On this page, we present all of the funds holding DDWM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DDWM, with a link to that fund's top holdings. The next columns indicate the amount of DDWM stock held by each of the funds holding DDWM, followed by the DDWM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 63 funds holding DDWM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding DDWM), click the fund name in the "Holder" column of the funds-holding-DDWM table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | 1,381,345 | $44,452 | 12/31/2023 |
DDWM | 1,381,345 | $44,452 | 12/31/2023 |
LPL Financial LLC | 979,003 | $31,504 | 12/31/2023 |
DDWM | 979,003 | $31,504 | 12/31/2023 |
Fundamentun LLC | 495,460 | $16,945 | 03/31/2024 |
DDWM | 495,460 | $16,945 | 03/31/2024 |
Exchange Capital Management Inc. | 480,374 | $16,429 | 03/31/2024 |
DDWM | 480,374 | $16,429 | 03/31/2024 |
Stratos Wealth Advisors LLC | 320,898 | $10,975 | 03/31/2024 |
DDWM | 320,898 | $10,975 | 03/31/2024 |
AE Wealth Management LLC | 285,269 | $9,153 | 12/31/2023 |
DDWM | 285,269 | $9,153 | 12/31/2023 |
Cetera Advisors LLC | 220,918 | $7,109 | 12/31/2023 |
DDWM | 220,918 | $7,109 | 12/31/2023 |
Raymond James & Associates | 202,245 | $6,508 | 12/31/2023 |
DDWM | 202,245 | $6,508 | 12/31/2023 |
Bank of America Corp DE | 183,391 | $5,902 | 12/31/2023 |
DDWM | 183,391 | $5,902 | 12/31/2023 |
Frazier Financial Advisors LLC | 136,148 | $4,381 | 12/31/2023 |
DDWM | 136,148 | $4,381 | 12/31/2023 |
FFG Retirement Advisors LLC | 114,273 | $3,677 | 12/31/2023 |
DDWM | 114,273 | $3,677 | 12/31/2023 |
Commonwealth Equity Services LLC | 98,468 | $3,169 | 12/31/2023 |
DDWM | 98,468 | $3,169 | 12/31/2023 |
Morgan Stanley | 79,886 | $2,571 | 12/31/2023 |
DDWM | 79,886 | $2,571 | 12/31/2023 |
Occidental Asset Management LLC | 71,385 | $2,441 | 03/31/2024 |
DDWM | 71,385 | $2,441 | 03/31/2024 |
Rooted Wealth Advisors Inc. | 70,061 | $2,372 | 03/31/2024 |
DDWM | 70,061 | $2,372 | 03/31/2024 |
CAPROCK Group Inc. | 63,081 | $2,030 | 12/31/2023 |
DDWM | 63,081 | $2,030 | 12/31/2023 |
Kestra Advisory Services LLC | 58,493 | $1,882 | 12/31/2023 |
DDWM | 58,493 | $1,882 | 12/31/2023 |
Atomi Financial Group Inc. | 56,505 | $1,818 | 12/31/2023 |
DDWM | 56,505 | $1,818 | 12/31/2023 |
Harvest Investment Services LLC | 54,401 | $1,751 | 12/31/2023 |
DDWM | 54,401 | $1,751 | 12/31/2023 |
Envestnet Asset Management Inc. | 52,086 | $1,676 | 12/31/2023 |
DDWM | 52,086 | $1,676 | 12/31/2023 |
Citadel Advisors LLC | 50,424 | $1,623 | 12/31/2023 |
DDWM | 50,424 | $1,623 | 12/31/2023 |
Moody National Bank Trust Division | 46,579 | $1,593 | 03/31/2024 |
DDWM | 46,579 | $1,593 | 03/31/2024 |
Savant Capital LLC | 40,629 | $1,307 | 12/31/2023 |
DDWM | 40,629 | $1,307 | 12/31/2023 |
1858 Wealth Management LLC | 36,717 | $1,182 | 03/31/2024 |
DDWM | 36,717 | $1,182 | 03/31/2024 |
Geneos Wealth Management Inc. | 35,763 | $1,151 | 12/31/2023 |
DDWM | 35,763 | $1,151 | 12/31/2023 |
Jane Street Group LLC | 31,085 | $1,000 | 12/31/2023 |
DDWM | 31,085 | $1,000 | 12/31/2023 |
Lloyd Advisory Services LLC. | 26,727 | $914 | 03/31/2024 |
DDWM | 26,727 | $914 | 03/31/2024 |
Midland Wealth Advisors LLC | 27,596 | $888 | 12/31/2023 |
DDWM | 27,596 | $888 | 12/31/2023 |
UBS Group AG | 24,756 | $797 | 12/31/2023 |
DDWM | 24,756 | $797 | 12/31/2023 |
Colony Group LLC | 21,926 | $706 | 12/31/2023 |
DDWM | 21,926 | $706 | 12/31/2023 |
NBC Securities Inc. | 17,609 | $612 | 03/31/2024 |
DDWM | 17,609 | $612 | 03/31/2024 |
Claro Advisors LLC | 17,817 | $609 | 03/31/2024 |
DDWM | 17,817 | $609 | 03/31/2024 |
HF Advisory Group LLC | 16,203 | $521 | 12/31/2023 |
DDWM | 16,203 | $521 | 12/31/2023 |
Private Advisor Group LLC | 15,781 | $508 | 12/31/2023 |
DDWM | 15,781 | $508 | 12/31/2023 |
American Money Management LLC | 13,573 | $437 | 12/31/2023 |
DDWM | 13,573 | $437 | 12/31/2023 |
Signal Advisors Wealth LLC | 11,041 | $378 | 03/31/2024 |
DDWM | 11,041 | $378 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 11,513 | $370 | 12/31/2023 |
DDWM | 11,513 | $370 | 12/31/2023 |
Apeiron RIA LLC | 10,596 | $362 | 03/31/2024 |
DDWM | 10,596 | $362 | 03/31/2024 |
WESCAP Management Group Inc. | 10,946 | $352 | 12/31/2023 |
DDWM | 10,946 | $352 | 12/31/2023 |
Beacon Financial Group | 10,277 | $331 | 12/31/2023 |
DDWM | 10,277 | $331 | 12/31/2023 |
JPMorgan Chase & Co. | 10,011 | $322 | 12/31/2023 |
DDWM | 10,011 | $322 | 12/31/2023 |
Modera Wealth Management LLC | 9,832 | $316 | 12/31/2023 |
DDWM | 9,832 | $316 | 12/31/2023 |
Stratos Wealth Partners LTD. | 9,168 | $314 | 03/31/2024 |
DDWM | 9,168 | $314 | 03/31/2024 |
Aspire Wealth Management Corp | 8,674 | $279 | 12/31/2023 |
DDWM | 8,674 | $279 | 12/31/2023 |
Atria Wealth Solutions Inc. | 7,793 | $251 | 12/31/2023 |
DDWM | 7,793 | $251 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 7,793 | $251 | 12/31/2023 |
DDWM | 7,793 | $251 | 12/31/2023 |
Kure Advisory LLC | 7,420 | $239 | 12/31/2023 |
DDWM | 7,420 | $239 | 12/31/2023 |
Ameriprise Financial Inc. | 7,200 | $232 | 12/31/2023 |
DDWM | 7,200 | $232 | 12/31/2023 |
Equitable Holdings Inc. | 7,193 | $231 | 12/31/2023 |
DDWM | 7,193 | $231 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 6,317 | $203 | 12/31/2023 |
DDWM | 6,317 | $203 | 12/31/2023 |
Royal Bank of Canada | 5,316 | $171 | 12/31/2023 |
DDWM | 5,316 | $171 | 12/31/2023 |
Tidemark LLC | 4,229 | $136 | 12/31/2023 |
DDWM | 4,229 | $136 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 3,009 | $97 | 12/31/2023 |
DDWM | 3,009 | $97 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,576 | $51 | 12/31/2023 |
DDWM | 1,576 | $51 | 12/31/2023 |
Bellevue Asset Management LLC | 1,105 | $36 | 12/31/2023 |
DDWM | 1,105 | $36 | 12/31/2023 |
Principal Securities Inc. | 812 | $26 | 12/31/2023 |
DDWM | 812 | $26 | 12/31/2023 |
Wells Fargo & Company MN | 493 | $16 | 12/31/2023 |
DDWM | 493 | $16 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 386 | $12 | 12/31/2023 |
DDWM | 386 | $12 | 12/31/2023 |
FMR LLC | 345 | $11 | 12/31/2023 |
DDWM | 345 | $11 | 12/31/2023 |
Harbour Investments Inc. | 100 | $3 | 12/31/2023 |
DDWM | 100 | $3 | 12/31/2023 |
Advisory Services Network LLC | 100 | $3 | 12/31/2023 |
DDWM | 100 | $3 | 12/31/2023 |
Farther Finance Advisors LLC | 104 | $3 | 12/31/2023 |
DDWM | 104 | $3 | 12/31/2023 |
Smartleaf Asset Management LLC | 97 | $3 | 12/31/2023 |
DDWM | 97 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
DDWM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DDWM
See Details: Top 10 Hedge Funds Holding DDWM
Also See: DDWM Holdings Changes
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