HoldingsChannel.com
Funds Holding DGS
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning5,986,446$286,272 12/31/2019
     DGS5,986,446$286,272 12/31/2019
Bank of America Corp DE1,727,598$82,614 12/31/2019
     DGS1,727,598$82,614 12/31/2019
Wells Fargo & Company MN862,592$41,250 12/31/2019
     DGS862,592$41,250 12/31/2019
Victory Capital Management Inc.683,468$32,683 12/31/2019
     DGS683,468$32,683 12/31/2019
Palladium Partners LLC645,562$30,871 12/31/2019
     DGS645,562$30,871 12/31/2019
Morgan Stanley504,449$24,124 12/31/2019
     DGS504,449$24,124 12/31/2019
UBS Group AG500,885$23,952 12/31/2019
     DGS500,885$23,952 12/31/2019
Parsec Financial Management Inc.439,204$21,003 12/31/2019
     DGS439,204$21,003 12/31/2019
United Services Automobile Association399,145$19,079 12/31/2019
     DGS399,145$19,079 12/31/2019
Public Sector Pension Investment Board378,268$18,089 12/31/2019
     DGS378,268$18,089 12/31/2019
Eastern Bank328,148$15,693 12/31/2019
     DGS328,148$15,693 12/31/2019
Boston Financial Mangement LLC321,971$15,397 12/31/2019
     DGS321,971$15,397 12/31/2019
American Financial Advisors LLC333,852$14,726 12/31/2019
     DGS333,852$14,726 12/31/2019
Efficient Advisors LLC286,140$13,683 12/31/2019
     DGS286,140$13,683 12/31/2019
America First Investment Advisors LLC281,104$13,442 12/31/2019
     DGS281,104$13,442 12/31/2019
EisnerAmper Wealth Management Corporate Benefits LLC255,452$12,216 12/31/2019
     DGS255,452$12,216 12/31/2019
Motley Fool Wealth Management LLC241,460$11,547 12/31/2019
     DGS241,460$11,547 12/31/2019
First Wilshire Securities Management Inc.212,545$10,164 12/31/2019
     DGS212,545$10,164 12/31/2019
Great Point Wealth Advisors LLC222,817$9,870 09/30/2019
     DGS222,817$9,870 09/30/2019
Neumann Capital Management LLC171,334$8,193 12/31/2019
     DGS171,334$8,193 12/31/2019
Cambridge Investment Research Advisors Inc.167,654$8,017 12/31/2019
     DGS167,654$8,017 12/31/2019
Stratford Consulting LLC163,715$7,829 12/31/2019
     DGS163,715$7,829 12/31/2019
Baker Ellis Asset Management LLC151,685$7,254 12/31/2019
     DGS151,685$7,254 12/31/2019
Avantax Advisory Services Inc.142,004$6,800 12/31/2019
     DGS142,004$6,800 12/31/2019
Community Financial Services Group LLC141,190$6,752 12/31/2019
     DGS141,190$6,752 12/31/2019
White Pine Investment CO140,918$6,739 12/31/2019
     DGS140,918$6,739 12/31/2019
Ameriprise Financial Inc.124,399$5,955 12/31/2019
     DGS124,399$5,955 12/31/2019
Trustmark National Bank Trust Department123,420$5,902 12/31/2019
     DGS123,420$5,902 12/31/2019
Envestnet Asset Management Inc.119,084$5,695 12/31/2019
     DGS119,084$5,695 12/31/2019
Qube Research & Technologies Ltd116,045$5,549 12/31/2019
     DGS116,045$5,549 12/31/2019
Carroll Financial Associates Inc.115,201$5,508 12/31/2019
     DGS115,201$5,508 12/31/2019
Royal Bank of Canada110,076$5,264 12/31/2019
     DGS110,076$5,264 12/31/2019
Capital One National Association103,896$4,968 12/31/2019
     DGS103,896$4,968 12/31/2019
Fifth Third Bancorp99,057$4,737 12/31/2019
     DGS99,057$4,737 12/31/2019
Valmark Advisers Inc.97,691$4,672 12/31/2019
     DGS97,691$4,672 12/31/2019
Steward Partners Investment Advisory LLC96,443$4,611 12/31/2019
     DGS96,443$4,611 12/31/2019
LPL Financial LLC86,403$4,132 12/31/2019
     DGS86,403$4,132 12/31/2019
Smith Moore & CO.82,729$3,956 12/31/2019
     DGS82,729$3,956 12/31/2019
Kings Point Capital Management75,959$3,632 12/31/2019
     DGS75,959$3,632 12/31/2019
Bank of Montreal Can74,050$3,541 12/31/2019
     DGS74,050$3,541 12/31/2019
Raymond James & Associates73,733$3,526 12/31/2019
     DGS73,733$3,526 12/31/2019
Tortoise Investment Management LLC73,336$3,507 12/31/2019
     DGS73,336$3,507 12/31/2019
ProVise Management Group LLC72,655$3,474 12/31/2019
     DGS72,655$3,474 12/31/2019
Advisor Group Inc.69,360$3,319 12/31/2019
     DGS69,360$3,319 12/31/2019
United Income Inc.69,615$3,077 09/30/2019
     DGS69,615$3,077 09/30/2019
Ancora Advisors LLC61,595$2,945 12/31/2019
     DGS61,595$2,945 12/31/2019
Commonwealth Equity Services LLC61,318$2,932 12/31/2019
     DGS61,318$2,932 12/31/2019
Credit Suisse AG60,917$2,913 12/31/2019
     DGS60,917$2,913 12/31/2019
Nicholas Hoffman & Company LLC.60,302$2,884 12/31/2019
     DGS60,302$2,884 12/31/2019
Beacon Financial Group58,931$2,818 12/31/2019
     DGS58,931$2,818 12/31/2019
Cerity Partners LLC58,285$2,787 12/31/2019
     DGS58,285$2,787 12/31/2019
Swaine & Leidel Wealth Services LLC52,376$2,505 12/31/2019
     DGS52,376$2,505 12/31/2019
Epiq Partners LLC52,084$2,491 12/31/2019
     DGS52,084$2,491 12/31/2019
Texas Yale Capital Corp.51,818$2,478 12/31/2019
     DGS51,818$2,478 12/31/2019
Halbert Hargrove Global Advisors LLC51,789$2,477 12/31/2019
     DGS51,789$2,477 12/31/2019
Whittier Trust Co.49,484$2,366 12/31/2019
     DGS49,484$2,366 12/31/2019
Ladenburg Thalmann Financial Services Inc.48,873$2,347 12/31/2019
     DGS48,873$2,347 12/31/2019
Pinnacle Associates Ltd.45,961$2,198 12/31/2019
     DGS45,961$2,198 12/31/2019
WESCAP Management Group Inc.45,853$2,192 12/31/2019
     DGS45,853$2,192 12/31/2019
Portland Global Advisors LLC43,970$2,103 12/31/2019
     DGS43,970$2,103 12/31/2019
Hanson & Doremus Investment Management43,793$2,094 12/31/2019
     DGS43,793$2,094 12/31/2019
United Capital Financial Advisers LLC38,510$1,842 12/31/2019
     DGS38,510$1,842 12/31/2019
Columbus Macro LLC38,380$1,835 12/31/2019
     DGS38,380$1,835 12/31/2019
Armor Investment Advisors LLC36,315$1,737 12/31/2019
     DGS36,315$1,737 12/31/2019
20 20 Capital Management Inc.37,097$1,686 12/31/2019
     DGS37,097$1,686 12/31/2019
Cetera Advisor Networks LLC32,892$1,568 12/31/2019
     DGS32,892$1,568 12/31/2019
Colorado Capital Management Inc.31,688$1,515 12/31/2019
     DGS31,688$1,515 12/31/2019
Covenant Asset Management LLC30,699$1,468 12/31/2019
     DGS30,699$1,468 12/31/2019
Renaissance Technologies LLC30,564$1,462 12/31/2019
     DGS30,564$1,462 12/31/2019
Equitable Holdings Inc.30,430$1,455 12/31/2019
     DGS30,430$1,455 12/31/2019
Boston Family Office LLC28,833$1,379 12/31/2019
     DGS28,833$1,379 12/31/2019
Resonant Capital Advisors LLC28,202$1,349 12/31/2019
     DGS28,202$1,349 12/31/2019
Evanson Asset Management LLC27,953$1,337 12/31/2019
     DGS27,953$1,337 12/31/2019
Stifel Financial Corp27,901$1,336 12/31/2019
     DGS27,901$1,336 12/31/2019
Unison Advisors LLC25,810$1,234 12/31/2019
     DGS25,810$1,234 12/31/2019
Smart Money Group LLC25,431$1,216 12/31/2019
     DGS25,431$1,216 12/31/2019
MML Investors Services LLC25,415$1,215 12/31/2019
     DGS25,415$1,215 12/31/2019
Covington Capital Management24,801$1,186 12/31/2019
     DGS24,801$1,186 12/31/2019
Strategic Wealth Partners Ltd.24,615$1,177 12/31/2019
     DGS24,615$1,177 12/31/2019
Bank of Nova Scotia24,197$1,150 12/31/2019
     DGS24,197$1,150 12/31/2019
Kovitz Investment Group Partners LLC22,284$1,066 12/31/2019
     DGS22,284$1,066 12/31/2019
HighTower Advisors LLC21,725$1,040 12/31/2019
     DGS21,725$1,040 12/31/2019
Albion Financial Group UT21,595$1,033 12/31/2019
     DGS21,595$1,033 12/31/2019
Perigon Wealth Management LLC21,789$1,032 12/31/2019
     DGS21,789$1,032 12/31/2019
Moser Wealth Advisors LLC21,058$1,007 12/31/2019
     DGS21,058$1,007 12/31/2019
JFS Wealth Advisors LLC20,572$984 12/31/2019
     DGS20,572$984 12/31/2019
Brown Advisory Inc.19,054$911 12/31/2019
     DGS19,054$911 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,021$910 12/31/2019
     DGS19,021$910 12/31/2019
Lincoln National Corp17,673$845 12/31/2019
     DGS17,673$845 12/31/2019
DAVENPORT & Co LLC15,758$754 12/31/2019
     DGS15,758$754 12/31/2019
RPG Investment Advisory LLC15,735$752 12/31/2019
     DGS15,735$752 12/31/2019
Chicago Partners Investment Group LLC15,210$734 12/31/2019
     DGS15,210$734 12/31/2019
Raymond James Financial Services Advisors Inc.15,065$720 12/31/2019
     DGS15,065$720 12/31/2019
Wealthspire Advisors L.P.14,649$701 12/31/2019
     DGS14,649$701 12/31/2019
Johnson Investment Counsel Inc.14,391$688 12/31/2019
     DGS14,391$688 12/31/2019
3D Asset Management Inc.14,180$678 12/31/2019
     DGS14,180$678 12/31/2019
Ropes Wealth Advisors LLC14,100$674 12/31/2019
     DGS14,100$674 12/31/2019
Cornerstone Capital Inc.13,000$622 12/31/2019
     DGS13,000$622 12/31/2019
Lester Murray Antman dba SimplyRich13,030$619 12/31/2019
     DGS13,030$619 12/31/2019
Mercer Global Advisors Inc. ADV12,886$616 12/31/2019
     DGS12,886$616 12/31/2019
Janney Montgomery Scott LLC11,947$571 12/31/2019
     DGS11,947$571 12/31/2019
Proequities Inc.11,740$561 12/31/2019
     DGS11,740$561 12/31/2019
Wedbush Securities Inc.11,419$546 12/31/2019
     DGS11,419$546 12/31/2019
New World Advisors LLC11,370$544 12/31/2019
     DGS11,370$544 12/31/2019
Coastline Trust Co10,540$504 12/31/2019
     DGS10,540$504 12/31/2019
Winning Points Advisors LLC10,350$495 12/31/2019
     DGS10,350$495 12/31/2019
Surevest Inc.10,225$489 12/31/2019
     DGS10,225$489 12/31/2019
Patriot Financial Group Insurance Agency LLC10,083$482 12/31/2019
     DGS10,083$482 12/31/2019
Well Done LLC9,965$477 12/31/2019
     DGS9,965$477 12/31/2019
Bank of New York Mellon Corp9,950$476 12/31/2019
     DGS9,950$476 12/31/2019
Colony Group LLC9,858$471 12/31/2019
     DGS9,858$471 12/31/2019
Duncker Streett & Co. Inc.9,341$447 12/31/2019
     DGS9,341$447 12/31/2019
First Republic Investment Management Inc.9,358$447 12/31/2019
     DGS9,358$447 12/31/2019
Wealthstreet Investment Advisors LLC8,163$390 12/31/2019
     DGS8,163$390 12/31/2019
IFG Advisory LLC7,891$377 12/31/2019
     DGS7,891$377 12/31/2019
BOKF NA7,819$374 12/31/2019
     DGS7,819$374 12/31/2019
Homrich & Berg7,566$362 12/31/2019
     DGS7,566$362 12/31/2019
First Allied Advisory Services Inc.7,492$360 12/31/2019
     DGS7,492$360 12/31/2019
Biltmore Family Office LLC7,353$352 12/31/2019
     DGS7,353$352 12/31/2019
Clearwater Capital Advisors LLC7,249$347 12/31/2019
     DGS7,249$347 12/31/2019
Acorn Financial Advisory Services Inc. ADV7,260$346 12/31/2019
     DGS7,260$346 12/31/2019
Sigma Planning Corp7,041$337 12/31/2019
     DGS7,041$337 12/31/2019
WP Advisors LLC7,029$336 12/31/2019
     DGS7,029$336 12/31/2019
Whittier Trust Co. of Nevada Inc.6,977$334 12/31/2019
     DGS6,977$334 12/31/2019
Baird Financial Group Inc.6,910$330 12/31/2019
     DGS6,910$330 12/31/2019
Merit Financial Group LLC6,750$323 12/31/2019
     DGS6,750$323 12/31/2019
RFG Advisory LLC6,521$312 12/31/2019
     DGS6,521$312 12/31/2019
Capital Management Corp VA6,390$306 12/31/2019
     DGS6,390$306 12/31/2019
Vista Investment Management6,226$298 12/31/2019
     DGS6,226$298 12/31/2019
Arete Wealth Advisors LLC6,094$291 12/31/2019
     DGS6,094$291 12/31/2019
Blair William & Co. IL6,055$290 12/31/2019
     DGS6,055$290 12/31/2019
Princeton Global Asset Management LLC6,031$288 12/31/2019
     DGS6,031$288 12/31/2019
Psagot Investment House Ltd.5,893$282 12/31/2019
     DGS5,893$282 12/31/2019
Element Wealth LLC5,870$281 12/31/2019
     DGS5,870$281 12/31/2019
Bell Rock Capital LLC5,788$280 12/31/2019
     DGS5,788$280 12/31/2019
Tranquility Partners LLC5,787$277 12/31/2019
     DGS5,787$277 12/31/2019
Ironsides Asset Advisors LLC5,535$265 12/31/2019
     DGS5,535$265 12/31/2019
GYL Financial Synergies LLC5,533$265 12/31/2019
     DGS5,533$265 12/31/2019
Vantage Financial Partners Ltd. Inc.5,200$249 12/31/2019
     DGS5,200$249 12/31/2019
NEXT Financial Group Inc4,927$236 12/31/2019
     DGS4,927$236 12/31/2019
LVM Capital Management Ltd. MI4,750$227 12/31/2019
     DGS4,750$227 12/31/2019
Bluestein R H & Co.4,706$225 12/31/2019
     DGS4,706$225 12/31/2019
Western Wealth Management LLC4,618$221 12/31/2019
     DGS4,618$221 12/31/2019
Buckingham Asset Management LLC4,559$218 12/31/2019
     DGS4,559$218 12/31/2019
Ieq Capital LLC4,556$218 12/31/2019
     DGS4,556$218 12/31/2019
Nwam LLC4,545$217 12/31/2019
     DGS4,545$217 12/31/2019
Aprio Wealth Management LLC4,519$216 12/31/2019
     DGS4,519$216 12/31/2019
Private Advisor Group LLC4,471$214 12/31/2019
     DGS4,471$214 12/31/2019
Cable Hill Partners LLC4,485$214 12/31/2019
     DGS4,485$214 12/31/2019
Dynamic Advisor Solutions LLC4,407$211 12/31/2019
     DGS4,407$211 12/31/2019
Bank of The West4,380$209 12/31/2019
     DGS4,380$209 12/31/2019
JPMorgan Chase & Co.4,250$203 12/31/2019
     DGS4,250$203 12/31/2019
Asset Dedication LLC3,017$145 12/31/2019
     DGS3,017$145 12/31/2019
IFP Advisors Inc2,681$130 12/31/2019
     DGS2,681$130 12/31/2019
Millburn Ridgefield Corp2,681$128 12/31/2019
     DGS2,681$128 12/31/2019
US Bancorp DE2,449$117 12/31/2019
     DGS2,449$117 12/31/2019
Intercontinental Wealth Advisors LLC2,520$114 12/31/2019
     DGS2,520$114 12/31/2019
Legacy Bridge LLC2,329$111 12/31/2019
     DGS2,329$111 12/31/2019
FinTrust Capital Advisors LLC2,026$97 12/31/2019
     DGS2,026$97 12/31/2019
AlphaMark Advisors LLC1,455$70 12/31/2019
     DGS1,455$70 12/31/2019
Simplex Trading LLC1,368$65 12/31/2019
     DGS1,368$65 12/31/2019
Howe & Rusling Inc.1,328$64 12/31/2019
     DGS1,328$64 12/31/2019
Bartlett & Co. LLC1,434$64 09/30/2019
     DGS1,434$64 09/30/2019
West Bancorporation Inc.1,256$60 12/31/2019
     DGS1,256$60 12/31/2019
FMR LLC1,165$56 12/31/2019
     DGS1,165$56 12/31/2019
CWM LLC1,086$52 12/31/2019
     DGS1,086$52 12/31/2019
JNBA Financial Advisors968$46 12/31/2019
     DGS968$46 12/31/2019
Barrett Asset Management LLC900$43 12/31/2019
     DGS900$43 12/31/2019
PNC Financial Services Group Inc.800$38 12/31/2019
     DGS800$38 12/31/2019
Capital Analysts LLC729$35 12/31/2019
     DGS729$35 12/31/2019
Mycio Wealth Partners LLC700$33 12/31/2019
     DGS700$33 12/31/2019
AlphaCore Capital LLC524$25 12/31/2019
     DGS524$25 12/31/2019
Aspire Private Capital LLC472$23 12/31/2019
     DGS472$23 12/31/2019
Northwestern Mutual Wealth Management Co.400$19 12/31/2019
     DGS400$19 12/31/2019
Barnett & Company Inc.378$18 12/31/2019
     DGS378$18 12/31/2019
Taylor Hoffman Wealth Management356$17 12/31/2019
     DGS356$17 12/31/2019
Citigroup Inc.295$14 12/31/2019
     DGS295$14 12/31/2019
Flagship Harbor Advisors LLC290$14 12/31/2019
     DGS290$14 12/31/2019
AdvisorNet Financial Inc272$13 12/31/2019
     DGS272$13 12/31/2019
QS Investors LLC244$12 12/31/2019
     DGS244$12 12/31/2019
Winslow Evans & Crocker Inc.246$12 12/31/2019
     DGS246$12 12/31/2019
Wealthcare Advisory Partners LLC244$12 12/31/2019
     DGS244$12 12/31/2019
Creative Financial Designs Inc. ADV235$11 12/31/2019
     DGS235$11 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA225$11 12/31/2019
     DGS225$11 12/31/2019
Webster Bank N. A.240$11 12/31/2019
     DGS240$11 12/31/2019
Bedel Financial Consulting Inc.129$6 12/31/2019
     DGS129$6 12/31/2019
FTB Advisors Inc.100$5 12/31/2019
     DGS100$5 12/31/2019
TCI Wealth Advisors Inc.70$3 12/31/2019
     DGS70$3 12/31/2019
Cordasco Financial Network73$3 12/31/2019
     DGS73$3 12/31/2019
Synovus Financial Corp37$2 12/31/2019
     DGS37$2 12/31/2019
Parallel Advisors LLC21$1 12/31/2019
     DGS21$1 12/31/2019
Emerald Investment Partners LLC15$1 12/31/2019
     DGS15$1 12/31/2019
Hudock Capital Group LLC11$0 12/31/2019
     DGS11$0 12/31/2019
Aptus Capital Advisors LLC5$0 12/31/2019
     DGS5$0 12/31/2019
Lake Point Wealth Management10$0 12/31/2019
     DGS10$0 12/31/2019
Savior LLC1$0 12/31/2019
     DGS1$0 12/31/2019
Financial Gravity Wealth Inc.5$0 09/30/2019
     DGS5$0 09/30/2019
Susquehanna International Group LLP5,900$-321 12/31/2019
     Put12,600$603 12/31/2019
     Call5,900$282 12/31/2019

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

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