HoldingsChannel.com
Funds Holding DLS
HolderAmountPosition Size
($ in 1000's)
 As of
Savant Capital LLC1,287,137$71,601 06/30/2020
     DLS1,287,137$71,601 06/30/2020
Allworth Financial LP839,579$46,704 06/30/2020
     DLS839,579$46,704 06/30/2020
Efficient Advisors LLC702,004$39,051 06/30/2020
     DLS702,004$39,051 06/30/2020
Bank of America Corp DE521,675$25,066 03/31/2020
     DLS521,675$25,066 03/31/2020
Morgan Stanley421,208$20,239 03/31/2020
     DLS421,208$20,239 03/31/2020
3D Asset Management Inc.347,252$19,317 06/30/2020
     DLS347,252$19,317 06/30/2020
UBS Group AG198,234$11,027 06/30/2020
     DLS198,234$11,027 06/30/2020
Great Point Wealth Advisors LLC189,603$10,547 06/30/2020
     DLS189,603$10,547 06/30/2020
Envestnet Asset Management Inc.187,631$10,438 06/30/2020
     DLS187,631$10,438 06/30/2020
PrairieView Partners LLC163,411$9,090 06/30/2020
     DLS163,411$9,090 06/30/2020
Carlson Capital Management160,509$9,025 06/30/2020
     DLS160,509$9,025 06/30/2020
M Holdings Securities Inc.179,851$8,642 03/31/2020
     DLS179,851$8,642 03/31/2020
Larson Financial Group LLC155,263$8,637 06/30/2020
     DLS155,263$8,637 06/30/2020
GHP Investment Advisors Inc.143,259$7,969 06/30/2020
     DLS143,259$7,969 06/30/2020
Royal Bank of Canada163,920$7,877 03/31/2020
     DLS163,920$7,877 03/31/2020
Shakespeare Wealth Management Inc.122,190$6,797 06/30/2020
     DLS122,190$6,797 06/30/2020
Barber Financial Group Inc.98,235$5,465 06/30/2020
     DLS98,235$5,465 06/30/2020
JFS Wealth Advisors LLC93,706$5,213 06/30/2020
     DLS93,706$5,213 06/30/2020
Evanson Asset Management LLC81,746$4,547 06/30/2020
     DLS81,746$4,547 06/30/2020
RPG Investment Advisory LLC81,279$4,521 06/30/2020
     DLS81,279$4,521 06/30/2020
Qube Research & Technologies Ltd92,061$4,424 03/31/2020
     DLS92,061$4,424 03/31/2020
MAI Capital Management76,115$4,234 06/30/2020
     DLS76,115$4,234 06/30/2020
Avantax Advisory Services Inc.74,243$4,127 06/30/2020
     DLS74,243$4,127 06/30/2020
Heartland Advisors Inc.73,779$4,104 06/30/2020
     DLS73,779$4,104 06/30/2020
Smith Moore & CO.74,261$4,057 06/30/2020
     DLS74,261$4,057 06/30/2020
Comerica Bank68,488$3,978 06/30/2020
     DLS68,488$3,978 06/30/2020
Ritholtz Wealth Management69,704$3,877 06/30/2020
     DLS69,704$3,877 06/30/2020
Commonwealth Equity Services LLC68,360$3,802 06/30/2020
     DLS68,360$3,802 06/30/2020
Advisor Group Holdings Inc.78,746$3,777 03/31/2020
     DLS78,746$3,777 03/31/2020
Neumann Capital Management LLC60,519$3,367 06/30/2020
     DLS60,519$3,367 06/30/2020
Jane Street Group LLC68,019$3,268 03/31/2020
     DLS68,019$3,268 03/31/2020
WESCAP Management Group Inc.57,554$3,201 06/30/2020
     DLS57,554$3,201 06/30/2020
Beacon Financial Group56,010$3,114 06/30/2020
     DLS56,010$3,114 06/30/2020
StrategIQ Financial Group LLC53,319$2,966 06/30/2020
     DLS53,319$2,966 06/30/2020
Wealth Architects LLC60,894$2,926 03/31/2020
     DLS60,894$2,926 03/31/2020
Citadel Advisors LLC58,316$2,802 03/31/2020
     DLS58,316$2,802 03/31/2020
Ameriprise Financial Inc.56,405$2,711 03/31/2020
     DLS56,405$2,711 03/31/2020
Telos Capital Management Inc.47,707$2,654 06/30/2020
     DLS47,707$2,654 06/30/2020
Elwood & Goetz Wealth Advisory Group LLC46,922$2,610 06/30/2020
     DLS46,922$2,610 06/30/2020
Wells Fargo & Company MN53,817$2,585 03/31/2020
     DLS53,817$2,585 03/31/2020
Marietta Wealth Management LLC38,446$2,139 06/30/2020
     DLS38,446$2,139 06/30/2020
Creative Planning37,280$2,074 06/30/2020
     DLS37,280$2,074 06/30/2020
Raymond James & Associates37,151$2,067 06/30/2020
     DLS37,151$2,067 06/30/2020
Bank of Montreal Can36,640$2,047 06/30/2020
     DLS36,640$2,047 06/30/2020
Cedar Brook Financial Partners LLC35,252$1,961 06/30/2020
     DLS35,252$1,961 06/30/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management34,782$1,935 06/30/2020
     DLS34,782$1,935 06/30/2020
LPL Financial LLC38,200$1,835 03/31/2020
     DLS38,200$1,835 03/31/2020
Asset Planning Services Ltd.33,146$1,593 03/31/2020
     DLS33,146$1,593 03/31/2020
Smart Money Group LLC27,495$1,529 06/30/2020
     DLS27,495$1,529 06/30/2020
Stratford Consulting LLC31,026$1,491 03/31/2020
     DLS31,026$1,491 03/31/2020
Capital One Financial Corp26,449$1,471 06/30/2020
     DLS26,449$1,471 06/30/2020
United Capital Financial Advisers LLC29,143$1,400 03/31/2020
     DLS29,143$1,400 03/31/2020
Cpwm LLC28,332$1,361 03/31/2020
     DLS28,332$1,361 03/31/2020
One Capital Management LLC27,899$1,341 03/31/2020
     DLS27,899$1,341 03/31/2020
Cambridge Investment Research Advisors Inc.21,096$1,174 06/30/2020
     DLS21,096$1,174 06/30/2020
Ferguson Wellman Capital Management Inc.20,880$1,162 06/30/2020
     DLS20,880$1,162 06/30/2020
Stifel Financial Corp24,254$1,157 03/31/2020
     DLS24,254$1,157 03/31/2020
Smithbridge Asset Management Inc. DE19,506$1,085 06/30/2020
     DLS19,506$1,085 06/30/2020
Camelot Portfolios LLC19,425$1,081 06/30/2020
     DLS19,425$1,081 06/30/2020
Flow Traders U.S. LLC21,935$1,054 03/31/2020
     DLS21,935$1,054 03/31/2020
Tortoise Investment Management LLC18,544$1,032 06/30/2020
     DLS18,544$1,032 06/30/2020
M&T Bank Corp17,651$982 06/30/2020
     DLS17,651$982 06/30/2020
Raymond James Financial Services Advisors Inc.17,469$972 06/30/2020
     DLS17,469$972 06/30/2020
Cetera Advisor Networks LLC18,186$874 03/31/2020
     DLS18,186$874 03/31/2020
Huber Financial Advisors LLC18,153$872 03/31/2020
     DLS18,153$872 03/31/2020
Bristlecone Advisors LLC15,565$866 06/30/2020
     DLS15,565$866 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC15,343$854 06/30/2020
     DLS15,343$854 06/30/2020
DAVENPORT & Co LLC15,165$844 06/30/2020
     DLS15,165$844 06/30/2020
Alpha Omega Wealth Management LLC14,230$792 06/30/2020
     DLS14,230$792 06/30/2020
First Republic Investment Management Inc.16,061$772 03/31/2020
     DLS16,061$772 03/31/2020
Park Avenue Securities LLC13,574$755 06/30/2020
     DLS13,574$755 06/30/2020
Steward Partners Investment Advisory LLC13,278$739 06/30/2020
     DLS13,278$739 06/30/2020
ARGI Investment Services LLC13,154$732 06/30/2020
     DLS13,154$732 06/30/2020
International Assets Investment Management LLC13,233$716 06/30/2020
     DLS13,233$716 06/30/2020
Coastline Trust Co12,490$695 06/30/2020
     DLS12,490$695 06/30/2020
Benjamin F. Edwards & Company Inc.13,779$662 03/31/2020
     DLS13,779$662 03/31/2020
Legacy Wealth Partners Inc.11,598$645 06/30/2020
     DLS11,598$645 06/30/2020
Howe & Rusling Inc.11,535$642 06/30/2020
     DLS11,535$642 06/30/2020
First Ascent Asset Management LLC11,032$614 06/30/2020
     DLS11,032$614 06/30/2020
Private Advisor Group LLC12,284$590 03/31/2020
     DLS12,284$590 03/31/2020
Citigroup Inc.9,588$533 06/30/2020
     DLS9,588$533 06/30/2020
Invesco Ltd.10,819$520 03/31/2020
     DLS10,819$520 03/31/2020
D Orazio & Associates Inc.9,213$513 06/30/2020
     DLS9,213$513 06/30/2020
Eqis Capital Management Inc.9,122$507 06/30/2020
     DLS9,122$507 06/30/2020
RDA Financial Network8,955$498 06/30/2020
     DLS8,955$498 06/30/2020
MML Investors Services LLC10,340$497 03/31/2020
     DLS10,340$497 03/31/2020
Signet Financial Management LLC9,541$493 03/31/2020
     DLS9,541$493 03/31/2020
AllSquare Wealth Management LLC8,665$482 06/30/2020
     DLS8,665$482 06/30/2020
Cahill Financial Advisors Inc.8,467$472 06/30/2020
     DLS8,467$472 06/30/2020
Lester Murray Antman dba SimplyRich8,441$469 06/30/2020
     DLS8,441$469 06/30/2020
Advisory Services Network LLC8,285$461 06/30/2020
     DLS8,285$461 06/30/2020
Kingsview Wealth Management LLC9,327$448 03/31/2020
     DLS9,327$448 03/31/2020
Captrust Financial Advisors9,415$434 03/31/2020
     DLS9,415$434 03/31/2020
Baird Financial Group Inc.8,854$425 03/31/2020
     DLS8,854$425 03/31/2020
Fiduciary Trust Co.8,824$424 03/31/2020
     DLS8,824$424 03/31/2020
Sontag Advisory LLC8,681$417 03/31/2020
     DLS8,681$417 03/31/2020
Wealthspire Advisors L.P.8,681$417 03/31/2020
     DLS8,681$417 03/31/2020
Marshall Wace LLP8,213$395 03/31/2020
     DLS8,213$395 03/31/2020
Riverpoint Wealth Management Holdings LLC7,018$390 06/30/2020
     DLS7,018$390 06/30/2020
SignalPoint Asset Management LLC6,744$375 06/30/2020
     DLS6,744$375 06/30/2020
Virtu Financial LLC6,609$368 06/30/2020
     DLS6,609$368 06/30/2020
Atria Investments LLC7,655$368 03/31/2020
     DLS7,655$368 03/31/2020
Certified Advisory Corp6,412$357 06/30/2020
     DLS6,412$357 06/30/2020
Bank of Nova Scotia6,197$345 06/30/2020
     DLS6,197$345 06/30/2020
Truewealth LLC6,165$343 06/30/2020
     DLS6,165$343 06/30/2020
Joel Isaacson & Co. LLC6,136$341 06/30/2020
     DLS6,136$341 06/30/2020
Renaissance Technologies LLC7,000$336 03/31/2020
     DLS7,000$336 03/31/2020
Iberiabank Corp5,944$331 06/30/2020
     DLS5,944$331 06/30/2020
Family Legacy Inc.5,929$330 06/30/2020
     DLS5,929$330 06/30/2020
TCI Wealth Advisors Inc.5,707$317 06/30/2020
     DLS5,707$317 06/30/2020
Bingham Osborn & Scarborough LLC5,543$308 06/30/2020
     DLS5,543$308 06/30/2020
Quantum Capital Management5,462$304 06/30/2020
     DLS5,462$304 06/30/2020
United Bank6,285$302 03/31/2020
     DLS6,285$302 03/31/2020
Modera Wealth Management LLC5,284$294 06/30/2020
     DLS5,284$294 06/30/2020
Eaton Vance Management5,891$283 03/31/2020
     DLS5,891$283 03/31/2020
HighTower Advisors LLC4,943$275 06/30/2020
     DLS4,943$275 06/30/2020
Dowling & Yahnke LLC4,696$261 06/30/2020
     DLS4,696$261 06/30/2020
Means Investment CO. Inc.5,193$255 03/31/2020
     DLS5,193$255 03/31/2020
Wade G W & Inc.4,574$254 06/30/2020
     DLS4,574$254 06/30/2020
US Bancorp DE4,516$252 06/30/2020
     DLS4,516$252 06/30/2020
Managed Account Services Inc.4,233$244 06/30/2020
     DLS4,233$244 06/30/2020
Paracle Advisors LLC4,346$241 06/30/2020
     DLS4,346$241 06/30/2020
RFG Advisory LLC4,247$236 06/30/2020
     DLS4,247$236 06/30/2020
Calton & Associates Inc.4,000$223 06/30/2020
     DLS4,000$223 06/30/2020
Selective Wealth Management Inc.3,932$219 06/30/2020
     DLS3,932$219 06/30/2020
Kovitz Investment Group Partners LLC3,860$215 06/30/2020
     DLS3,860$215 06/30/2020
LexAurum Advisors LLC3,825$213 06/30/2020
     DLS3,825$213 06/30/2020
Patriot Financial Group Insurance Agency LLC3,788$211 06/30/2020
     DLS3,788$211 06/30/2020
CWM LLC3,406$189 06/30/2020
     DLS3,406$189 06/30/2020
Rockefeller Capital Management L.P.2,242$125 06/30/2020
     DLS2,242$125 06/30/2020
FinTrust Capital Advisors LLC2,400$115 03/31/2020
     DLS2,400$115 03/31/2020
Independence Bank of Kentucky1,895$105 06/30/2020
     DLS1,895$105 06/30/2020
O Shaughnessy Asset Management LLC1,865$90 03/31/2020
     DLS1,865$90 03/31/2020
PNC Financial Services Group Inc.1,504$83 06/30/2020
     DLS1,504$83 06/30/2020
Parallel Advisors LLC1,391$77 06/30/2020
     DLS1,391$77 06/30/2020
Advocacy Wealth Management Services LLC1,365$76 06/30/2020
     DLS1,365$76 06/30/2020
Asset Dedication LLC1,238$60 03/31/2020
     DLS1,238$60 03/31/2020
Firestone Capital Management1,050$58 06/30/2020
     DLS1,050$58 06/30/2020
American Research & Management Co.1,000$56 06/30/2020
     DLS1,000$56 06/30/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA950$53 06/30/2020
     DLS950$53 06/30/2020
Proequities Inc.1,102$53 03/31/2020
     DLS1,102$53 03/31/2020
Blair William & Co. IL906$50 06/30/2020
     DLS906$50 06/30/2020
AlphaMark Advisors LLC875$49 06/30/2020
     DLS875$49 06/30/2020
Trustcore Financial Services LLC850$47 06/30/2020
     DLS850$47 06/30/2020
Global Retirement Partners LLC600$33 06/30/2020
     DLS600$33 06/30/2020
Capital Advisors Ltd. LLC552$31 06/30/2020
     DLS552$31 06/30/2020
Prime Capital Investment Advisors LLC542$30 06/30/2020
     DLS542$30 06/30/2020
Carmichael Hill & Associates Inc.505$28 06/30/2020
     DLS505$28 06/30/2020
Associated Banc Corp590$28 03/31/2020
     DLS590$28 03/31/2020
Financial Architects Inc470$26 06/30/2020
     DLS470$26 06/30/2020
FMR LLC555$26 03/31/2020
     DLS555$26 03/31/2020
Flagship Harbor Advisors LLC447$24 06/30/2020
     DLS447$24 06/30/2020
Claraphi Advisory Network LLC500$24 03/31/2020
     DLS500$24 03/31/2020
Bessemer Group Inc.395$22 06/30/2020
     DLS395$22 06/30/2020
Sowell Financial Services LLC311$15 03/31/2020
     DLS311$15 03/31/2020
Carroll Financial Associates Inc.261$14 06/30/2020
     DLS261$14 06/30/2020
Valeo Financial Advisors LLC259$14 06/30/2020
     DLS259$14 06/30/2020
Institutional & Family Asset Management LLC285$14 03/31/2020
     DLS285$14 03/31/2020
Capital Analysts LLC226$13 06/30/2020
     DLS226$13 06/30/2020
Burt Wealth Advisors220$12 06/30/2020
     DLS220$12 06/30/2020
Princeton Global Asset Management LLC224$12 06/30/2020
     DLS224$12 06/30/2020
Harbor Investment Advisory LLC184$10 06/30/2020
     DLS184$10 06/30/2020
Lowe Wealth Advisors LLC170$9 06/30/2020
     DLS170$9 06/30/2020
Fifth Third Bancorp127$7 06/30/2020
     DLS127$7 06/30/2020
Heritage Wealth Advisors122$7 06/30/2020
     DLS122$7 06/30/2020
IFP Advisors Inc130$7 06/30/2020
     DLS130$7 06/30/2020
Wealth Quarterback LLC146$7 03/31/2020
     DLS146$7 03/31/2020
JPMorgan Chase & Co.108$6 06/30/2020
     DLS108$6 06/30/2020
Pathstone Family Office LLC100$5 03/31/2020
     DLS100$5 03/31/2020
Cordasco Financial Network66$4 06/30/2020
     DLS66$4 06/30/2020
John W. Brooker & Co. CPAs69$4 06/30/2020
     DLS69$4 06/30/2020
Sofos Investments Inc.73$4 03/31/2020
     DLS73$4 03/31/2020
Northwestern Mutual Wealth Management Co.63$3 03/31/2020
     DLS63$3 03/31/2020
First Horizon Advisors Inc.42$2 06/30/2020
     DLS42$2 06/30/2020
Horan Securities Inc.31$2 06/30/2020
     DLS31$2 06/30/2020
Disciplined Investments LLC41$2 06/30/2020
     DLS41$2 06/30/2020
Evensky & Katz LLC13$1 06/30/2020
     DLS13$1 06/30/2020
BlackRock Inc.9$0 03/31/2020
     DLS9$0 03/31/2020
Stonebridge Capital Advisors LLC0$0 03/31/2020
     DLS0$0 03/31/2020

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

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