HoldingsChannel.com
Funds Holding DGS
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning4,147,648$183,741 09/30/2019
     DGS4,147,648$183,741 09/30/2019
Strategic Wealth Partners Ltd.26,635$161,153 09/30/2019
     DGS26,635$161,153 09/30/2019
Bank of America Corp DE1,943,292$86,087 09/30/2019
     DGS1,943,292$86,087 09/30/2019
Wells Fargo & Company MN839,967$37,211 09/30/2019
     DGS839,967$37,211 09/30/2019
Victory Capital Management Inc.683,468$30,278 09/30/2019
     DGS683,468$30,278 09/30/2019
Palladium Partners LLC614,023$28,030 09/30/2019
     DGS614,023$28,030 09/30/2019
Parsec Financial Management Inc.558,305$24,733 09/30/2019
     DGS558,305$24,733 09/30/2019
UBS Group AG507,564$22,485 09/30/2019
     DGS507,564$22,485 09/30/2019
Morgan Stanley464,346$20,571 09/30/2019
     DGS464,346$20,571 09/30/2019
United Services Automobile Association399,145$17,683 09/30/2019
     DGS399,145$17,683 09/30/2019
Eastern Bank321,141$14,227 09/30/2019
     DGS321,141$14,227 09/30/2019
Boston Financial Mangement LLC320,689$14,207 09/30/2019
     DGS320,689$14,207 09/30/2019
America First Investment Advisors LLC275,717$12,214 09/30/2019
     DGS275,717$12,214 09/30/2019
Efficient Advisors LLC271,176$12,013 09/30/2019
     DGS271,176$12,013 09/30/2019
EisnerAmper Wealth Management Corporate Benefits LLC247,056$10,945 09/30/2019
     DGS247,056$10,945 09/30/2019
Motley Fool Wealth Management LLC241,598$10,703 09/30/2019
     DGS241,598$10,703 09/30/2019
First Wilshire Securities Management Inc.236,639$10,483 09/30/2019
     DGS236,639$10,483 09/30/2019
Great Point Wealth Advisors LLC222,817$9,870 09/30/2019
     DGS222,817$9,870 09/30/2019
Jane Street Group LLC175,064$7,755 09/30/2019
     DGS175,064$7,755 09/30/2019
Neumann Capital Management LLC167,450$7,418 09/30/2019
     DGS167,450$7,418 09/30/2019
Stratford Consulting LLC162,784$7,211 09/30/2019
     DGS162,784$7,211 09/30/2019
Baker Ellis Asset Management LLC151,145$6,696 09/30/2019
     DGS151,145$6,696 09/30/2019
Cambridge Investment Research Advisors Inc.149,683$6,631 09/30/2019
     DGS149,683$6,631 09/30/2019
White Pine Investment CO138,235$6,124 09/30/2019
     DGS138,235$6,124 09/30/2019
Community Financial Services Group LLC136,505$6,048 09/30/2019
     DGS136,505$6,048 09/30/2019
Ameriprise Financial Inc.129,884$5,744 09/30/2019
     DGS129,884$5,744 09/30/2019
Envestnet Asset Management Inc.128,369$5,687 09/30/2019
     DGS128,369$5,687 09/30/2019
Trustmark National Bank Trust Department125,888$5,577 09/30/2019
     DGS125,888$5,577 09/30/2019
Royal Bank of Canada113,499$5,027 09/30/2019
     DGS113,499$5,027 09/30/2019
Ameritas Investment Corp107,263$4,922 09/30/2019
     DGS107,263$4,922 09/30/2019
Fifth Third Bancorp104,149$4,614 09/30/2019
     DGS104,149$4,614 09/30/2019
Valmark Advisers Inc.100,311$4,444 09/30/2019
     DGS100,311$4,444 09/30/2019
Bank of Montreal Can96,441$4,272 09/30/2019
     DGS96,441$4,272 09/30/2019
LPL Financial LLC87,305$3,868 09/30/2019
     DGS87,305$3,868 09/30/2019
Raymond James & Associates82,524$3,656 09/30/2019
     DGS82,524$3,656 09/30/2019
Smith Moore & CO.81,039$3,590 09/30/2019
     DGS81,039$3,590 09/30/2019
Advisor Group Inc.79,406$3,518 09/30/2019
     DGS79,406$3,518 09/30/2019
ProVise Management Group LLC72,256$3,201 09/30/2019
     DGS72,256$3,201 09/30/2019
Kings Point Capital Management70,358$3,117 09/30/2019
     DGS70,358$3,117 09/30/2019
United Income Inc.69,615$3,077 09/30/2019
     DGS69,615$3,077 09/30/2019
Tortoise Investment Management LLC68,531$3,036 09/30/2019
     DGS68,531$3,036 09/30/2019
Biltmore Family Office LLC62,171$2,754 09/30/2019
     DGS62,171$2,754 09/30/2019
Ancora Advisors LLC61,570$2,728 09/30/2019
     DGS61,570$2,728 09/30/2019
Carroll Financial Associates Inc.60,946$2,699 09/30/2019
     DGS60,946$2,699 09/30/2019
Commonwealth Equity Services LLC60,922$2,698 09/30/2019
     DGS60,922$2,698 09/30/2019
Nicholas Hoffman & Company LLC.60,597$2,684 09/30/2019
     DGS60,597$2,684 09/30/2019
Cerity Partners LLC58,283$2,582 09/30/2019
     DGS58,283$2,582 09/30/2019
Halbert Hargrove Global Advisors LLC56,653$2,510 09/30/2019
     DGS56,653$2,510 09/30/2019
Beacon Financial Group56,276$2,482 09/30/2019
     DGS56,276$2,482 09/30/2019
Flow Traders U.S. LLC53,334$2,363 09/30/2019
     DGS53,334$2,363 09/30/2019
Texas Yale Capital Corp.51,818$2,296 09/30/2019
     DGS51,818$2,296 09/30/2019
Whittier Trust Co.50,834$2,252 09/30/2019
     DGS50,834$2,252 09/30/2019
Ladenburg Thalmann Financial Services Inc.49,814$2,207 09/30/2019
     DGS49,814$2,207 09/30/2019
Hanson & Doremus Investment Management49,645$2,199 09/30/2019
     DGS49,645$2,199 09/30/2019
MML Investors Services LLC49,444$2,190 09/30/2019
     DGS49,444$2,190 09/30/2019
Osbon Capital Management LLC46,395$2,183 06/30/2019
     DGS46,395$2,183 06/30/2019
WESCAP Management Group Inc.46,537$2,061 09/30/2019
     DGS46,537$2,061 09/30/2019
Pinnacle Associates Ltd.46,151$2,044 09/30/2019
     DGS46,151$2,044 09/30/2019
United Capital Financial Advisers LLC39,496$1,750 09/30/2019
     DGS39,496$1,750 09/30/2019
Portland Global Advisors LLC38,239$1,694 09/30/2019
     DGS38,239$1,694 09/30/2019
Smart Money Group LLC33,984$1,506 09/30/2019
     DGS33,984$1,506 09/30/2019
Armor Investment Advisors LLC33,702$1,493 09/30/2019
     DGS33,702$1,493 09/30/2019
Cetera Advisor Networks LLC33,386$1,481 09/30/2019
     DGS33,386$1,481 09/30/2019
Colorado Capital Management Inc.31,746$1,406 09/30/2019
     DGS31,746$1,406 09/30/2019
Covenant Asset Management LLC29,427$1,304 09/30/2019
     DGS29,427$1,304 09/30/2019
Boston Family Office LLC28,708$1,272 09/30/2019
     DGS28,708$1,272 09/30/2019
Evanson Asset Management LLC28,164$1,248 09/30/2019
     DGS28,164$1,248 09/30/2019
Stifel Financial Corp26,568$1,181 09/30/2019
     DGS26,568$1,181 09/30/2019
Bank of Nova Scotia26,209$1,161 09/30/2019
     DGS26,209$1,161 09/30/2019
Covington Capital Management26,114$1,157 09/30/2019
     DGS26,114$1,157 09/30/2019
Unison Advisors LLC25,114$1,113 09/30/2019
     DGS25,114$1,113 09/30/2019
Albion Financial Group UT21,595$957 09/30/2019
     DGS21,595$957 09/30/2019
HighTower Advisors LLC20,818$920 09/30/2019
     DGS20,818$920 09/30/2019
JFS Wealth Advisors LLC20,381$903 09/30/2019
     DGS20,381$903 09/30/2019
Brown Advisory Inc.19,144$848 09/30/2019
     DGS19,144$848 09/30/2019
IFP Advisors Inc19,182$846 09/30/2019
     DGS19,182$846 09/30/2019
Perigon Wealth Management LLC18,123$819 09/30/2019
     DGS18,123$819 09/30/2019
DAVENPORT & Co LLC16,208$763 09/30/2019
     DGS16,208$763 09/30/2019
BOKF NA16,952$751 09/30/2019
     DGS16,952$751 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,920$750 09/30/2019
     DGS16,920$750 09/30/2019
Lincoln National Corp16,472$730 09/30/2019
     DGS16,472$730 09/30/2019
RPG Investment Advisory LLC15,410$683 09/30/2019
     DGS15,410$683 09/30/2019
Raymond James Financial Services Advisors Inc.15,393$682 09/30/2019
     DGS15,393$682 09/30/2019
Bank OZK15,255$676 09/30/2019
     DGS15,255$676 09/30/2019
Bronfman E.L. Rothschild L.P.14,995$664 09/30/2019
     DGS14,995$664 09/30/2019
Johnson Investment Counsel Inc.14,741$653 09/30/2019
     DGS14,741$653 09/30/2019
3D Asset Management Inc.14,498$642 09/30/2019
     DGS14,498$642 09/30/2019
Chicago Partners Investment Group LLC13,879$636 09/30/2019
     DGS13,879$636 09/30/2019
Coastline Trust Co14,100$625 09/30/2019
     DGS14,100$625 09/30/2019
Cornerstone Capital Inc.13,000$576 09/30/2019
     DGS13,000$576 09/30/2019
Lester Murray Antman dba SimplyRich13,063$576 09/30/2019
     DGS13,063$576 09/30/2019
Mercer Global Advisors Inc. ADV12,788$566 09/30/2019
     DGS12,788$566 09/30/2019
Patriot Financial Group Insurance Agency LLC12,122$537 09/30/2019
     DGS12,122$537 09/30/2019
Surevest Inc.11,953$530 09/30/2019
     DGS11,953$530 09/30/2019
Janney Montgomery Scott LLC11,860$525 09/30/2019
     DGS11,860$525 09/30/2019
Proequities Inc.10,390$460 09/30/2019
     DGS10,390$460 09/30/2019
New World Advisors LLC10,008$443 09/30/2019
     DGS10,008$443 09/30/2019
Colony Group LLC9,858$437 09/30/2019
     DGS9,858$437 09/30/2019
Winning Points Advisors LLC9,850$435 09/30/2019
     DGS9,850$435 09/30/2019
Bank of New York Mellon Corp9,750$432 09/30/2019
     DGS9,750$432 09/30/2019
Well Done LLC9,590$425 09/30/2019
     DGS9,590$425 09/30/2019
Duncker Streett & Co. Inc.9,460$419 09/30/2019
     DGS9,460$419 09/30/2019
Wedbush Securities Inc.9,091$403 09/30/2019
     DGS9,091$403 09/30/2019
Intercontinental Wealth Advisors LLC8,971$397 09/30/2019
     DGS8,971$397 09/30/2019
Clearwater Capital Advisors LLC8,499$377 09/30/2019
     DGS8,499$377 09/30/2019
IFG Advisory LLC8,509$376 09/30/2019
     DGS8,509$376 09/30/2019
Ironsides Asset Advisors LLC7,935$352 09/30/2019
     DGS7,935$352 09/30/2019
First Republic Investment Management Inc.7,431$329 09/30/2019
     DGS7,431$329 09/30/2019
WP Advisors LLC7,356$326 09/30/2019
     DGS7,356$326 09/30/2019
Bell Rock Capital LLC7,223$319 09/30/2019
     DGS7,223$319 09/30/2019
Baird Financial Group Inc.6,782$301 09/30/2019
     DGS6,782$301 09/30/2019
Whittier Trust Co. of Nevada Inc.6,592$292 09/30/2019
     DGS6,592$292 09/30/2019
Capital Management Corp VA6,390$283 09/30/2019
     DGS6,390$283 09/30/2019
Blair William & Co. IL6,261$277 09/30/2019
     DGS6,261$277 09/30/2019
Cable Hill Partners LLC6,185$274 09/30/2019
     DGS6,185$274 09/30/2019
Arete Wealth Advisors LLC5,926$263 09/30/2019
     DGS5,926$263 09/30/2019
Homrich & Berg5,907$262 09/30/2019
     DGS5,907$262 09/30/2019
Psagot Investment House Ltd.5,893$261 09/30/2019
     DGS5,893$261 09/30/2019
RFG Advisory LLC5,884$261 09/30/2019
     DGS5,884$261 09/30/2019
Tranquility Partners LLC5,766$255 09/30/2019
     DGS5,766$255 09/30/2019
JPMorgan Chase & Co.5,650$250 09/30/2019
     DGS5,650$250 09/30/2019
FinTrust Capital Advisors LLC5,277$234 09/30/2019
     DGS5,277$234 09/30/2019
Vista Investment Management5,032$223 09/30/2019
     DGS5,032$223 09/30/2019
First Allied Advisory Services Inc.4,915$218 09/30/2019
     DGS4,915$218 09/30/2019
NEXT Financial Group Inc4,909$217 09/30/2019
     DGS4,909$217 09/30/2019
Western Wealth Management LLC4,831$217 09/30/2019
     DGS4,831$217 09/30/2019
LVM Capital Management Ltd. MI4,750$210 09/30/2019
     DGS4,750$210 09/30/2019
Private Advisor Group LLC4,687$208 09/30/2019
     DGS4,687$208 09/30/2019
Wealthstreet Investment Advisors LLC4,454$204 09/30/2019
     DGS4,454$204 09/30/2019
Bank of The West4,571$202 09/30/2019
     DGS4,571$202 09/30/2019
Nwam LLC4,545$201 09/30/2019
     DGS4,545$201 09/30/2019
Buckingham Asset Management LLC4,523$200 09/30/2019
     DGS4,523$200 09/30/2019
Asset Dedication LLC2,832$126 09/30/2019
     DGS2,832$126 09/30/2019
Captrust Financial Advisors2,848$126 09/30/2019
     DGS2,848$126 09/30/2019
Rehmann Capital Advisory Group2,312$109 06/30/2019
     DGS2,312$109 06/30/2019
Millburn Ridgefield Corp2,076$92 09/30/2019
     DGS2,076$92 09/30/2019
AlphaMark Advisors LLC1,605$71 09/30/2019
     DGS1,605$71 09/30/2019
Bartlett & Co. LLC1,434$64 09/30/2019
     DGS1,434$64 09/30/2019
Howe & Rusling Inc.1,328$59 09/30/2019
     DGS1,328$59 09/30/2019
US Bancorp DE1,254$55 09/30/2019
     DGS1,254$55 09/30/2019
Usca Ria LLC1,150$51 09/30/2019
     DGS1,150$51 09/30/2019
FMR LLC1,145$50 09/30/2019
     DGS1,145$50 09/30/2019
Steward Partners Investment Advisory LLC1,054$46 09/30/2019
     DGS1,054$46 09/30/2019
Webster Bank N. A.990$44 09/30/2019
     DGS990$44 09/30/2019
Barrett Asset Management LLC900$40 09/30/2019
     DGS900$40 09/30/2019
PNC Financial Services Group Inc.800$36 09/30/2019
     DGS800$36 09/30/2019
CWM LLC791$35 09/30/2019
     DGS791$35 09/30/2019
Mycio Wealth Partners LLC700$31 09/30/2019
     DGS700$31 09/30/2019
Capital Analysts LLC711$31 09/30/2019
     DGS711$31 09/30/2019
Princeton Global Asset Management LLC579$26 09/30/2019
     DGS579$26 09/30/2019
Flagship Harbor Advisors LLC569$25 09/30/2019
     DGS569$25 09/30/2019
Aspire Private Capital LLC472$21 09/30/2019
     DGS472$21 09/30/2019
Benjamin F. Edwards & Company Inc.460$20 09/30/2019
     DGS460$20 09/30/2019
Creative Financial Designs Inc. ADV405$18 09/30/2019
     DGS405$18 09/30/2019
Barnett & Company Inc.378$17 09/30/2019
     DGS378$17 09/30/2019
Wealthcare Advisory Partners LLC358$16 09/30/2019
     DGS358$16 09/30/2019
Taylor Hoffman Wealth Management356$16 09/30/2019
     DGS356$16 09/30/2019
Simplex Trading LLC304$13 09/30/2019
     DGS304$13 09/30/2019
Citigroup Inc.271$12 09/30/2019
     DGS271$12 09/30/2019
AdvisorNet Financial Inc272$12 09/30/2019
     DGS272$12 09/30/2019
Winslow Evans & Crocker Inc.246$12 09/30/2019
     DGS246$12 09/30/2019
QS Investors LLC244$11 09/30/2019
     DGS244$11 09/30/2019
Lake Point Wealth Management237$11 06/30/2019
     DGS237$11 06/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA225$10 09/30/2019
     DGS225$10 09/30/2019
Bedel Financial Consulting Inc.129$6 09/30/2019
     DGS129$6 09/30/2019
FTB Advisors Inc.100$4 09/30/2019
     DGS100$4 09/30/2019
Cordasco Financial Network73$3 09/30/2019
     DGS73$3 09/30/2019
Synovus Financial Corp37$2 09/30/2019
     DGS37$2 09/30/2019
Parallel Advisors LLC21$1 09/30/2019
     DGS21$1 09/30/2019
Emerald Investment Partners LLC15$1 09/30/2019
     DGS15$1 09/30/2019
Northwestern Mutual Wealth Management Co.5$0 09/30/2019
     DGS5$0 09/30/2019
Hudock Capital Group LLC11$0 09/30/2019
     DGS11$0 09/30/2019
Financial Gravity Wealth Inc.5$0 09/30/2019
     DGS5$0 09/30/2019
Susquehanna International Group LLP5,100$-137 09/30/2019
     Put8,200$363 09/30/2019
     Call5,100$226 09/30/2019

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

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