HoldingsChannel.com
Funds Holding DGS
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning8,201,609$270,899 03/31/2020
     DGS8,201,609$270,899 03/31/2020
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
UBS Group AG434,304$14,345 03/31/2020
     DGS434,304$14,345 03/31/2020
3D Asset Management Inc.348,025$11,495 03/31/2020
     DGS348,025$11,495 03/31/2020
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
Victory Capital Management Inc.284,323$9,391 03/31/2020
     DGS284,323$9,391 03/31/2020
America First Investment Advisors LLC280,158$9,254 03/31/2020
     DGS280,158$9,254 03/31/2020
Parsec Financial Management Inc.242,068$7,996 03/31/2020
     DGS242,068$7,996 03/31/2020
Great Point Wealth Advisors LLC239,875$7,923 03/31/2020
     DGS239,875$7,923 03/31/2020
EisnerAmper Wealth Management Corporate Benefits LLC234,132$7,733 03/31/2020
     DGS234,132$7,733 03/31/2020
Motley Fool Wealth Management LLC232,969$7,695 03/31/2020
     DGS232,969$7,695 03/31/2020
First Wilshire Securities Management Inc.203,316$6,716 03/31/2020
     DGS203,316$6,716 03/31/2020
Valmark Advisers Inc.201,300$6,649 03/31/2020
     DGS201,300$6,649 03/31/2020
Ameritas Investment Company LLC203,635$6,549 03/31/2020
     DGS203,635$6,549 03/31/2020
Neumann Capital Management LLC175,649$5,802 03/31/2020
     DGS175,649$5,802 03/31/2020
Cambridge Investment Research Advisors Inc.171,886$5,677 03/31/2020
     DGS171,886$5,677 03/31/2020
Capital One National Association103,896$4,968 12/31/2019
     DGS103,896$4,968 12/31/2019
Baker Ellis Asset Management LLC147,795$4,882 03/31/2020
     DGS147,795$4,882 03/31/2020
Community Financial Services Group LLC144,890$4,786 03/31/2020
     DGS144,890$4,786 03/31/2020
Envestnet Asset Management Inc.134,703$4,449 03/31/2020
     DGS134,703$4,449 03/31/2020
Qube Research & Technologies Ltd130,169$4,299 03/31/2020
     DGS130,169$4,299 03/31/2020
Trustmark National Bank Trust Department122,401$4,043 03/31/2020
     DGS122,401$4,043 03/31/2020
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
Advisor Group Inc.69,360$3,319 12/31/2019
     DGS69,360$3,319 12/31/2019
Avantax Advisory Services Inc.90,439$2,977 03/31/2020
     DGS90,439$2,977 03/31/2020
Beacon Financial Group58,931$2,818 12/31/2019
     DGS58,931$2,818 12/31/2019
Royal Bank of Canada84,796$2,802 03/31/2020
     DGS84,796$2,802 03/31/2020
Steward Partners Investment Advisory LLC82,638$2,729 03/31/2020
     DGS82,638$2,729 03/31/2020
LPL Financial LLC81,595$2,695 03/31/2020
     DGS81,595$2,695 03/31/2020
Fifth Third Bancorp79,758$2,634 03/31/2020
     DGS79,758$2,634 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
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
Ladenburg Thalmann Financial Services Inc.48,873$2,347 12/31/2019
     DGS48,873$2,347 12/31/2019
ProVise Management Group LLC69,922$2,310 03/31/2020
     DGS69,922$2,310 03/31/2020
Swaine & Leidel Wealth Services LLC69,737$2,303 03/31/2020
     DGS69,737$2,303 03/31/2020
Tortoise Investment Management LLC68,549$2,264 03/31/2020
     DGS68,549$2,264 03/31/2020
Smith Moore & CO.67,996$2,246 03/31/2020
     DGS67,996$2,246 03/31/2020
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
American Financial Advisors LLC50,428$1,815 03/31/2020
     DGS50,428$1,815 03/31/2020
Whittier Trust Co.53,132$1,754 03/31/2020
     DGS53,132$1,754 03/31/2020
Texas Yale Capital Corp.50,798$1,678 03/31/2020
     DGS50,798$1,678 03/31/2020
Nicholas Hoffman & Company LLC.49,787$1,644 03/31/2020
     DGS49,787$1,644 03/31/2020
Carroll Financial Associates Inc.45,500$1,502 03/31/2020
     DGS45,500$1,502 03/31/2020
Pinnacle Associates Ltd.43,681$1,443 03/31/2020
     DGS43,681$1,443 03/31/2020
Portland Global Advisors LLC43,107$1,424 03/31/2020
     DGS43,107$1,424 03/31/2020
20 20 Capital Management Inc.38,762$1,404 03/31/2020
     DGS38,762$1,404 03/31/2020
Columbus Macro LLC38,504$1,272 03/31/2020
     DGS38,504$1,272 03/31/2020
WESCAP Management Group Inc.37,269$1,230 03/31/2020
     DGS37,269$1,230 03/31/2020
Armor Investment Advisors LLC36,313$1,199 03/31/2020
     DGS36,313$1,199 03/31/2020
Strategic Wealth Partners Ltd.24,615$1,177 03/31/2020
     DGS24,615$1,177 03/31/2020
Johnson Investment Counsel Inc.27,992$1,137 03/31/2020
     DGS27,992$1,137 03/31/2020
Princeton Global Asset Management LLC34,055$1,125 03/31/2020
     DGS34,055$1,125 03/31/2020
Hanson & Doremus Investment Management33,452$1,105 03/31/2020
     DGS33,452$1,105 03/31/2020
MML Investors Services LLC31,135$1,028 03/31/2020
     DGS31,135$1,028 03/31/2020
Resonant Capital Advisors LLC30,966$1,023 03/31/2020
     DGS30,966$1,023 03/31/2020
Covenant Asset Management LLC30,512$1,008 03/31/2020
     DGS30,512$1,008 03/31/2020
Boston Family Office LLC29,228$965 03/31/2020
     DGS29,228$965 03/31/2020
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
Evanson Asset Management LLC27,758$917 03/31/2020
     DGS27,758$917 03/31/2020
Unison Advisors LLC26,893$888 03/31/2020
     DGS26,893$888 03/31/2020
Perigon Wealth Management LLC25,321$877 03/31/2020
     DGS25,321$877 03/31/2020
Cetera Advisor Networks LLC25,994$859 03/31/2020
     DGS25,994$859 03/31/2020
Smart Money Group LLC25,814$853 03/31/2020
     DGS25,814$853 03/31/2020
V Wealth Advisors LLC23,728$784 03/31/2020
     DGS23,728$784 03/31/2020
Raymond James & Associates23,357$771 03/31/2020
     DGS23,357$771 03/31/2020
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
Moser Wealth Advisors LLC21,059$696 03/31/2020
     DGS21,059$696 03/31/2020
JFS Wealth Advisors LLC20,868$689 03/31/2020
     DGS20,868$689 03/31/2020
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
New World Advisors LLC11,370$544 03/31/2020
     DGS11,370$544 03/31/2020
RPG Investment Advisory LLC15,735$520 03/31/2020
     DGS15,735$520 03/31/2020
Colorado Capital Management Inc.15,728$519 03/31/2020
     DGS15,728$519 03/31/2020
Coastline Trust Co10,540$504 12/31/2019
     DGS10,540$504 12/31/2019
Chicago Partners Investment Group LLC13,112$468 03/31/2020
     DGS13,112$468 03/31/2020
DAVENPORT & Co LLC14,113$466 03/31/2020
     DGS14,113$466 03/31/2020
Ropes Wealth Advisors LLC14,100$466 03/31/2020
     DGS14,100$466 03/31/2020
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
Janney Montgomery Scott LLC13,454$444 03/31/2020
     DGS13,454$444 03/31/2020
Wedbush Securities Inc.13,183$435 03/31/2020
     DGS13,183$435 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
Lester Murray Antman dba SimplyRich12,936$426 03/31/2020
     DGS12,936$426 03/31/2020
First Republic Investment Management Inc.11,975$396 03/31/2020
     DGS11,975$396 03/31/2020
Raymond James Financial Services Advisors Inc.11,573$382 03/31/2020
     DGS11,573$382 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
Eastern Bank10,445$345 03/31/2020
     DGS10,445$345 03/31/2020
Lincoln National Corp10,421$344 03/31/2020
     DGS10,421$344 03/31/2020
Colony Group LLC9,905$327 03/31/2020
     DGS9,905$327 03/31/2020
Duncker Streett & Co. Inc.8,388$277 03/31/2020
     DGS8,388$277 03/31/2020
Well Done LLC7,937$262 03/31/2020
     DGS7,937$262 03/31/2020
BOKF NA7,669$253 03/31/2020
     DGS7,669$253 03/31/2020
Acorn Financial Advisory Services Inc. ADV7,242$240 03/31/2020
     DGS7,242$240 03/31/2020
Wealthstreet Investment Advisors LLC7,192$238 03/31/2020
     DGS7,192$238 03/31/2020
Whittier Trust Co. of Nevada Inc.6,984$231 03/31/2020
     DGS6,984$231 03/31/2020
RFG Advisory LLC6,883$227 03/31/2020
     DGS6,883$227 03/31/2020
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
Alpha Omega Wealth Management LLC6,564$217 03/31/2020
     DGS6,564$217 03/31/2020
Patriot Financial Group Insurance Agency LLC6,458$213 03/31/2020
     DGS6,458$213 03/31/2020
Capital Management Corp VA6,390$211 03/31/2020
     DGS6,390$211 03/31/2020
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
Psagot Investment House Ltd.5,800$192 03/31/2020
     DGS5,800$192 03/31/2020
NEXT Financial Group Inc4,935$163 03/31/2020
     DGS4,935$163 03/31/2020
JPMorgan Chase & Co.4,250$140 03/31/2020
     DGS4,250$140 03/31/2020
Intercontinental Wealth Advisors LLC2,520$114 12/31/2019
     DGS2,520$114 12/31/2019
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
Biltmore Family Office LLC3,168$105 03/31/2020
     DGS3,168$105 03/31/2020
Simplex Trading LLC2,487$82 03/31/2020
     DGS2,487$82 03/31/2020
IFP Advisors Inc1,853$64 03/31/2020
     DGS1,853$64 03/31/2020
Howe & Rusling Inc.1,881$62 03/31/2020
     DGS1,881$62 03/31/2020
FinTrust Capital Advisors LLC1,829$60 03/31/2020
     DGS1,829$60 03/31/2020
Legacy Bridge LLC1,500$50 03/31/2020
     DGS1,500$50 03/31/2020
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
West Bancorporation Inc.923$30 03/31/2020
     DGS923$30 03/31/2020
Barrett Asset Management LLC900$30 03/31/2020
     DGS900$30 03/31/2020
CWM LLC886$29 03/31/2020
     DGS886$29 03/31/2020
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
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
Firestone Capital Management455$15 03/31/2020
     DGS455$15 03/31/2020
Millburn Ridgefield Corp385$13 03/31/2020
     DGS385$13 03/31/2020
Wealthcare Advisory Partners LLC367$12 03/31/2020
     DGS367$12 03/31/2020
Claraphi Advisory Network LLC350$12 03/31/2020
     DGS350$12 03/31/2020
Citigroup Inc.309$10 03/31/2020
     DGS309$10 03/31/2020
Winslow Evans & Crocker Inc.246$10 03/31/2020
     DGS246$10 03/31/2020
Flagship Harbor Advisors LLC291$10 03/31/2020
     DGS291$10 03/31/2020
Webster Bank N. A.240$8 03/31/2020
     DGS240$8 03/31/2020
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
HC Financial Advisors Inc.140$5 03/31/2020
     DGS140$5 03/31/2020
Glassman Wealth Services150$5 03/31/2020
     DGS150$5 03/31/2020
BDO Wealth Advisors LLC130$4 03/31/2020
     DGS130$4 03/31/2020
Bedel Financial Consulting Inc.129$4 03/31/2020
     DGS129$4 03/31/2020
First Horizon Advisors Inc.100$3 03/31/2020
     DGS100$3 03/31/2020
Synovus Financial Corp37$2 03/31/2020
     DGS37$2 03/31/2020
Cordasco Financial Network73$2 03/31/2020
     DGS73$2 03/31/2020
Sofos Investments Inc.34$1 03/31/2020
     DGS34$1 03/31/2020
FMR LLC6$0 03/31/2020
     DGS6$0 03/31/2020
Hudock Inc.11$0 03/31/2020
     DGS11$0 03/31/2020
TCI Wealth Advisors Inc.10$0 03/31/2020
     DGS10$0 03/31/2020
Harwood Advisory Group LLC10$0 03/31/2020
     DGS10$0 03/31/2020
Parallel Advisors LLC21$0 03/31/2020
     DGS21$0 03/31/2020
Lake Point Wealth Management10$0 03/31/2020
     DGS10$0 03/31/2020
Savior LLC1$0 03/31/2020
     DGS1$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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