HoldingsChannel.com
Funds Holding DLN

On this page, we present all of the funds holding DLN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DLN, with a link to that fund's top holdings. The next columns indicate the amount of DLN stock held by each of the funds holding DLN, followed by the DLN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 357 funds holding DLN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by The PNC Financial Services Group Inc.. For more details on the positions held by The PNC Financial Services Group Inc. (or by any of the other funds holding DLN), click the fund name in the "Holder" column of the funds-holding-DLN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
The PNC Financial Services Group Inc.4,049,858$268,830 12/31/2023
     DLN4,049,858$268,830 12/31/2023
LPL Financial LLC3,271,872$217,187 12/31/2023
     DLN3,271,872$217,187 12/31/2023
Morgan Stanley2,767,005$183,674 12/31/2023
     DLN2,767,005$183,674 12/31/2023
Wade G W & Inc.2,094,288$139,019 12/31/2023
     DLN2,094,288$139,019 12/31/2023
Bank of America Corp DE1,524,723$101,211 12/31/2023
     DLN1,524,723$101,211 12/31/2023
Creative Planning1,482,559$98,412 12/31/2023
     DLN1,482,559$98,412 12/31/2023
Ameriprise Financial Inc.1,422,904$94,470 12/31/2023
     DLN1,422,904$94,470 12/31/2023
UBS Group AG1,328,558$88,190 12/31/2023
     DLN1,328,558$88,190 12/31/2023
Evercore Wealth Management LLC1,074,155$71,302 12/31/2023
     DLN1,074,155$71,302 12/31/2023
Commonwealth Equity Services LLC811,362$53,858 12/31/2023
     DLN811,362$53,858 12/31/2023
Great Valley Advisor Group Inc.727,535$48,294 12/31/2023
     DLN727,535$48,294 12/31/2023
Waterway Wealth Management LLC660,505$47,682 03/31/2024
     DLN660,505$47,682 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC673,519$44,708 12/31/2023
     DLN673,519$44,708 12/31/2023
Envestnet Asset Management Inc.608,689$40,405 12/31/2023
     DLN608,689$40,405 12/31/2023
Cambridge Investment Research Advisors Inc.530,411$38,290 03/31/2024
     DLN530,411$38,290 03/31/2024
Royal Bank of Canada555,460$36,872 12/31/2023
     DLN555,460$36,872 12/31/2023
Raymond James Financial Services Advisors Inc.490,261$35,392 03/31/2024
     DLN490,261$35,392 03/31/2024
Stratos Wealth Partners LTD.464,491$33,532 03/31/2024
     DLN464,491$33,532 03/31/2024
Wells Fargo & Company MN440,494$29,240 12/31/2023
     DLN440,494$29,240 12/31/2023
IAG Wealth Partners LLC389,773$28,138 03/31/2024
     DLN389,773$28,138 03/31/2024
JPMorgan Chase & Co.345,044$22,904 12/31/2023
     DLN345,044$22,904 12/31/2023
M Holdings Securities Inc.339,383$22,528 12/31/2023
     DLN339,383$22,528 12/31/2023
Rockefeller Capital Management L.P.335,904$22,297 12/31/2023
     DLN335,904$22,297 12/31/2023
Baird Financial Group Inc.324,023$21,509 12/31/2023
     DLN324,023$21,509 12/31/2023
Traverso Chambers Private Wealth Management LLC254,800$16,914 12/31/2023
     DLN254,800$16,914 12/31/2023
Fox Financial Inc252,599$16,768 12/31/2023
     DLN252,599$16,768 12/31/2023
Cetera Advisor Networks LLC250,191$16,608 12/31/2023
     DLN250,191$16,608 12/31/2023
Bristlecone Advisors LLC224,351$16,196 03/31/2024
     DLN224,351$16,196 03/31/2024
Goldman Sachs Group Inc.240,976$15,996 12/31/2023
     DLN240,976$15,996 12/31/2023
Revolve Wealth Partners LLC218,300$15,759 03/31/2024
     DLN218,300$15,759 03/31/2024
Private Advisor Group LLC231,896$15,394 12/31/2023
     DLN231,896$15,394 12/31/2023
Raymond James & Associates191,214$13,804 03/31/2024
     DLN191,214$13,804 03/31/2024
Advisor Group Holdings Inc.197,506$13,112 12/31/2023
     DLN197,506$13,112 12/31/2023
Steward Partners Investment Advisory LLC194,707$12,925 12/31/2023
     DLN194,707$12,925 12/31/2023
FIDELIS iM LLC171,898$12,409 03/31/2024
     DLN171,898$12,409 03/31/2024
HighTower Advisors LLC162,289$10,776 12/31/2023
     DLN162,289$10,776 12/31/2023
IFG Advisory LLC162,076$10,759 12/31/2023
     DLN162,076$10,759 12/31/2023
Main Street Financial Solutions LLC148,593$10,727 03/31/2024
     DLN148,593$10,727 03/31/2024
Wealth Enhancement Advisory Services LLC136,921$9,884 03/31/2024
     DLN136,921$9,884 03/31/2024
Lake Street Financial LLC136,224$9,834 03/31/2024
     DLN136,224$9,834 03/31/2024
Cetera Advisors LLC146,298$9,711 12/31/2023
     DLN146,298$9,711 12/31/2023
Graves Light Private Wealth Management Inc.139,257$9,244 12/31/2023
     DLN139,257$9,244 12/31/2023
Advisors Capital Management LLC134,883$8,954 12/31/2023
     DLN134,883$8,954 12/31/2023
Northwestern Mutual Wealth Management Co.123,551$8,201 12/31/2023
     DLN123,551$8,201 12/31/2023
Koshinski Asset Management Inc.113,709$7,548 12/31/2023
     DLN113,709$7,548 12/31/2023
CX Institutional102,500$7,400 03/31/2024
     DLN102,500$7,400 03/31/2024
Stratos Wealth Advisors LLC102,435$7,395 03/31/2024
     DLN102,435$7,395 03/31/2024
Almanack Investment Partners LLC.110,676$7,347 12/31/2023
     DLN110,676$7,347 12/31/2023
Moller Financial Services97,532$7,041 03/31/2024
     DLN97,532$7,041 03/31/2024
Kestra Advisory Services LLC104,893$6,963 12/31/2023
     DLN104,893$6,963 12/31/2023
AE Wealth Management LLC101,559$6,848 12/31/2023
     DLN101,559$6,848 12/31/2023
Fairway Wealth LLC102,690$6,817 12/31/2023
     DLN102,690$6,817 12/31/2023
Stifel Financial Corp95,911$6,366 12/31/2023
     DLN95,911$6,366 12/31/2023
RFG Advisory LLC87,728$6,333 03/31/2024
     DLN87,728$6,333 03/31/2024
Tobias Financial Advisors Inc.94,068$6,244 12/31/2023
     DLN94,068$6,244 12/31/2023
Strategic Family Wealth Counselors L.L.C.87,102$5,782 12/31/2023
     DLN87,102$5,782 12/31/2023
Key Financial Inc85,864$5,700 12/31/2023
     DLN85,864$5,700 12/31/2023
Atria Wealth Solutions Inc.85,019$5,644 12/31/2023
     DLN85,019$5,644 12/31/2023
Monticello Wealth Management LLC73,746$5,324 03/31/2024
     DLN73,746$5,324 03/31/2024
Captrust Financial Advisors78,511$5,212 12/31/2023
     DLN78,511$5,212 12/31/2023
Clearwater Capital Advisors LLC78,245$5,194 12/31/2023
     DLN78,245$5,194 12/31/2023
Sarasin & Partners LLP70,442$5,085 03/31/2024
     DLN70,442$5,085 03/31/2024
D.A. Davidson & CO.76,298$5,065 12/31/2023
     DLN76,298$5,065 12/31/2023
Truist Financial Corp68,760$4,564 12/31/2023
     DLN68,760$4,564 12/31/2023
H&H Retirement Design & Management INC65,166$4,532 03/31/2024
     DLN65,166$4,532 03/31/2024
Equitable Holdings Inc.67,186$4,460 12/31/2023
     DLN67,186$4,460 12/31/2023
Congress Wealth Management LLC DE 59,851$4,321 03/31/2024
     DLN59,851$4,321 03/31/2024
Advisors Preferred LLC60,991$4,064 12/31/2023
     DLN60,991$4,064 12/31/2023
Kestra Private Wealth Services LLC60,467$4,014 12/31/2023
     DLN60,467$4,014 12/31/2023
Assetmark Inc.59,714$3,964 12/31/2023
     DLN59,714$3,964 12/31/2023
Comerica Bank58,662$3,894 12/31/2023
     DLN58,662$3,894 12/31/2023
Janney Montgomery Scott LLC55,190$3,664 12/31/2023
     DLN55,190$3,664 12/31/2023
EP Wealth Advisors LLC52,907$3,512 12/31/2023
     DLN52,907$3,512 12/31/2023
Linscomb & Williams Inc.52,628$3,493 12/31/2023
     DLN52,628$3,493 12/31/2023
Circle Wealth Management LLC51,237$3,401 12/31/2023
     DLN51,237$3,401 12/31/2023
Kingswood Wealth Advisors LLC45,516$3,286 03/31/2024
     DLN45,516$3,286 03/31/2024
Susquehanna International Group LLP $3,242 12/31/2023
     DLN41,137$2,731 12/31/2023
     Call7,700$511 12/31/2023
Aspiriant LLC44,753$3,231 03/31/2024
     DLN44,753$3,231 03/31/2024
Lido Advisors LLC48,247$3,203 12/31/2023
     DLN48,247$3,203 12/31/2023
Allen Capital Group LLC42,064$3,037 03/31/2024
     DLN42,064$3,037 03/31/2024
Nadler Financial Group Inc.45,660$3,031 12/31/2023
     DLN45,660$3,031 12/31/2023
True Wealth Design LLC45,302$3,007 12/31/2023
     DLN45,302$3,007 12/31/2023
Cresset Asset Management LLC45,171$2,998 12/31/2023
     DLN45,171$2,998 12/31/2023
Citadel Advisors LLC42,862$2,845 12/31/2023
     DLN42,862$2,845 12/31/2023
Coldstream Capital Management Inc.40,719$2,703 12/31/2023
     DLN40,719$2,703 12/31/2023
Mission Wealth Management LP40,417$2,683 12/31/2023
     DLN40,417$2,683 12/31/2023
Berger Financial Group Inc37,152$2,682 03/31/2024
     DLN37,152$2,682 03/31/2024
Signal Advisors Wealth LLC37,065$2,676 03/31/2024
     DLN37,065$2,676 03/31/2024
Foguth Wealth Management LLC.37,065$2,676 03/31/2024
     DLN37,065$2,676 03/31/2024
Meridian Financial Partners LLC38,023$2,614 03/31/2024
     DLN38,023$2,614 03/31/2024
Avantax Advisory Services Inc.38,948$2,585 12/31/2023
     DLN38,948$2,585 12/31/2023
International Assets Investment Management LLC33,705$2,419 03/31/2024
     DLN33,705$2,419 03/31/2024
Cetera Investment Advisers36,112$2,397 12/31/2023
     DLN36,112$2,397 12/31/2023
MML Investors Services LLC35,722$2,371 12/31/2023
     DLN35,722$2,371 12/31/2023
Gladstone Institutional Advisory LLC35,698$2,370 12/31/2023
     DLN35,698$2,370 12/31/2023
Cerity Partners LLC35,622$2,364 12/31/2023
     DLN35,622$2,364 12/31/2023
Ausdal Financial Partners Inc.31,590$2,280 03/31/2024
     DLN31,590$2,280 03/31/2024
CRA Financial Services LLC30,763$2,221 03/31/2024
     DLN30,763$2,221 03/31/2024
Keybank National Association OH32,664$2,168 12/31/2023
     DLN32,664$2,168 12/31/2023
Amplius Wealth Advisors LLC28,284$2,042 03/31/2024
     DLN28,284$2,042 03/31/2024
Focus Financial Network Inc. ADV29,925$1,986 12/31/2023
     DLN29,925$1,986 12/31/2023
Mather Group LLC.27,080$1,798 03/31/2024
     DLN27,080$1,798 03/31/2024
Chicago Partners Investment Group LLC25,207$1,768 03/31/2024
     DLN25,207$1,768 03/31/2024
Flow Traders U.S. LLC26,320$1,747 12/31/2023
     DLN26,320$1,747 12/31/2023
J.W. Cole Advisors Inc.25,812$1,713 12/31/2023
     DLN25,812$1,713 12/31/2023
Heritage Wealth Management Inc. Texas23,635$1,706 03/31/2024
     DLN23,635$1,706 03/31/2024
Rollins Financial24,903$1,653 12/31/2023
     DLN24,903$1,653 12/31/2023
Rollins Financial Advisors LLC24,903$1,653 12/31/2023
     DLN24,903$1,653 12/31/2023
Resurgent Financial Advisors LLC23,726$1,575 12/31/2023
     DLN23,726$1,575 12/31/2023
Beacon Financial Group23,606$1,567 12/31/2023
     DLN23,606$1,567 12/31/2023
Culbertson A N & Co. Inc.22,960$1,524 12/31/2023
     DLN22,960$1,524 12/31/2023
Thrivent Financial for Lutherans22,859$1,517 12/31/2023
     DLN22,859$1,517 12/31/2023
Citigroup Inc.22,372$1,485 12/31/2023
     DLN22,372$1,485 12/31/2023
Atria Investments LLC21,953$1,457 12/31/2023
     DLN21,953$1,457 12/31/2023
Team Financial Group LLC21,643$1,437 12/31/2023
     DLN21,643$1,437 12/31/2023
Inspirion Wealth Advisors LLC19,652$1,419 03/31/2024
     DLN19,652$1,419 03/31/2024
Geneos Wealth Management Inc.20,874$1,386 12/31/2023
     DLN20,874$1,386 12/31/2023
Renaissance Technologies LLC20,500$1,361 12/31/2023
     DLN20,500$1,361 12/31/2023
FMR LLC19,576$1,299 12/31/2023
     DLN19,576$1,299 12/31/2023
WealthBridge Capital Management LLC19,362$1,285 12/31/2023
     DLN19,362$1,285 12/31/2023
Private Trust Co. NA17,472$1,261 03/31/2024
     DLN17,472$1,261 03/31/2024
KCM Investment Advisors LLC18,984$1,260 12/31/2023
     DLN18,984$1,260 12/31/2023
Mariner LLC18,265$1,212 12/31/2023
     DLN18,265$1,212 12/31/2023
Parallel Advisors LLC18,130$1,203 12/31/2023
     DLN18,130$1,203 12/31/2023
Oppenheimer & Co. Inc.17,746$1,178 12/31/2023
     DLN17,746$1,178 12/31/2023
Sigma Planning Corp17,657$1,172 12/31/2023
     DLN17,657$1,172 12/31/2023
Valeo Financial Advisors LLC16,699$1,170 03/31/2024
     DLN16,699$1,170 03/31/2024
Platform Technology Partners16,996$1,163 12/31/2023
     DLN16,996$1,163 12/31/2023
Alta Wealth Advisors LLC17,420$1,156 12/31/2023
     DLN17,420$1,156 12/31/2023
HB Wealth Management LLC17,352$1,152 12/31/2023
     DLN17,352$1,152 12/31/2023
Ashton Thomas Private Wealth LLC15,080$1,089 03/31/2024
     DLN15,080$1,089 03/31/2024
Merit Financial Group LLC16,114$1,070 12/31/2023
     DLN16,114$1,070 12/31/2023
KMG Fiduciary Partners LLC14,686$1,060 03/31/2024
     DLN14,686$1,060 03/31/2024
Ethos Financial Group LLC15,709$1,043 12/31/2023
     DLN15,709$1,043 12/31/2023
Tranquility Partners LLC15,601$1,036 12/31/2023
     DLN15,601$1,036 12/31/2023
High Net Worth Advisory Group LLC14,180$1,024 03/31/2024
     DLN14,180$1,024 03/31/2024
Arrowroot Family Office LLC14,864$987 12/31/2023
     DLN14,864$987 12/31/2023
US Bancorp DE14,780$981 12/31/2023
     DLN14,780$981 12/31/2023
Dorsey & Whitney Trust CO LLC14,404$956 12/31/2023
     DLN14,404$956 12/31/2023
Colony Group LLC14,289$949 12/31/2023
     DLN14,289$949 12/31/2023
GYL Financial Synergies LLC14,269$947 12/31/2023
     DLN14,269$947 12/31/2023
RSM US Wealth Management LLC13,727$911 12/31/2023
     DLN13,727$911 12/31/2023
Vestor Capital LLC13,608$903 12/31/2023
     DLN13,608$903 12/31/2023
Live Oak Investment Partners13,410$890 12/31/2023
     DLN13,410$890 12/31/2023
Mesirow Financial Investment Management Inc.12,138$876 03/31/2024
     DLN12,138$876 03/31/2024
ShoreHaven Wealth Partners LLC12,963$860 12/31/2023
     DLN12,963$860 12/31/2023
Collaborative Wealth Managment Inc.12,728$845 12/31/2023
     DLN12,728$845 12/31/2023
Cora Capital Advisors LLC10,694$772 03/31/2024
     DLN10,694$772 03/31/2024
Newbridge Financial Services Group Inc.10,619$767 03/31/2024
     DLN10,619$767 03/31/2024
Wedbush Securities Inc.11,092$736 12/31/2023
     DLN11,092$736 12/31/2023
CoreCap Advisors LLC10,920$725 12/31/2023
     DLN10,920$725 12/31/2023
PFG Investments LLC9,992$721 03/31/2024
     DLN9,992$721 03/31/2024
Northern Trust Corp10,776$715 12/31/2023
     DLN10,776$715 12/31/2023
626 Financial LLC9,858$712 03/31/2024
     DLN9,858$712 03/31/2024
Hilltop Partners LLC10,686$709 12/31/2023
     DLN10,686$709 12/31/2023
GM Advisory Group Inc.10,356$687 12/31/2023
     DLN10,356$687 12/31/2023
Noesis Capital Mangement Corp10,000$664 12/31/2023
     DLN10,000$664 12/31/2023
Blair William & Co. IL9,966$662 12/31/2023
     DLN9,966$662 12/31/2023
Midland Wealth Advisors LLC9,846$654 12/31/2023
     DLN9,846$654 12/31/2023
Prudential Financial Inc.9,696$644 12/31/2023
     DLN9,696$644 12/31/2023
IHT Wealth Management LLC9,542$633 12/31/2023
     DLN9,542$633 12/31/2023
National Asset Management Inc.9,517$632 12/31/2023
     DLN9,517$632 12/31/2023
Adamsbrown Wealth Consultants LLC9,502$631 12/31/2023
     DLN9,502$631 12/31/2023
Capital Advisors Wealth Management LLC8,507$614 03/31/2024
     DLN8,507$614 03/31/2024
Adviser Investments LLC9,218$612 12/31/2023
     DLN9,218$612 12/31/2023
Well Done LLC8,364$604 03/31/2024
     DLN8,364$604 03/31/2024
Thoroughbred Financial Services LLC9,055$601 12/31/2023
     DLN9,055$601 12/31/2023
Options Solutions LLC9,000$597 12/31/2023
     DLN9,000$597 12/31/2023
Benedict Financial Advisors Inc.8,181$591 03/31/2024
     DLN8,181$591 03/31/2024
Procyon Private Wealth Partners LLC8,172$590 03/31/2024
     DLN8,172$590 03/31/2024
Wetherby Asset Management Inc.8,850$587 12/31/2023
     DLN8,850$587 12/31/2023
Walden Wealth Partners LLC8,250$582 03/31/2024
     DLN8,250$582 03/31/2024
NewEdge Wealth LLC8,710$578 12/31/2023
     DLN8,710$578 12/31/2023
Flynn Zito Capital Management LLC8,608$571 12/31/2023
     DLN8,608$571 12/31/2023
Moloney Securities Asset Management LLC8,594$570 12/31/2023
     DLN8,594$570 12/31/2023
Kaydan Wealth Management Inc.7,726$558 03/31/2024
     DLN7,726$558 03/31/2024
M&T Bank Corp8,401$558 12/31/2023
     DLN8,401$558 12/31/2023
EverSource Wealth Advisors LLC8,403$558 12/31/2023
     DLN8,403$558 12/31/2023
Frazier Financial Advisors LLC8,395$557 12/31/2023
     DLN8,395$557 12/31/2023
Element Wealth LLC8,303$551 12/31/2023
     DLN8,303$551 12/31/2023
HBK Sorce Advisory LLC8,212$545 12/31/2023
     DLN8,212$545 12/31/2023
First Heartland Consultants Inc.8,090$537 12/31/2023
     DLN8,090$537 12/31/2023
Staley Capital Advisers Inc.8,076$536 12/31/2023
     DLN8,076$536 12/31/2023
Dynamic Advisor Solutions LLC7,269$525 03/31/2024
     DLN7,269$525 03/31/2024
Buckingham Strategic Wealth LLC7,896$524 12/31/2023
     DLN7,896$524 12/31/2023
Grandview Asset Management LLC7,203$520 03/31/2024
     DLN7,203$520 03/31/2024
Haverford Trust Co.7,802$518 12/31/2023
     DLN7,802$518 12/31/2023
Founders Financial Alliance LLC7,540$501 12/31/2023
     DLN7,540$501 12/31/2023
Cozad Asset Management Inc.7,520$499 12/31/2023
     DLN7,520$499 12/31/2023
Family Asset Management LLC7,326$486 12/31/2023
     DLN7,326$486 12/31/2023
Financial Advocates Investment Management7,214$479 12/31/2023
     DLN7,214$479 12/31/2023
Stock Yards Bank & Trust Co.7,170$476 12/31/2023
     DLN7,170$476 12/31/2023
Redmont Wealth Advisors LLC6,461$466 03/31/2024
     DLN6,461$466 03/31/2024
Bank of New York Mellon Corp6,427$464 03/31/2024
     DLN6,427$464 03/31/2024
Western Wealth Management LLC6,981$463 12/31/2023
     DLN6,981$463 12/31/2023
ARK & TLK Investments LLC6,908$459 12/31/2023
     DLN6,908$459 12/31/2023
Powers Advisory Group LLC6,198$447 03/31/2024
     DLN6,198$447 03/31/2024
Manhattan West Asset Management LLC6,718$446 12/31/2023
     DLN6,718$446 12/31/2023
MAI Capital Management6,632$440 12/31/2023
     DLN6,632$440 12/31/2023
Fiduciary Group LLC6,606$439 12/31/2023
     DLN6,606$439 12/31/2023
Whittier Trust Co. of Nevada Inc.6,580$437 12/31/2023
     DLN6,580$437 12/31/2023
Global Retirement Partners LLC6,009$434 03/31/2024
     DLN6,009$434 03/31/2024
CI Private Wealth LLC6,524$433 12/31/2023
     DLN6,524$433 12/31/2023
Reynders McVeigh Capital Management LLC6,500$431 12/31/2023
     DLN6,500$431 12/31/2023
Kovack Advisors Inc.5,905$426 03/31/2024
     DLN5,905$426 03/31/2024
SignalPoint Asset Management LLC5,892$425 03/31/2024
     DLN5,892$425 03/31/2024
Modera Wealth Management LLC6,337$421 12/31/2023
     DLN6,337$421 12/31/2023
Eagle Strategies LLC5,689$411 03/31/2024
     DLN5,689$411 03/31/2024
Waldron Private Wealth LLC6,183$410 12/31/2023
     DLN6,183$410 12/31/2023
Kelman Lazarov Inc.6,178$410 12/31/2023
     DLN6,178$410 12/31/2023
Moisand Fitzgerald Tamayo LLC5,664$409 03/31/2024
     DLN5,664$409 03/31/2024
Associated Banc Corp6,110$406 12/31/2023
     DLN6,110$406 12/31/2023
Willow Creek Wealth Management Inc.6,110$406 12/31/2023
     DLN6,110$406 12/31/2023
Summit Trail Advisors LLC5,500$397 03/31/2024
     DLN5,500$397 03/31/2024
Wealthcare Advisory Partners LLC5,471$395 03/31/2024
     DLN5,471$395 03/31/2024
Cornerstone Wealth Management LLC5,358$387 03/31/2024
     DLN5,358$387 03/31/2024
LS Investment Advisors LLC5,800$385 12/31/2023
     DLN5,800$385 12/31/2023
Hazlett Burt & Watson Inc.5,765$382 12/31/2023
     DLN5,765$382 12/31/2023
Mason Investment Advisory Services Inc.5,650$375 12/31/2023
     DLN5,650$375 12/31/2023
Veriti Management LLC5,105$369 03/31/2024
     DLN5,105$369 03/31/2024
Mutual Advisors LLC5,555$369 12/31/2023
     DLN5,555$369 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.5,458$362 12/31/2023
     DLN5,458$362 12/31/2023
Axxcess Wealth Management LLC5,446$362 12/31/2023
     DLN5,446$362 12/31/2023
Spinnaker Trust5,365$356 12/31/2023
     DLN5,365$356 12/31/2023
Raymond James Trust N.A.4,886$353 03/31/2024
     DLN4,886$353 03/31/2024
Brighton Jones LLC5,317$353 12/31/2023
     DLN5,317$353 12/31/2023
Certified Advisory Corp5,299$352 12/31/2023
     DLN5,299$352 12/31/2023
Garrett Wealth Advisory Group LLC5,294$351 12/31/2023
     DLN5,294$351 12/31/2023
Principal Securities Inc.5,261$349 12/31/2023
     DLN5,261$349 12/31/2023
Wedmont Private Capital4,886$348 03/31/2024
     DLN4,886$348 03/31/2024
Courier Capital LLC4,780$345 03/31/2024
     DLN4,780$345 03/31/2024
Robinson Smith Wealth Advisors LLC4,763$344 03/31/2024
     DLN4,763$344 03/31/2024
Marion Wealth Management4,711$340 03/31/2024
     DLN4,711$340 03/31/2024
OneAscent Financial Services LLC4,696$339 03/31/2024
     DLN4,696$339 03/31/2024
Rockland Trust Co.4,680$338 03/31/2024
     DLN4,680$338 03/31/2024
Nicolet Bankshares Inc.5,084$337 12/31/2023
     DLN5,084$337 12/31/2023
FineMark National Bank & Trust4,990$331 12/31/2023
     DLN4,990$331 12/31/2023
Brown Advisory Inc.4,524$327 03/31/2024
     DLN4,524$327 03/31/2024
Synovus Financial Corp4,842$322 12/31/2023
     DLN4,842$322 12/31/2023
Choate Investment Advisors4,710$313 12/31/2023
     DLN4,710$313 12/31/2023
St. Louis Trust Co4,720$313 12/31/2023
     DLN4,720$313 12/31/2023
Rathbone Brothers plc4,700$312 12/31/2023
     DLN4,700$312 12/31/2023
Peninsula Wealth LLC4,662$309 12/31/2023
     DLN4,662$309 12/31/2023
Buckingham Strategic Partners4,659$309 12/31/2023
     DLN4,659$309 12/31/2023
Northwest Financial Advisors4,635$308 12/31/2023
     DLN4,635$308 12/31/2023
Stonebrook Private Inc.4,617$306 12/31/2023
     DLN4,617$306 12/31/2023
Salomon & Ludwin LLC4,870$299 12/31/2023
     DLN4,870$299 12/31/2023
United Capital Financial Advisers LLC4,455$296 12/31/2023
     DLN4,455$296 12/31/2023
Alliancebernstein L.P.4,410$293 12/31/2023
     DLN4,410$293 12/31/2023
Financial Counselors Inc.4,302$286 12/31/2023
     DLN4,302$286 12/31/2023
Precedent Wealth Partners LLC3,881$280 03/31/2024
     DLN3,881$280 03/31/2024
Camden Capital LLC4,214$280 12/31/2023
     DLN4,214$280 12/31/2023
Kuhn & Co Investment Counsel4,220$280 12/31/2023
     DLN4,220$280 12/31/2023
Institute for Wealth Management LLC.4,176$277 12/31/2023
     DLN4,176$277 12/31/2023
Daymark Wealth Partners LLC3,820$276 03/31/2024
     DLN3,820$276 03/31/2024
Burns J W & Co. Inc. NY3,750$271 03/31/2024
     DLN3,750$271 03/31/2024
Lutz Financial Services LLC4,046$269 12/31/2023
     DLN4,046$269 12/31/2023
GWM Advisors LLC4,000$268 12/31/2023
     DLN4,000$268 12/31/2023
Cary Street Partners Investment Advisory LLC3,930$261 12/31/2023
     DLN3,930$261 12/31/2023
Smith Moore & CO.3,869$257 12/31/2023
     DLN3,869$257 12/31/2023
Insight Advisors LLC PA3,820$254 12/31/2023
     DLN3,820$254 12/31/2023
Private Ocean LLC3,420$247 03/31/2024
     DLN3,420$247 03/31/2024
Wealthquest Corp3,700$246 12/31/2023
     DLN3,700$246 12/31/2023
Vicus Capital3,385$244 03/31/2024
     DLN3,385$244 03/31/2024
Beacon Pointe Advisors LLC3,678$244 12/31/2023
     DLN3,678$244 12/31/2023
Integrated Wealth Concepts LLC3,623$240 12/31/2023
     DLN3,623$240 12/31/2023
Sailer Financial LLC3,600$239 12/31/2023
     DLN3,600$239 12/31/2023
Weaver Consulting Group3,302$238 03/31/2024
     DLN3,302$238 03/31/2024
Sheets Smith Wealth Management3,551$236 12/31/2023
     DLN3,551$236 12/31/2023
Prospera Financial Services Inc3,506$233 12/31/2023
     DLN3,506$233 12/31/2023
Level Four Advisory Services LLC3,487$231 12/31/2023
     DLN3,487$231 12/31/2023
Vertex Planning Partners LLC3,419$227 12/31/2023
     DLN3,419$227 12/31/2023
MTM Investment Management LLC3,122$225 03/31/2024
     DLN3,122$225 03/31/2024
Cherry Tree Wealth Management LLC3,394$225 12/31/2023
     DLN3,394$225 12/31/2023
We Are One Seven LLC3,374$224 12/31/2023
     DLN3,374$224 12/31/2023
Etfidea LLC3,360$223 12/31/2023
     DLN3,360$223 12/31/2023
Marino Stram & Associates LLC3,076$222 03/31/2024
     DLN3,076$222 03/31/2024
OLD National Bancorp IN3,016$218 03/31/2024
     DLN3,016$218 03/31/2024
MCF Advisors LLC3,000$217 03/31/2024
     DLN3,000$217 03/31/2024
Bank of Montreal Can3,257$217 12/31/2023
     DLN3,257$217 12/31/2023
Lincoln National Corp3,212$213 12/31/2023
     DLN3,212$213 12/31/2023
Birch Hill Investment Advisors LLC3,200$212 12/31/2023
     DLN3,200$212 12/31/2023
Ancora Advisors LLC3,159$210 12/31/2023
     DLN3,159$210 12/31/2023
Capital Analysts LLC3,152$209 12/31/2023
     DLN3,152$209 12/31/2023
GPS Wealth Strategies Group LLC3,056$203 12/31/2023
     DLN3,056$203 12/31/2023
Fusion Capital LLC3,062$203 12/31/2023
     DLN3,062$203 12/31/2023
Dixon Fnancial Services Inc.2,787$201 03/31/2024
     DLN2,787$201 03/31/2024
Harbour Investments Inc.2,943$195 12/31/2023
     DLN2,943$195 12/31/2023
FinTrust Capital Advisors LLC2,900$193 12/31/2023
     DLN2,900$193 12/31/2023
NBC Securities Inc.2,609$188 03/31/2024
     DLN2,609$188 03/31/2024
Garde Capital Inc.2,700$179 12/31/2023
     DLN2,700$179 12/31/2023
Edmond DE Rothschild Holding S.A.2,480$165 12/31/2023
     DLN2,480$165 12/31/2023
Spire Wealth Management2,168$157 03/31/2024
     DLN2,168$157 03/31/2024
CWM LLC2,052$148 03/31/2024
     DLN2,052$148 03/31/2024
Roble Belko & Company Inc2,000$144 03/31/2024
     DLN2,000$144 03/31/2024
Franklin Resources Inc.1,686$112 12/31/2023
     DLN1,686$112 12/31/2023
JTC Employer Solutions Trusteee Ltd1,465$105 03/31/2024
     DLN1,465$105 03/31/2024
CVA Family Office LLC1,426$103 03/31/2024
     DLN1,426$103 03/31/2024
Washington Trust Advisors Inc.1,525$101 12/31/2023
     DLN1,525$101 12/31/2023
Signaturefd LLC1,406$93 12/31/2023
     DLN1,406$93 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,396$92 12/31/2023
     DLN1,396$92 12/31/2023
Prestige Wealth Management Group LLC1,376$91 12/31/2023
     DLN1,376$91 12/31/2023
PSI Advisors LLC1,166$84 03/31/2024
     DLN1,166$84 03/31/2024
Optimum Investment Advisors1,130$82 03/31/2024
     DLN1,130$82 03/31/2024
Bartlett & Co. LLC1,233$82 12/31/2023
     DLN1,233$82 12/31/2023
Bartlett & CO. Wealth Management LLC1,233$82 12/31/2023
     DLN1,233$82 12/31/2023
First Horizon Advisors Inc.1,204$80 12/31/2023
     DLN1,204$80 12/31/2023
Benjamin F. Edwards & Company Inc.1,191$79 12/31/2023
     DLN1,191$79 12/31/2023
Aspire Private Capital LLC1,080$78 03/31/2024
     DLN1,080$78 03/31/2024
AdvisorNet Financial Inc1,061$77 03/31/2024
     DLN1,061$77 03/31/2024
IFP Advisors Inc1,002$67 12/31/2023
     DLN1,002$67 12/31/2023
Cullen Frost Bankers Inc.996$66 12/31/2023
     DLN996$66 12/31/2023
Fortis Group Advisors LLC1,000$66 12/31/2023
     DLN1,000$66 12/31/2023
Bank of New Hampshire810$58 03/31/2024
     DLN810$58 03/31/2024
Farmers & Merchants Trust Co of Chambersburg PA880$58 12/31/2023
     DLN880$58 12/31/2023
Pacifica Partners Inc.784$56 03/31/2024
     DLN784$56 03/31/2024
GHP Investment Advisors Inc.748$54 03/31/2024
     DLN748$54 03/31/2024
Nvwm LLC774$51 12/31/2023
     DLN774$51 12/31/2023
Glassman Wealth Services741$49 12/31/2023
     DLN741$49 12/31/2023
Armstrong Advisory Group Inc.636$42 03/31/2024
     DLN636$42 03/31/2024
Tsfg LLC572$41 03/31/2024
     DLN572$41 03/31/2024
ICA Group Wealth Management LLC621$41 12/31/2023
     DLN621$41 12/31/2023
Cambridge Trust Co.599$40 12/31/2023
     DLN599$40 12/31/2023
Rockbridge Investment Management LCC588$39 12/31/2023
     DLN588$39 12/31/2023
National Bank of Canada FI536$36 12/31/2023
     DLN536$36 12/31/2023
Fifth Third Bancorp470$34 03/31/2024
     DLN470$34 03/31/2024
GAMMA Investing LLC472$34 03/31/2024
     DLN472$34 03/31/2024
JNBA Financial Advisors484$32 12/31/2023
     DLN484$32 12/31/2023
Creative Financial Designs Inc. ADV472$31 12/31/2023
     DLN472$31 12/31/2023
Cornerstone Planning Group LLC451$30 12/31/2023
     DLN451$30 12/31/2023
Valley National Advisers Inc.410$29 03/31/2024
     DLN410$29 03/31/2024
Clearstead Advisors LLC408$27 12/31/2023
     DLN408$27 12/31/2023
Capital Advisors Ltd. LLC320$23 03/31/2024
     DLN320$23 03/31/2024
Aptus Capital Advisors LLC300$20 12/31/2023
     DLN300$20 12/31/2023
Toth Financial Advisory Corp268$19 03/31/2024
     DLN268$19 03/31/2024
Capital Investment Advisory Services LLC236$17 03/31/2024
     DLN236$17 03/31/2024
Coastal Investment Advisors Inc.214$15 03/31/2024
     DLN214$15 03/31/2024
Sunbelt Securities Inc.190$14 03/31/2024
     DLN190$14 03/31/2024
SJS Investment Consulting Inc.182$13 03/31/2024
     DLN182$13 03/31/2024
Bessemer Group Inc.200$13 12/31/2023
     DLN200$13 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC180$12 12/31/2023
     DLN180$12 12/31/2023
Qube Research & Technologies Ltd162$11 12/31/2023
     DLN162$11 12/31/2023
Colonial Trust Co SC164$11 12/31/2023
     DLN164$11 12/31/2023
Legend Financial Advisors Inc.125$9 03/31/2024
     DLN125$9 03/31/2024
Sound Income Strategies LLC106$8 03/31/2024
     DLN106$8 03/31/2024
Glass Jacobson Investment Advisors llc120$8 12/31/2023
     DLN120$8 12/31/2023
Tower Research Capital LLC TRC 112$7 12/31/2023
     DLN112$7 12/31/2023
TFC Financial Management100$7 12/31/2023
     DLN100$7 12/31/2023
Asset Dedication LLC82$6 03/31/2024
     DLN82$6 03/31/2024
American Capital Advisory LLC86$6 12/31/2023
     DLN86$6 12/31/2023
Baystate Wealth Management LLC82$5 12/31/2023
     DLN82$5 12/31/2023
Riverview Trust Co44$3 03/31/2024
     DLN44$3 03/31/2024
DHJJ Financial Advisors Ltd.12$1 03/31/2024
     DLN12$1 03/31/2024
Coston McIsaac & Partners16$1 03/31/2024
     DLN16$1 03/31/2024
Bogart Wealth LLC5$0 03/31/2024
     DLN5$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     DLN1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     DLN0$0 12/31/2023
Financial Gravity Asset Management Inc.5$0 12/31/2023
     DLN5$0 12/31/2023

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

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