HoldingsChannel.com
Funds Holding DGS
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning10,675,800$416,463 06/30/2020
     DGS10,675,800$416,463 06/30/2020
Bank of America Corp DE1,138,388$37,602 03/31/2020
     DGS1,138,388$37,602 03/31/2020
Palladium Partners LLC658,251$21,743 03/31/2020
     DGS658,251$21,743 03/31/2020
Wells Fargo & Company MN614,760$20,305 03/31/2020
     DGS614,760$20,305 03/31/2020
Morgan Stanley513,945$16,976 03/31/2020
     DGS513,945$16,976 03/31/2020
3D Asset Management Inc.293,361$11,444 06/30/2020
     DGS293,361$11,444 06/30/2020
America First Investment Advisors LLC279,472$10,902 06/30/2020
     DGS279,472$10,902 06/30/2020
EisnerAmper Wealth Management Corporate Benefits LLC274,166$10,695 06/30/2020
     DGS274,166$10,695 06/30/2020
Boston Financial Mangement LLC314,789$10,397 03/31/2020
     DGS314,789$10,397 03/31/2020
Efficient Advisors LLC307,434$10,155 03/31/2020
     DGS307,434$10,155 03/31/2020
Great Point Wealth Advisors LLC254,911$9,944 06/30/2020
     DGS254,911$9,944 06/30/2020
Victory Capital Management Inc.284,323$9,391 03/31/2020
     DGS284,323$9,391 03/31/2020
Motley Fool Wealth Management LLC232,969$7,695 03/31/2020
     DGS232,969$7,695 03/31/2020
Envestnet Asset Management Inc.195,566$7,629 06/30/2020
     DGS195,566$7,629 06/30/2020
Avantax Advisory Services Inc.194,167$7,567 06/30/2020
     DGS194,167$7,567 06/30/2020
Valmark Advisers Inc.184,516$7,198 06/30/2020
     DGS184,516$7,198 06/30/2020
First Wilshire Securities Management Inc.203,316$6,716 03/31/2020
     DGS203,316$6,716 03/31/2020
Neumann Capital Management LLC170,739$6,661 06/30/2020
     DGS170,739$6,661 06/30/2020
Ameritas Investment Company LLC203,635$6,549 03/31/2020
     DGS203,635$6,549 03/31/2020
Cambridge Investment Research Advisors Inc.142,726$5,568 06/30/2020
     DGS142,726$5,568 06/30/2020
Baker Ellis Asset Management LLC147,795$4,882 03/31/2020
     DGS147,795$4,882 03/31/2020
UBS Group AG117,066$4,567 06/30/2020
     DGS117,066$4,567 06/30/2020
Qube Research & Technologies Ltd130,169$4,299 03/31/2020
     DGS130,169$4,299 03/31/2020
Parsec Financial Management Inc.105,169$4,103 06/30/2020
     DGS105,169$4,103 06/30/2020
Trustmark National Bank Trust Department122,401$4,043 03/31/2020
     DGS122,401$4,043 03/31/2020
Columbus Macro LLC96,265$3,755 06/30/2020
     DGS96,265$3,755 06/30/2020
Stratford Consulting LLC108,203$3,574 03/31/2020
     DGS108,203$3,574 03/31/2020
Capital One Financial Corp108,080$3,570 03/31/2020
     DGS108,080$3,570 03/31/2020
Bank of Montreal Can103,553$3,400 03/31/2020
     DGS103,553$3,400 03/31/2020
Unison Advisors LLC86,398$3,370 06/30/2020
     DGS86,398$3,370 06/30/2020
Steward Partners Investment Advisory LLC84,728$3,305 06/30/2020
     DGS84,728$3,305 06/30/2020
Swaine & Leidel Wealth Services LLC72,685$2,835 06/30/2020
     DGS72,685$2,835 06/30/2020
Royal Bank of Canada84,796$2,802 03/31/2020
     DGS84,796$2,802 03/31/2020
LPL Financial LLC81,595$2,695 03/31/2020
     DGS81,595$2,695 03/31/2020
Susquehanna International Group LLP $2,631 03/31/2020
     DGS93,252$3,080 03/31/2020
     Put13,600$449 03/31/2020
Advisor Group Holdings Inc.78,376$2,590 03/31/2020
     DGS78,376$2,590 03/31/2020
Community Financial Services Group LLC64,409$2,513 06/30/2020
     DGS64,409$2,513 06/30/2020
Ameriprise Financial Inc.84,103$2,500 03/31/2020
     DGS84,103$2,500 03/31/2020
Kings Point Capital Management73,741$2,436 03/31/2020
     DGS73,741$2,436 03/31/2020
Tortoise Investment Management LLC62,031$2,420 06/30/2020
     DGS62,031$2,420 06/30/2020
ProVise Management Group LLC69,922$2,310 03/31/2020
     DGS69,922$2,310 03/31/2020
Smith Moore & CO.67,996$2,246 03/31/2020
     DGS67,996$2,246 03/31/2020
Fifth Third Bancorp56,683$2,211 06/30/2020
     DGS56,683$2,211 06/30/2020
Beacon Financial Group55,656$2,181 06/30/2020
     DGS55,656$2,181 06/30/2020
Cerity Partners LLC64,205$2,121 03/31/2020
     DGS64,205$2,121 03/31/2020
Ancora Advisors LLC61,601$2,035 03/31/2020
     DGS61,601$2,035 03/31/2020
Commonwealth Equity Services LLC60,428$1,995 03/31/2020
     DGS60,428$1,995 03/31/2020
Texas Yale Capital Corp.50,255$1,960 06/30/2020
     DGS50,255$1,960 06/30/2020
American Financial Advisors LLC47,210$1,947 06/30/2020
     DGS47,210$1,947 06/30/2020
Whittier Trust Co.48,256$1,882 06/30/2020
     DGS48,256$1,882 06/30/2020
Carroll Financial Associates Inc.45,790$1,786 06/30/2020
     DGS45,790$1,786 06/30/2020
Portland Global Advisors LLC43,807$1,709 06/30/2020
     DGS43,807$1,709 06/30/2020
Nicholas Hoffman & Company LLC.49,787$1,644 03/31/2020
     DGS49,787$1,644 03/31/2020
WESCAP Management Group Inc.42,060$1,640 06/30/2020
     DGS42,060$1,640 06/30/2020
Pinnacle Associates Ltd.43,681$1,443 03/31/2020
     DGS43,681$1,443 03/31/2020
Armor Investment Advisors LLC36,177$1,411 06/30/2020
     DGS36,177$1,411 06/30/2020
20 20 Capital Management Inc.38,762$1,404 03/31/2020
     DGS38,762$1,404 03/31/2020
Strategic Wealth Partners Ltd.24,615$1,177 03/31/2020
     DGS24,615$1,177 03/31/2020
Evanson Asset Management LLC29,998$1,170 06/30/2020
     DGS29,998$1,170 06/30/2020
Johnson Investment Counsel Inc.27,992$1,137 03/31/2020
     DGS27,992$1,137 03/31/2020
Boston Family Office LLC28,869$1,126 06/30/2020
     DGS28,869$1,126 06/30/2020
Princeton Global Asset Management LLC34,055$1,125 03/31/2020
     DGS34,055$1,125 03/31/2020
Covenant Asset Management LLC26,617$1,038 06/30/2020
     DGS26,617$1,038 06/30/2020
MML Investors Services LLC31,135$1,028 03/31/2020
     DGS31,135$1,028 03/31/2020
Perigon Wealth Management LLC25,614$999 06/30/2020
     DGS25,614$999 06/30/2020
Smart Money Group LLC24,660$962 06/30/2020
     DGS24,660$962 06/30/2020
United Capital Financial Advisers LLC28,974$957 03/31/2020
     DGS28,974$957 03/31/2020
Stifel Financial Corp28,711$945 03/31/2020
     DGS28,711$945 03/31/2020
Cetera Advisor Networks LLC25,994$859 03/31/2020
     DGS25,994$859 03/31/2020
Moser Wealth Advisors LLC21,919$855 06/30/2020
     DGS21,919$855 06/30/2020
Bank of Nova Scotia22,298$737 03/31/2020
     DGS22,298$737 03/31/2020
Albion Financial Group UT21,595$713 03/31/2020
     DGS21,595$713 03/31/2020
Kovitz Investment Group Partners LLC21,190$700 03/31/2020
     DGS21,190$700 03/31/2020
JFS Wealth Advisors LLC17,572$685 06/30/2020
     DGS17,572$685 06/30/2020
Hanson & Doremus Investment Management17,503$683 06/30/2020
     DGS17,503$683 06/30/2020
Covington Capital Management20,021$661 03/31/2020
     DGS20,021$661 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,577$614 03/31/2020
     DGS18,577$614 03/31/2020
HighTower Advisors LLC18,462$613 03/31/2020
     DGS18,462$613 03/31/2020
RPG Investment Advisory LLC15,535$606 06/30/2020
     DGS15,535$606 06/30/2020
Ropes Wealth Advisors LLC14,100$550 06/30/2020
     DGS14,100$550 06/30/2020
New World Advisors LLC11,370$544 03/31/2020
     DGS11,370$544 03/31/2020
Chicago Partners Investment Group LLC12,993$539 06/30/2020
     DGS12,993$539 06/30/2020
DAVENPORT & Co LLC13,258$517 06/30/2020
     DGS13,258$517 06/30/2020
Raymond James Financial Services Advisors Inc.13,005$507 06/30/2020
     DGS13,005$507 06/30/2020
Janney Montgomery Scott LLC12,833$501 06/30/2020
     DGS12,833$501 06/30/2020
Lester Murray Antman dba SimplyRich11,856$465 06/30/2020
     DGS11,856$465 06/30/2020
Sontag Advisory LLC13,821$457 03/31/2020
     DGS13,821$457 03/31/2020
Wealthspire Advisors L.P.13,821$457 03/31/2020
     DGS13,821$457 03/31/2020
Cornerstone Capital Inc.13,000$429 03/31/2020
     DGS13,000$429 03/31/2020
Mercer Global Advisors Inc. ADV12,917$427 03/31/2020
     DGS12,917$427 03/31/2020
Colorado Capital Management Inc.10,889$423 06/30/2020
     DGS10,889$423 06/30/2020
First Republic Investment Management Inc.11,975$396 03/31/2020
     DGS11,975$396 03/31/2020
Coastline Trust Co11,390$376 03/31/2020
     DGS11,390$376 03/31/2020
Halbert Hargrove Global Advisors LLC11,261$372 03/31/2020
     DGS11,261$372 03/31/2020
Brown Advisory Inc.10,943$362 03/31/2020
     DGS10,943$362 03/31/2020
Raymond James & Associates8,860$346 06/30/2020
     DGS8,860$346 06/30/2020
Colony Group LLC9,905$327 03/31/2020
     DGS9,905$327 03/31/2020
Wedbush Securities Inc.8,241$321 06/30/2020
     DGS8,241$321 06/30/2020
Park Avenue Securities LLC7,971$311 06/30/2020
     DGS7,971$311 06/30/2020
Whittier Trust Co. of Nevada Inc.7,860$307 06/30/2020
     DGS7,860$307 06/30/2020
Acorn Financial Advisory Services Inc. ADV7,665$300 06/30/2020
     DGS7,665$300 06/30/2020
RFG Advisory LLC7,041$275 06/30/2020
     DGS7,041$275 06/30/2020
BOKF NA7,669$253 03/31/2020
     DGS7,669$253 03/31/2020
Wealthstreet Investment Advisors LLC7,192$238 03/31/2020
     DGS7,192$238 03/31/2020
Sigma Planning Corp6,067$237 06/30/2020
     DGS6,067$237 06/30/2020
Well Done LLC5,829$227 06/30/2020
     DGS5,829$227 06/30/2020
Patriot Financial Group Insurance Agency LLC5,839$227 06/30/2020
     DGS5,839$227 06/30/2020
Psagot Investment House Ltd.5,800$226 06/30/2020
     DGS5,800$226 06/30/2020
Baird Financial Group Inc.6,620$219 03/31/2020
     DGS6,620$219 03/31/2020
Equitable Holdings Inc.6,610$218 03/31/2020
     DGS6,610$218 03/31/2020
Duncker Streett & Co. Inc.5,404$211 06/30/2020
     DGS5,404$211 06/30/2020
Trexquant Investment LP6,297$208 03/31/2020
     DGS6,297$208 03/31/2020
Proequities Inc.6,272$207 03/31/2020
     DGS6,272$207 03/31/2020
Homrich & Berg6,210$205 03/31/2020
     DGS6,210$205 03/31/2020
Nwam LLC5,221$204 06/30/2020
     DGS5,221$204 06/30/2020
JPMorgan Chase & Co.4,250$140 03/31/2020
     DGS4,250$140 03/31/2020
Pathstone Family Office LLC3,720$123 03/31/2020
     DGS3,720$123 03/31/2020
Asset Dedication LLC3,383$111 03/31/2020
     DGS3,383$111 03/31/2020
Blair William & Co. IL3,261$108 03/31/2020
     DGS3,261$108 03/31/2020
Captrust Financial Advisors3,326$106 03/31/2020
     DGS3,326$106 03/31/2020
Howe & Rusling Inc.1,947$76 06/30/2020
     DGS1,947$76 06/30/2020
IFP Advisors Inc1,607$64 06/30/2020
     DGS1,607$64 06/30/2020
FinTrust Capital Advisors LLC1,829$60 03/31/2020
     DGS1,829$60 03/31/2020
Legacy Bridge LLC1,500$59 06/30/2020
     DGS1,500$59 06/30/2020
AlphaMark Advisors LLC1,455$48 03/31/2020
     DGS1,455$48 03/31/2020
US Bancorp DE1,254$41 03/31/2020
     DGS1,254$41 03/31/2020
Barrett Asset Management LLC900$30 03/31/2020
     DGS900$30 03/31/2020
West Bancorporation Inc.694$27 06/30/2020
     DGS694$27 06/30/2020
PNC Financial Services Group Inc.800$26 03/31/2020
     DGS800$26 03/31/2020
Sandy Spring Bank788$26 03/31/2020
     DGS788$26 03/31/2020
Millburn Ridgefield Corp575$22 06/30/2020
     DGS575$22 06/30/2020
Northwestern Mutual Wealth Management Co.539$18 03/31/2020
     DGS539$18 03/31/2020
AlphaCore Capital LLC525$17 03/31/2020
     DGS525$17 03/31/2020
Aspire Private Capital LLC472$16 03/31/2020
     DGS472$16 03/31/2020
Signaturefd LLC365$14 06/30/2020
     DGS365$14 06/30/2020
Flagship Harbor Advisors LLC330$12 06/30/2020
     DGS330$12 06/30/2020
Claraphi Advisory Network LLC350$12 03/31/2020
     DGS350$12 03/31/2020
Creative Financial Designs Inc. ADV291$11 06/30/2020
     DGS291$11 06/30/2020
Winslow Evans & Crocker Inc.245$10 06/30/2020
     DGS245$10 06/30/2020
Citigroup Inc.309$10 03/31/2020
     DGS309$10 03/31/2020
Webster Bank N. A.240$9 06/30/2020
     DGS240$9 06/30/2020
CWM LLC213$8 06/30/2020
     DGS213$8 06/30/2020
AdvisorNet Financial Inc220$7 03/31/2020
     DGS220$7 03/31/2020
QS Investors LLC189$7 03/31/2020
     DGS189$7 03/31/2020
Sowell Financial Services LLC169$6 03/31/2020
     DGS169$6 03/31/2020
Bedel Financial Consulting Inc.129$5 06/30/2020
     DGS129$5 06/30/2020
First Horizon Advisors Inc.100$4 06/30/2020
     DGS100$4 06/30/2020
Cordasco Financial Network94$4 06/30/2020
     DGS94$4 06/30/2020
BDO Wealth Advisors LLC130$4 03/31/2020
     DGS130$4 03/31/2020
Synovus Financial Corp37$2 03/31/2020
     DGS37$2 03/31/2020
Sofos Investments Inc.34$1 03/31/2020
     DGS34$1 03/31/2020
TCI Wealth Advisors Inc.10$0 06/30/2020
     DGS10$0 06/30/2020
Savior LLC1$0 06/30/2020
     DGS1$0 06/30/2020
FMR LLC6$0 03/31/2020
     DGS6$0 03/31/2020
Hudock Inc.11$0 03/31/2020
     DGS11$0 03/31/2020
Lake Point Wealth Management10$0 03/31/2020
     DGS10$0 03/31/2020

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

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