HoldingsChannel.com
Funds Holding DLS
HolderAmountPosition Size
($ in 1000's)
 As of
Efficient Advisors LLC644,995$45,869 12/31/2019
     DLS644,995$45,869 12/31/2019
Allworth Financial LP508,066$36,131 12/31/2019
     DLS508,066$36,131 12/31/2019
3D Asset Management Inc.470,280$33,444 12/31/2019
     DLS470,280$33,444 12/31/2019
Bank of America Corp DE455,724$32,408 12/31/2019
     DLS455,724$32,408 12/31/2019
Morgan Stanley423,055$30,086 12/31/2019
     DLS423,055$30,086 12/31/2019
UBS Group AG250,850$17,839 12/31/2019
     DLS250,850$17,839 12/31/2019
Royal Bank of Canada229,132$16,295 12/31/2019
     DLS229,132$16,295 12/31/2019
Envestnet Asset Management Inc.212,732$15,128 12/31/2019
     DLS212,732$15,128 12/31/2019
Carlson Capital Management184,600$13,128 12/31/2019
     DLS184,600$13,128 12/31/2019
HighTower Advisors LLC150,714$10,706 12/31/2019
     DLS150,714$10,706 12/31/2019
GHP Investment Advisors Inc.149,728$10,648 12/31/2019
     DLS149,728$10,648 12/31/2019
Ameriprise Financial Inc.147,819$10,513 12/31/2019
     DLS147,819$10,513 12/31/2019
Commonwealth Equity Services LLC147,565$10,494 12/31/2019
     DLS147,565$10,494 12/31/2019
PrairieView Partners LLC139,894$9,949 12/31/2019
     DLS139,894$9,949 12/31/2019
Meridian Financial Partners LLC130,056$9,182 12/31/2019
     DLS130,056$9,182 12/31/2019
Wells Fargo & Company MN118,224$8,408 12/31/2019
     DLS118,224$8,408 12/31/2019
Raymond James Financial Services Advisors Inc.117,122$8,329 12/31/2019
     DLS117,122$8,329 12/31/2019
Shakespeare Wealth Management Inc.108,402$7,709 12/31/2019
     DLS108,402$7,709 12/31/2019
JFS Wealth Advisors LLC93,452$6,646 12/31/2019
     DLS93,452$6,646 12/31/2019
Merriman Wealth Management LLC92,642$6,588 12/31/2019
     DLS92,642$6,588 12/31/2019
WESCAP Management Group Inc.88,525$6,295 12/31/2019
     DLS88,525$6,295 12/31/2019
Heartland Advisors Inc.83,635$5,948 12/31/2019
     DLS83,635$5,948 12/31/2019
RPG Investment Advisory LLC82,148$5,842 12/31/2019
     DLS82,148$5,842 12/31/2019
Evanson Asset Management LLC82,034$5,834 12/31/2019
     DLS82,034$5,834 12/31/2019
Smith Moore & CO.78,462$5,580 12/31/2019
     DLS78,462$5,580 12/31/2019
Barber Financial Group Inc.74,673$5,310 12/31/2019
     DLS74,673$5,310 12/31/2019
MAI Capital Management73,573$5,232 12/31/2019
     DLS73,573$5,232 12/31/2019
Citadel Advisors LLC73,292$5,212 12/31/2019
     DLS73,292$5,212 12/31/2019
Avantax Advisory Services Inc.72,264$5,133 12/31/2019
     DLS72,264$5,133 12/31/2019
Comerica Bank71,104$4,879 12/31/2019
     DLS71,104$4,879 12/31/2019
StrategIQ Financial Group LLC64,917$4,616 12/31/2019
     DLS64,917$4,616 12/31/2019
Surevest Inc.63,484$4,515 12/31/2019
     DLS63,484$4,515 12/31/2019
Raymond James & Associates62,301$4,430 12/31/2019
     DLS62,301$4,430 12/31/2019
Neumann Capital Management LLC61,098$4,345 12/31/2019
     DLS61,098$4,345 12/31/2019
Beacon Financial Group58,744$4,178 12/31/2019
     DLS58,744$4,178 12/31/2019
Comprehensive Portfolio Management LLC57,346$4,078 12/31/2019
     DLS57,346$4,078 12/31/2019
Telos Capital Management Inc.51,320$3,650 12/31/2019
     DLS51,320$3,650 12/31/2019
Coastline Trust Co49,000$3,485 12/31/2019
     DLS49,000$3,485 12/31/2019
Marietta Wealth Management LLC48,860$3,475 12/31/2019
     DLS48,860$3,475 12/31/2019
Qube Research & Technologies Ltd45,565$3,240 12/31/2019
     DLS45,565$3,240 12/31/2019
One Capital Management LLC45,067$3,205 12/31/2019
     DLS45,067$3,205 12/31/2019
Cambridge Investment Research Advisors Inc.44,800$3,186 12/31/2019
     DLS44,800$3,186 12/31/2019
Savant Capital LLC43,734$3,110 12/31/2019
     DLS43,734$3,110 12/31/2019
Baker Avenue Asset Management LP42,763$3,041 12/31/2019
     DLS42,763$3,041 12/31/2019
Private Advisor Group LLC41,795$2,972 12/31/2019
     DLS41,795$2,972 12/31/2019
Advisor Group Inc.40,950$2,913 12/31/2019
     DLS40,950$2,913 12/31/2019
Ladenburg Thalmann Financial Services Inc.40,229$2,805 12/31/2019
     DLS40,229$2,805 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC39,406$2,802 12/31/2019
     DLS39,406$2,802 12/31/2019
LPL Financial LLC38,066$2,707 12/31/2019
     DLS38,066$2,707 12/31/2019
Bank of Montreal Can38,044$2,705 12/31/2019
     DLS38,044$2,705 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management38,013$2,703 12/31/2019
     DLS38,013$2,703 12/31/2019
Cedar Brook Financial Partners LLC37,693$2,681 12/31/2019
     DLS37,693$2,681 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC35,593$2,531 12/31/2019
     DLS35,593$2,531 12/31/2019
Stratford Consulting LLC32,728$2,327 12/31/2019
     DLS32,728$2,327 12/31/2019
Asset Planning Services Ltd.33,440$2,290 12/31/2019
     DLS33,440$2,290 12/31/2019
Capital Analysts LLC30,223$2,149 12/31/2019
     DLS30,223$2,149 12/31/2019
Ferguson Wellman Capital Management Inc.29,240$2,079 12/31/2019
     DLS29,240$2,079 12/31/2019
United Capital Financial Advisers LLC29,188$2,076 12/31/2019
     DLS29,188$2,076 12/31/2019
Cpwm LLC29,046$2,066 12/31/2019
     DLS29,046$2,066 12/31/2019
Unison Advisors LLC29,010$2,063 12/31/2019
     DLS29,010$2,063 12/31/2019
Smart Money Group LLC25,790$1,833 12/31/2019
     DLS25,790$1,833 12/31/2019
ARGI Investment Services LLC25,314$1,729 12/31/2019
     DLS25,314$1,729 12/31/2019
Jane Street Group LLC24,294$1,728 12/31/2019
     DLS24,294$1,728 12/31/2019
Stifel Financial Corp23,492$1,670 12/31/2019
     DLS23,492$1,670 12/31/2019
Credit Suisse AG23,207$1,650 12/31/2019
     DLS23,207$1,650 12/31/2019
Parkside Advisors LLC21,698$1,543 12/31/2019
     DLS21,698$1,543 12/31/2019
Wade G W & Inc.21,225$1,509 12/31/2019
     DLS21,225$1,509 12/31/2019
Tortoise Investment Management LLC20,044$1,425 12/31/2019
     DLS20,044$1,425 12/31/2019
Fiduciary Trust Co.18,634$1,325 12/31/2019
     DLS18,634$1,325 12/31/2019
Smithbridge Asset Management Inc. DE18,201$1,294 12/31/2019
     DLS18,201$1,294 12/31/2019
MML Investors Services LLC18,005$1,280 12/31/2019
     DLS18,005$1,280 12/31/2019
DAVENPORT & Co LLC17,600$1,252 12/31/2019
     DLS17,600$1,252 12/31/2019
Cetera Advisor Networks LLC16,649$1,179 12/31/2019
     DLS16,649$1,179 12/31/2019
Kovitz Investment Group Partners LLC16,270$1,157 12/31/2019
     DLS16,270$1,157 12/31/2019
Benjamin F. Edwards & Company Inc.16,139$1,148 12/31/2019
     DLS16,139$1,148 12/31/2019
Biltmore Family Office LLC15,425$1,097 12/31/2019
     DLS15,425$1,097 12/31/2019
Hengehold Capital Management LLC14,558$1,035 12/31/2019
     DLS14,558$1,035 12/31/2019
Cahill Financial Advisors Inc.14,422$1,026 12/31/2019
     DLS14,422$1,026 12/31/2019
Bristlecone Advisors LLC13,043$928 12/31/2019
     DLS13,043$928 12/31/2019
Wealth Architects LLC13,027$926 12/31/2019
     DLS13,027$926 12/31/2019
Steward Partners Investment Advisory LLC12,718$904 12/31/2019
     DLS12,718$904 12/31/2019
Capital One National Association12,651$900 12/31/2019
     DLS12,651$900 12/31/2019
M Holdings Securities Inc.12,568$894 12/31/2019
     DLS12,568$894 12/31/2019
Virtu Financial LLC12,145$864 12/31/2019
     DLS12,145$864 12/31/2019
United Income Inc.13,411$851 09/30/2019
     DLS13,411$851 09/30/2019
Alpha Omega Wealth Management LLC11,426$813 12/31/2019
     DLS11,426$813 12/31/2019
First Heartland Consultants Inc.11,373$809 12/31/2019
     DLS11,373$809 12/31/2019
Wealthspire Advisors L.P.11,189$796 12/31/2019
     DLS11,189$796 12/31/2019
Condor Capital Management11,015$783 12/31/2019
     DLS11,015$783 12/31/2019
Invesco Ltd.10,887$774 12/31/2019
     DLS10,887$774 12/31/2019
Legacy Wealth Partners Inc.11,186$774 12/31/2019
     DLS11,186$774 12/31/2019
AllSquare Wealth Management LLC10,747$764 12/31/2019
     DLS10,747$764 12/31/2019
Atria Investments LLC10,392$739 12/31/2019
     DLS10,392$739 12/31/2019
Howe & Rusling Inc.10,048$715 12/31/2019
     DLS10,048$715 12/31/2019
Signet Financial Management LLC10,025$713 12/31/2019
     DLS10,025$713 12/31/2019
Captrust Financial Advisors9,919$711 12/31/2019
     DLS9,919$711 12/31/2019
TCI Wealth Advisors Inc.9,720$691 12/31/2019
     DLS9,720$691 12/31/2019
Baird Financial Group Inc.9,241$657 12/31/2019
     DLS9,241$657 12/31/2019
D Orazio & Associates Inc.9,213$655 12/31/2019
     DLS9,213$655 12/31/2019
Lester Murray Antman dba SimplyRich9,109$645 12/31/2019
     DLS9,109$645 12/31/2019
United Bank8,796$625 12/31/2019
     DLS8,796$625 12/31/2019
Truewealth LLC8,763$623 12/31/2019
     DLS8,763$623 12/31/2019
Private Vista LLC8,689$618 12/31/2019
     DLS8,689$618 12/31/2019
Creative Planning8,633$614 12/31/2019
     DLS8,633$614 12/31/2019
Rockefeller Capital Management L.P.8,538$607 12/31/2019
     DLS8,538$607 12/31/2019
Managed Account Services Inc.8,330$589 12/31/2019
     DLS8,330$589 12/31/2019
Laurel Wealth Advisors Inc.8,251$587 12/31/2019
     DLS8,251$587 12/31/2019
Citigroup Inc.8,079$575 12/31/2019
     DLS8,079$575 12/31/2019
First Republic Investment Management Inc.8,051$573 12/31/2019
     DLS8,051$573 12/31/2019
RDA Financial Network8,105$558 12/31/2019
     DLS8,105$558 12/31/2019
Buckingham Asset Management LLC7,208$513 12/31/2019
     DLS7,208$513 12/31/2019
Riverpoint Wealth Management Holdings LLC6,933$493 12/31/2019
     DLS6,933$493 12/31/2019
Winning Points Advisors LLC6,816$485 12/31/2019
     DLS6,816$485 12/31/2019
Brown Advisory Inc.6,787$483 12/31/2019
     DLS6,787$483 12/31/2019
Lincoln National Corp6,782$482 12/31/2019
     DLS6,782$482 12/31/2019
Matisse Capital6,632$472 12/31/2019
     DLS6,632$472 12/31/2019
Bank of Nova Scotia6,571$465 12/31/2019
     DLS6,571$465 12/31/2019
Pinnacle Associates Ltd.6,418$456 12/31/2019
     DLS6,418$456 12/31/2019
Bingham Osborn & Scarborough LLC6,353$452 12/31/2019
     DLS6,353$452 12/31/2019
Pinnacle Wealth Management Advisory Group LLC6,175$439 12/31/2019
     DLS6,175$439 12/31/2019
SignalPoint Asset Management LLC6,157$438 12/31/2019
     DLS6,157$438 12/31/2019
Joel Isaacson & Co. LLC6,136$436 12/31/2019
     DLS6,136$436 12/31/2019
Quantum Capital Management5,963$424 12/31/2019
     DLS5,963$424 12/31/2019
Iberiabank Corp5,944$423 12/31/2019
     DLS5,944$423 12/31/2019
Means Investment CO. Inc.5,667$401 12/31/2019
     DLS5,667$401 12/31/2019
Jordan Park Group LLC5,519$392 12/31/2019
     DLS5,519$392 12/31/2019
Flow Traders U.S. LLC5,486$390 12/31/2019
     DLS5,486$390 12/31/2019
Camelot Portfolios LLC5,470$389 12/31/2019
     DLS5,470$389 12/31/2019
US Bancorp DE5,359$381 12/31/2019
     DLS5,359$381 12/31/2019
Family Legacy Inc.5,104$360 12/31/2019
     DLS5,104$360 12/31/2019
Eaton Vance Management5,041$358 12/31/2019
     DLS5,041$358 12/31/2019
Charles Schwab Trust Co4,736$337 12/31/2019
     DLS4,736$337 12/31/2019
Northern Trust Corp4,635$329 12/31/2019
     DLS4,635$329 12/31/2019
Calton & Associates Inc.4,419$314 12/31/2019
     DLS4,419$314 12/31/2019
Patriot Financial Group Insurance Agency LLC4,368$311 12/31/2019
     DLS4,368$311 12/31/2019
Dowling & Yahnke LLC4,281$304 12/31/2019
     DLS4,281$304 12/31/2019
Level Four Advisory Services LLC4,083$291 12/31/2019
     DLS4,083$291 12/31/2019
Western Wealth Management LLC4,037$287 12/31/2019
     DLS4,037$287 12/31/2019
Capital Advisors Ltd. LLC3,988$284 12/31/2019
     DLS3,988$284 12/31/2019
BCS Wealth Management3,975$283 12/31/2019
     DLS3,975$283 12/31/2019
Patton Albertson Miller Group LLC3,909$278 12/31/2019
     DLS3,909$278 12/31/2019
Selective Wealth Management Inc.3,903$278 12/31/2019
     DLS3,903$278 12/31/2019
Truist Financial Corp3,864$275 12/31/2019
     DLS3,864$275 12/31/2019
LexAurum Advisors LLC3,851$274 12/31/2019
     DLS3,851$274 12/31/2019
Thoroughbred Financial Services LLC3,836$273 12/31/2019
     DLS3,836$273 12/31/2019
CWM LLC3,689$262 12/31/2019
     DLS3,689$262 12/31/2019
Prime Capital Investment Advisors LLC3,590$255 12/31/2019
     DLS3,590$255 12/31/2019
Goldman Sachs Group Inc.3,560$253 12/31/2019
     DLS3,560$253 12/31/2019
Raymond James Trust N.A.3,537$252 12/31/2019
     DLS3,537$252 12/31/2019
Suntrust Banks Inc.3,960$252 09/30/2019
     DLS3,960$252 09/30/2019
Millennium Management LLC3,521$250 12/31/2019
     DLS3,521$250 12/31/2019
Acorn Financial Advisory Services Inc. ADV3,448$245 12/31/2019
     DLS3,448$245 12/31/2019
American Research & Management Co.3,431$244 12/31/2019
     DLS3,431$244 12/31/2019
NTV Asset Management LLC3,200$228 12/31/2019
     DLS3,200$228 12/31/2019
RFG Advisory LLC3,213$228 12/31/2019
     DLS3,213$228 12/31/2019
Two Sigma Securities LLC3,198$227 12/31/2019
     DLS3,198$227 12/31/2019
Ahrens Investment Partners LLC3,151$224 12/31/2019
     DLS3,151$224 12/31/2019
Colony Group LLC3,088$220 12/31/2019
     DLS3,088$220 12/31/2019
Financial Counselors Inc.3,006$214 12/31/2019
     DLS3,006$214 12/31/2019
Chicago Partners Investment Group LLC3,004$213 12/31/2019
     DLS3,004$213 12/31/2019
EisnerAmper Wealth Management Corporate Benefits LLC2,986$212 12/31/2019
     DLS2,986$212 12/31/2019
Personal CFO Solutions LLC2,910$207 12/31/2019
     DLS2,910$207 12/31/2019
Nicolet Advisory Services LLC2,900$206 12/31/2019
     DLS2,900$206 12/31/2019
Clearwater Capital Advisors LLC2,831$201 12/31/2019
     DLS2,831$201 12/31/2019
Arete Wealth Advisors LLC2,813$200 12/31/2019
     DLS2,813$200 12/31/2019
FinTrust Capital Advisors LLC2,673$190 12/31/2019
     DLS2,673$190 12/31/2019
PNC Financial Services Group Inc.2,419$171 12/31/2019
     DLS2,419$171 12/31/2019
Independence Bank of Kentucky1,895$135 12/31/2019
     DLS1,895$135 12/31/2019
Blair William & Co. IL1,891$134 12/31/2019
     DLS1,891$134 12/31/2019
Princeton Global Asset Management LLC1,830$130 12/31/2019
     DLS1,830$130 12/31/2019
Asset Dedication LLC1,770$126 12/31/2019
     DLS1,770$126 12/31/2019
Evensky & Katz LLC1,749$124 12/31/2019
     DLS1,749$124 12/31/2019
Firestone Capital Management1,600$114 12/31/2019
     DLS1,600$114 12/31/2019
Parallel Advisors LLC1,548$110 12/31/2019
     DLS1,548$110 12/31/2019
Flagship Harbor Advisors LLC1,517$108 12/31/2019
     DLS1,517$108 12/31/2019
Advisory Services Network LLC1,448$103 12/31/2019
     DLS1,448$103 12/31/2019
Advocacy Wealth Management Services LLC1,365$97 12/31/2019
     DLS1,365$97 12/31/2019
AlphaMark Advisors LLC1,225$87 12/31/2019
     DLS1,225$87 12/31/2019
BerganKDV Wealth Management LLC1,000$71 12/31/2019
     DLS1,000$71 12/31/2019
Sofos Investments Inc.9$71 12/31/2019
     DLS9$71 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA950$68 12/31/2019
     DLS950$68 12/31/2019
MUFG Americas Holdings Corp900$64 12/31/2019
     DLS900$64 12/31/2019
Bell Rock Capital LLC894$61 12/31/2019
     DLS894$61 12/31/2019
IFP Advisors Inc838$60 12/31/2019
     DLS838$60 12/31/2019
Trustcore Financial Services LLC850$60 12/31/2019
     DLS850$60 12/31/2019
Northwestern Mutual Wealth Management Co.782$56 12/31/2019
     DLS782$56 12/31/2019
FMR LLC739$53 12/31/2019
     DLS739$53 12/31/2019
Proequities Inc.739$53 12/31/2019
     DLS739$53 12/31/2019
Carmichael Hill & Associates Inc.731$52 12/31/2019
     DLS731$52 12/31/2019
Global Retirement Partners LLC702$50 12/31/2019
     DLS702$50 12/31/2019
Jackson Hole Capital Partners LLC665$47 12/31/2019
     DLS665$47 12/31/2019
Cullen Frost Bankers Inc.651$46 12/31/2019
     DLS651$46 12/31/2019
Financial Architects Inc633$45 12/31/2019
     DLS633$45 12/31/2019
Whitnell & Co.590$42 12/31/2019
     DLS590$42 12/31/2019
FTB Advisors Inc.568$40 12/31/2019
     DLS568$40 12/31/2019
Capital Asset Advisory Services LLC575$40 12/31/2019
     DLS575$40 12/31/2019
Townsend Asset Management Corp NC ADV400$28 12/31/2019
     DLS400$28 12/31/2019
Bessemer Group Inc.395$28 12/31/2019
     DLS395$28 12/31/2019
JNBA Financial Advisors356$25 12/31/2019
     DLS356$25 12/31/2019
Wealthcare Advisory Partners LLC328$23 12/31/2019
     DLS328$23 12/31/2019
Institutional & Family Asset Management LLC285$20 12/31/2019
     DLS285$20 12/31/2019
Burt Wealth Advisors220$16 12/31/2019
     DLS220$16 12/31/2019
Larson Financial Group LLC204$15 12/31/2019
     DLS204$15 12/31/2019
Column Capital Advisors LLC205$14 12/31/2019
     DLS205$14 12/31/2019
Sowell Financial Services LLC200$14 12/31/2019
     DLS200$14 12/31/2019
Harbor Investment Advisory LLC184$13 12/31/2019
     DLS184$13 12/31/2019
TFG Advisers LLC189$13 12/31/2019
     DLS189$13 12/31/2019
Lowe Wealth Advisors LLC170$12 12/31/2019
     DLS170$12 12/31/2019
Emerald Investment Partners LLC156$11 12/31/2019
     DLS156$11 12/31/2019
JPMorgan Chase & Co.142$10 12/31/2019
     DLS142$10 12/31/2019
Winslow Evans & Crocker Inc.140$10 12/31/2019
     DLS140$10 12/31/2019
Heritage Wealth Advisors119$8 12/31/2019
     DLS119$8 12/31/2019
Cordasco Financial Network83$6 12/31/2019
     DLS83$6 12/31/2019
Stonebridge Capital Advisors LLC78$6 12/31/2019
     DLS78$6 12/31/2019
Whittier Trust Co.67$5 12/31/2019
     DLS67$5 12/31/2019
John W. Brooker & Co. CPAs69$5 12/31/2019
     DLS69$5 12/31/2019
Orion Portfolio Solutions LLC69$5 12/31/2019
     DLS69$5 12/31/2019
Creative Financial Designs Inc. ADV25$2 12/31/2019
     DLS25$2 12/31/2019
Certified Advisory Corp31$2 12/31/2019
     DLS31$2 12/31/2019
BlackRock Inc.9$1 12/31/2019
     DLS9$1 12/31/2019
NEXT Financial Group Inc16$1 12/31/2019
     DLS16$1 12/31/2019

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

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