2023
     DAUG9,805$347 12/31/2023
Susquehanna International Group LLP8,509$301 12/31/2023
     DAUG8,509$301 12/31/2023
WMG Financial Advisors LLC8,304$294 12/31/2023
     DAUG8,304$294 12/31/2023
Delta Investment Management LLC8,236$292 12/31/2023
     DAUG8,236$292 12/31/2023
Q3 Asset Management7,312$270 03/31/2024
     DAUG7,312$270 03/31/2024
NBC Securities Inc.7,213$266 03/31/2024
     DAUG7,213$266 03/31/2024
Advance Capital Management Inc.7,181$266 03/31/2024
     DAUG7,181$266 03/31/2024
Beacon Financial Group7,281$258 12/31/2023
     DAUG7,281$258 12/31/2023
Jaffetilchin Investment Partners LLC7,144$253 12/31/2023
     DAUG7,144$253 12/31/2023
SILVER OAK SECURITIES Inc7,012$248 12/31/2023
     DAUG7,012$248 12/31/2023
Wealth Enhancement Advisory Services LLC6,603$244 03/31/2024
     DAUG6,603$244 03/31/2024
Cascade Investment Group Inc.6,735$239 12/31/2023
     DAUG6,735$239 12/31/2023
Wedbush Securities Inc.6,650$236 12/31/2023
     DAUG6,650$236 12/31/2023
BCJ Capital Management LLC6,490$230 12/31/2023
     DAUG6,490$230 12/31/2023
Benchmark Investment Advisors LLC6,490$230 12/31/2023
     DAUG6,490$230 12/31/2023
Octavia Wealth Advisors LLC6,080$225 03/31/2024
     DAUG6,080$225 03/31/2024
Tanglewood Legacy Advisors LLC6,035$223 03/31/2024
     DAUG6,035$223 03/31/2024
McKinley Carter Wealth Services Inc.6,080$215 12/31/2023
     DAUG6,080$215 12/31/2023
FSB Premier Wealth Management Inc.5,706$202 12/31/2023
     DAUG5,706$202 12/31/2023
Comerica Bank3,872$137 12/31/2023
     DAUG3,872$137 12/31/2023
AlphaMark Advisors LLC2,900$107 03/31/2024
     DAUG2,900$107 03/31/2024
Larson Financial Group LLC1,787$63 12/31/2023
     DAUG1,787$63 12/31/2023
Capital Investment Advisory Services LLC1,425$53 03/31/2024
     DAUG1,425$53 03/31/2024
MTM Investment Management LLC1,000$37 03/31/2024
     DAUG1,000$37 03/31/2024
UBS Group AG861$31 12/31/2023
     DAUG861$31 12/31/2023
AdvisorNet Financial Inc650$24 03/31/2024
     DAUG650$24 03/31/2024
Wells Fargo & Company MN500$18 12/31/2023
     DAUG500$18 12/31/2023
DHJJ Financial Advisors Ltd.350$13 03/31/2024
     DAUG350$13 03/31/2024
JPMorgan Chase & Co.283$10 12/31/2023
     DAUG283$10 12/31/2023
Advisory Services Network LLC250$9 12/31/2023
     DAUG250$9 12/31/2023
Blue Bell Private Wealth Management LLC215$8 03/31/2024
     DAUG215$8 03/31/2024
Principal Securities Inc.190$7 12/31/2023
     DAUG190$7 12/31/2023
Impact Partnership Wealth LLC68$2 12/31/2023
     DAUG68$2 12/31/2023
Creekmur Asset Management LLC8$0 12/31/2023
     DAUG8$0 12/31/2023

See Summary: Institutional Holders of DAUG
See Details: Top 10 Hedge Funds Holding DAUG
Also See: DAUG Holdings Changes

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