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Funds Holding DDWM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James Financial Services Advisors Inc.1,381,345$44,452 12/31/2023
     DDWM1,381,345$44,452 12/31/2023
LPL Financial LLC979,003$31,504 12/31/2023
     DDWM979,003$31,504 12/31/2023
Fundamentun LLC495,460$16,945 03/31/2024
     DDWM495,460$16,945 03/31/2024
Exchange Capital Management Inc.480,374$16,429 03/31/2024
     DDWM480,374$16,429 03/31/2024
Stratos Wealth Advisors LLC320,898$10,975 03/31/2024
     DDWM320,898$10,975 03/31/2024
AE Wealth Management LLC285,269$9,153 12/31/2023
     DDWM285,269$9,153 12/31/2023
Cetera Advisors LLC220,918$7,109 12/31/2023
     DDWM220,918$7,109 12/31/2023
Raymond James & Associates202,245$6,508 12/31/2023
     DDWM202,245$6,508 12/31/2023
Bank of America Corp DE183,391$5,902 12/31/2023
     DDWM183,391$5,902 12/31/2023
Frazier Financial Advisors LLC136,148$4,381 12/31/2023
     DDWM136,148$4,381 12/31/2023
FFG Retirement Advisors LLC114,273$3,677 12/31/2023
     DDWM114,273$3,677 12/31/2023
Commonwealth Equity Services LLC98,468$3,169 12/31/2023
     DDWM98,468$3,169 12/31/2023
Morgan Stanley79,886$2,571 12/31/2023
     DDWM79,886$2,571 12/31/2023
Occidental Asset Management LLC71,385$2,441 03/31/2024
     DDWM71,385$2,441 03/31/2024
Rooted Wealth Advisors Inc.70,061$2,372 03/31/2024
     DDWM70,061$2,372 03/31/2024
CAPROCK Group Inc.63,081$2,030 12/31/2023
     DDWM63,081$2,030 12/31/2023
Kestra Advisory Services LLC58,493$1,882 12/31/2023
     DDWM58,493$1,882 12/31/2023
Atomi Financial Group Inc.56,505$1,818 12/31/2023
     DDWM56,505$1,818 12/31/2023
Harvest Investment Services LLC54,401$1,751 12/31/2023
     DDWM54,401$1,751 12/31/2023
Envestnet Asset Management Inc.52,086$1,676 12/31/2023
     DDWM52,086$1,676 12/31/2023
Citadel Advisors LLC50,424$1,623 12/31/2023
     DDWM50,424$1,623 12/31/2023
Moody National Bank Trust Division46,579$1,593 03/31/2024
     DDWM46,579$1,593 03/31/2024
Savant Capital LLC40,629$1,307 12/31/2023
     DDWM40,629$1,307 12/31/2023
1858 Wealth Management LLC36,717$1,182 03/31/2024
     DDWM36,717$1,182 03/31/2024
Geneos Wealth Management Inc.35,763$1,151 12/31/2023
     DDWM35,763$1,151 12/31/2023
Jane Street Group LLC31,085$1,000 12/31/2023
     DDWM31,085$1,000 12/31/2023
Lloyd Advisory Services LLC.26,727$914 03/31/2024
     DDWM26,727$914 03/31/2024
Midland Wealth Advisors LLC27,596$888 12/31/2023
     DDWM27,596$888 12/31/2023
UBS Group AG24,756$797 12/31/2023
     DDWM24,756$797 12/31/2023
Colony Group LLC21,926$706 12/31/2023
     DDWM21,926$706 12/31/2023
NBC Securities Inc.17,609$612 03/31/2024
     DDWM17,609$612 03/31/2024
Claro Advisors LLC17,817$609 03/31/2024
     DDWM17,817$609 03/31/2024
HF Advisory Group LLC16,203$521 12/31/2023
     DDWM16,203$521 12/31/2023
Private Advisor Group LLC15,781$508 12/31/2023
     DDWM15,781$508 12/31/2023
American Money Management LLC13,573$437 12/31/2023
     DDWM13,573$437 12/31/2023
Signal Advisors Wealth LLC11,041$378 03/31/2024
     DDWM11,041$378 03/31/2024
Cambridge Investment Research Advisors Inc.11,513$370 12/31/2023
     DDWM11,513$370 12/31/2023
Apeiron RIA LLC10,596$362 03/31/2024
     DDWM10,596$362 03/31/2024
WESCAP Management Group Inc.10,946$352 12/31/2023
     DDWM10,946$352 12/31/2023
Beacon Financial Group10,277$331 12/31/2023
     DDWM10,277$331 12/31/2023
JPMorgan Chase & Co.10,011$322 12/31/2023
     DDWM10,011$322 12/31/2023
Modera Wealth Management LLC9,832$316 12/31/2023
     DDWM9,832$316 12/31/2023
Stratos Wealth Partners LTD.9,168$314 03/31/2024
     DDWM9,168$314 03/31/2024
Aspire Wealth Management Corp8,674$279 12/31/2023
     DDWM8,674$279 12/31/2023
Atria Wealth Solutions Inc.7,793$251 12/31/2023
     DDWM7,793$251 12/31/2023
Envestnet Portfolio Solutions Inc.7,793$251 12/31/2023
     DDWM7,793$251 12/31/2023
Kure Advisory LLC7,420$239 12/31/2023
     DDWM7,420$239 12/31/2023
Ameriprise Financial Inc.7,200$232 12/31/2023
     DDWM7,200$232 12/31/2023
Equitable Holdings Inc.7,193$231 12/31/2023
     DDWM7,193$231 12/31/2023
Obsidian Personal Planning Solutions LLC6,317$203 12/31/2023
     DDWM6,317$203 12/31/2023
Royal Bank of Canada5,316$171 12/31/2023
     DDWM5,316$171 12/31/2023
Tidemark LLC4,229$136 12/31/2023
     DDWM4,229$136 12/31/2023
O Shaughnessy Asset Management LLC3,009$97 12/31/2023
     DDWM3,009$97 12/31/2023
Advisor Group Holdings Inc.1,576$51 12/31/2023
     DDWM1,576$51 12/31/2023
Bellevue Asset Management LLC1,105$36 12/31/2023
     DDWM1,105$36 12/31/2023
Principal Securities Inc.812$26 12/31/2023
     DDWM812$26 12/31/2023
Wells Fargo & Company MN493$16 12/31/2023
     DDWM493$16 12/31/2023
Creative Financial Designs Inc. ADV386$12 12/31/2023
     DDWM386$12 12/31/2023
FMR LLC345$11 12/31/2023
     DDWM345$11 12/31/2023
Harbour Investments Inc.100$3 12/31/2023
     DDWM100$3 12/31/2023
Advisory Services Network LLC100$3 12/31/2023
     DDWM100$3 12/31/2023
Farther Finance Advisors LLC104$3 12/31/2023
     DDWM104$3 12/31/2023
Smartleaf Asset Management LLC97$3 12/31/2023
     DDWM97$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     DDWM0$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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