HoldingsChannel.com



Funds Holding DOCS

On this page, we present all of the funds holding DOCS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DOCS, with a link to that fund's top holdings. The next columns indicate the amount of DOCS stock held by each of the funds holding DOCS, followed by the DOCS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 334 funds holding DOCS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding DOCS), click the fund name in the "Holder" column of the funds-holding-DOCS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.10,900,648$305,654 12/31/2023
     DOCS10,900,648$305,654 12/31/2023
BlackRock Inc.10,540,334$295,551 12/31/2023
     DOCS10,540,334$295,551 12/31/2023
Morgan Stanley7,020,139$196,845 12/31/2023
     DOCS7,020,139$196,845 12/31/2023
Baillie Gifford & Co.6,299,503$176,638 12/31/2023
     DOCS6,299,503$176,638 12/31/2023
Clearbridge Investments LLC5,922,010$166,053 12/31/2023
     DOCS5,922,010$166,053 12/31/2023
ArrowMark Colorado Holdings LLC4,209,818$118,043 12/31/2023
     DOCS4,209,818$118,043 12/31/2023
State Street Corp3,378,728$94,740 12/31/2023
     DOCS3,378,728$94,740 12/31/2023
Loomis Sayles & Co. L P2,629,119$73,720 12/31/2023
     DOCS2,629,119$73,720 12/31/2023
Edmond DE Rothschild Holding S.A.2,302,240$64,555 12/31/2023
     DOCS2,302,240$64,555 12/31/2023
Geode Capital Management LLC2,086,745$58,521 12/31/2023
     DOCS2,086,745$58,521 12/31/2023
Durable Capital Partners LP1,986,603$55,704 12/31/2023
     DOCS1,986,603$55,704 12/31/2023
Janus Henderson Group PLC1,853,105$51,961 12/31/2023
     DOCS1,853,105$51,961 12/31/2023
FMR LLC1,645,999$46,154 12/31/2023
     DOCS1,645,999$46,154 12/31/2023
Whale Rock Capital Management LLC1,517,171$42,541 12/31/2023
     DOCS1,517,171$42,541 12/31/2023
Credit Suisse AG1,288,886$36,140 12/31/2023
     DOCS1,288,886$36,140 12/31/2023
Norges Bank1,283,719$35,995 12/31/2023
     DOCS1,283,719$35,995 12/31/2023
Bank of New York Mellon Corp1,211,968$33,984 12/31/2023
     DOCS1,211,968$33,984 12/31/2023
Voloridge Investment Management LLC1,189,663$33,358 12/31/2023
     DOCS1,189,663$33,358 12/31/2023
Renaissance Technologies LLC1,071,402$30,042 12/31/2023
     DOCS1,071,402$30,042 12/31/2023
Deutsche Bank AG857,465$24,043 12/31/2023
     DOCS857,465$24,043 12/31/2023
Dimensional Fund Advisors LP829,568$23,262 12/31/2023
     DOCS829,568$23,262 12/31/2023
Northern Trust Corp825,721$23,153 12/31/2023
     DOCS825,721$23,153 12/31/2023
Emergence GP Partners LLC775,000$21,731 12/31/2023
     DOCS775,000$21,731 12/31/2023
Rice Hall James & Associates LLC774,444$20,840 03/31/2024
     DOCS774,444$20,840 03/31/2024
Charles Schwab Investment Management Inc.674,867$18,923 12/31/2023
     DOCS674,867$18,923 12/31/2023
Price T Rowe Associates Inc. MD557,636$15,637 12/31/2023
     DOCS557,636$15,637 12/31/2023
Natixis Advisors L.P.522,115$14,640 12/31/2023
     DOCS522,115$14,640 12/31/2023
Capital World Investors489,000$13,712 12/31/2023
     DOCS489,000$13,712 12/31/2023
Bank of America Corp DE485,382$13,610 12/31/2023
     DOCS485,382$13,610 12/31/2023
Bank of Montreal Can468,230$13,321 12/31/2023
     DOCS468,230$13,321 12/31/2023
First Trust Advisors LP465,611$13,056 12/31/2023
     DOCS465,611$13,056 12/31/2023
Degroof Petercam Asset Management450,000$12,618 12/31/2023
     DOCS450,000$12,618 12/31/2023
Principal Financial Group Inc.436,451$12,238 12/31/2023
     DOCS436,451$12,238 12/31/2023
Mitsubishi UFJ Trust & Banking Corp425,507$11,931 12/31/2023
     DOCS425,507$11,931 12/31/2023
Citadel Advisors LLC $11,712 12/31/2023
     Call505,700$14,180 12/31/2023
     Put457,400$12,825 12/31/2023
     DOCS369,359$10,357 12/31/2023
Amundi363,844$10,377 12/31/2023
     DOCS363,844$10,377 12/31/2023
JPMorgan Chase & Co.367,580$10,307 12/31/2023
     DOCS367,580$10,307 12/31/2023
Rhumbline Advisers347,809$9,752 12/31/2023
     DOCS347,809$9,752 12/31/2023
Squarepoint Ops LLC342,425$9,602 12/31/2023
     DOCS342,425$9,602 12/31/2023
Wells Fargo & Company MN332,837$9,333 12/31/2023
     DOCS332,837$9,333 12/31/2023
Susquehanna Portfolio Strategies LLC323,209$9,063 12/31/2023
     DOCS323,209$9,063 12/31/2023
Goldman Sachs Group Inc. $8,845 12/31/2023
     DOCS263,563$7,390 12/31/2023
     Call51,900$1,455 12/31/2023
AQR Capital Management LLC311,394$8,731 12/31/2023
     DOCS311,394$8,731 12/31/2023
Nuveen Asset Management LLC310,213$8,698 12/31/2023
     DOCS310,213$8,698 12/31/2023
Kornitzer Capital Management Inc. KS290,000$8,132 12/31/2023
     DOCS290,000$8,132 12/31/2023
Lazard Asset Management LLC268,335$7,524 12/31/2023
     DOCS268,335$7,524 12/31/2023
Bellevue Group AG264,035$7,404 12/31/2023
     DOCS264,035$7,404 12/31/2023
Balyasny Asset Management LLC262,162$7,351 12/31/2023
     DOCS262,162$7,351 12/31/2023
Fort Washington Investment Advisors Inc. OH232,470$6,518 03/31/2024
     DOCS232,470$6,518 03/31/2024
Susquehanna International Group LLP $6,503 12/31/2023
     Call374,200$10,493 12/31/2023
     Put171,300$4,803 12/31/2023
     DOCS29,007$813 12/31/2023
Cubist Systematic Strategies LLC $6,481 12/31/2023
     DOCS203,244$5,699 12/31/2023
     Call28,000$785 12/31/2023
     Put100$3 12/31/2023
Swiss National Bank225,300$6,317 12/31/2023
     DOCS225,300$6,317 12/31/2023
Capital Fund Management S.A. $6,273 12/31/2023
     DOCS228,758$6,414 12/31/2023
     Put55,800$1,565 12/31/2023
     Call50,800$1,424 12/31/2023
Fortis Capital Management LLC222,358$6,235 12/31/2023
     DOCS222,358$6,235 12/31/2023
UBS Asset Management Americas Inc.213,221$5,979 12/31/2023
     DOCS213,221$5,979 12/31/2023
Mackenzie Financial Corp213,195$5,978 12/31/2023
     DOCS213,195$5,978 12/31/2023
Bridgewater Associates LP211,112$5,920 12/31/2023
     DOCS211,112$5,920 12/31/2023
California Public Employees Retirement System206,578$5,792 12/31/2023
     DOCS206,578$5,792 12/31/2023
Alyeska Investment Group L.P.200,000$5,608 12/31/2023
     DOCS200,000$5,608 12/31/2023
AXA S.A.194,097$5,442 12/31/2023
     DOCS194,097$5,442 12/31/2023
American Century Companies Inc.185,417$5,199 12/31/2023
     DOCS185,417$5,199 12/31/2023
PDT Partners LLC184,855$5,183 12/31/2023
     DOCS184,855$5,183 12/31/2023
Invesco Ltd.178,801$5,014 12/31/2023
     DOCS178,801$5,014 12/31/2023
Polen Capital Management LLC172,888$4,848 12/31/2023
     DOCS172,888$4,848 12/31/2023
Legal & General Group Plc167,419$4,694 12/31/2023
     DOCS167,419$4,694 12/31/2023
Rheos Capital Works Inc.172,800$4,650 03/31/2024
     DOCS172,800$4,650 03/31/2024
American International Group Inc.160,076$4,489 12/31/2023
     DOCS160,076$4,489 12/31/2023
Teachers Retirement System of The State of Kentucky157,360$4,413 12/31/2023
     DOCS157,360$4,413 12/31/2023
Alliancebernstein L.P.156,691$4,394 12/31/2023
     DOCS156,691$4,394 12/31/2023
Lakehouse Capital Pty Ltd159,210$4,284 03/31/2024
     DOCS159,210$4,284 03/31/2024
Raymond James & Associates157,944$4,250 03/31/2024
     DOCS157,944$4,250 03/31/2024
Twinbeech Capital LP148,281$4,158 12/31/2023
     DOCS148,281$4,158 12/31/2023
Jane Street Group LLC $4,154 12/31/2023
     DOCS128,913$3,615 12/31/2023
     Call74,700$2,095 12/31/2023
     Put55,500$1,556 12/31/2023
Retirement Systems of Alabama147,989$4,150 12/31/2023
     DOCS147,989$4,150 12/31/2023
Group One Trading L.P. $4,119 12/31/2023
     Call164,000$4,599 12/31/2023
     Put62,600$1,755 12/31/2023
     DOCS45,477$1,275 12/31/2023
Royce & Associates LP145,387$4,077 12/31/2023
     DOCS145,387$4,077 12/31/2023
Voya Investment Management LLC143,735$4,030 12/31/2023
     DOCS143,735$4,030 12/31/2023
Millennium Management LLC142,879$4,006 12/31/2023
     DOCS142,879$4,006 12/31/2023
Grandeur Peak Global Advisors LLC136,738$3,834 12/31/2023
     DOCS136,738$3,834 12/31/2023
Envestnet Asset Management Inc.135,267$3,793 12/31/2023
     DOCS135,267$3,793 12/31/2023
Ameriprise Financial Inc.134,755$3,779 12/31/2023
     DOCS134,755$3,779 12/31/2023
Twin Tree Management LP $3,488 12/31/2023
     Call124,400$3,488 12/31/2023
California State Teachers Retirement System121,807$3,415 12/31/2023
     DOCS121,807$3,415 12/31/2023
Bayesian Capital Management LP120,900$3,390 12/31/2023
     DOCS120,900$3,390 12/31/2023
Mirae Asset Global Investments Co. Ltd.119,168$3,341 12/31/2023
     DOCS119,168$3,341 12/31/2023
D. E. Shaw & Co. Inc.112,156$3,145 12/31/2023
     DOCS112,156$3,145 12/31/2023
State of New Jersey Common Pension Fund D103,840$2,912 12/31/2023
     DOCS103,840$2,912 12/31/2023
Texas Permanent School Fund101,897$2,857 12/31/2023
     DOCS101,897$2,857 12/31/2023
Pinebridge Investments L.P.101,458$2,845 12/31/2023
     DOCS101,458$2,845 12/31/2023
Utah Retirement Systems100,030$2,805 12/31/2023
     DOCS100,030$2,805 12/31/2023
Trexquant Investment LP99,966$2,803 12/31/2023
     DOCS99,966$2,803 12/31/2023
Ieq Capital LLC99,778$2,798 12/31/2023
     DOCS99,778$2,798 12/31/2023
The Manufacturers Life Insurance Company 98,087$2,750 12/31/2023
     DOCS98,087$2,750 12/31/2023
Walleye Trading LLC $2,629 12/31/2023
     Call65,500$1,837 12/31/2023
     DOCS58,362$1,636 12/31/2023
     Put30,100$844 12/31/2023
State Board of Administration of Florida Retirement System89,882$2,520 12/31/2023
     DOCS89,882$2,520 12/31/2023
Wolverine Trading LLC $2,513 12/31/2023
     Call125,900$3,530 12/31/2023
     Put43,900$1,231 12/31/2023
     DOCS7,649$214 12/31/2023
Royal Bank of Canada89,011$2,496 12/31/2023
     DOCS89,011$2,496 12/31/2023
Barclays PLC $2,479 12/31/2023
     DOCS101,779$2,855 12/31/2023
     Put13,400$376 12/31/2023
New York State Teachers Retirement System87,381$2,450 12/31/2023
     DOCS87,381$2,450 12/31/2023
Stifel Financial Corp86,122$2,415 12/31/2023
     DOCS86,122$2,415 12/31/2023
G2 Investment Partners Management LLC85,100$2,386 12/31/2023
     DOCS85,100$2,386 12/31/2023
New York State Common Retirement Fund84,934$2,382 12/31/2023
     DOCS84,934$2,382 12/31/2023
Russell Investments Group Ltd.84,266$2,363 12/31/2023
     DOCS84,266$2,363 12/31/2023
Mutual of America Capital Management LLC72,985$2,046 12/31/2023
     DOCS72,985$2,046 12/31/2023
Renaissance Capital LLC74,179$1,996 03/31/2024
     DOCS74,179$1,996 03/31/2024
Blair William & Co. IL68,813$1,930 12/31/2023
     DOCS68,813$1,930 12/31/2023
MetLife Investment Management LLC68,807$1,929 12/31/2023
     DOCS68,807$1,929 12/31/2023
BP PLC66,227$1,857 12/31/2023
     DOCS66,227$1,857 12/31/2023
Great West Life Assurance Co. Can65,602$1,837 12/31/2023
     DOCS65,602$1,837 12/31/2023
HighTower Advisors LLC64,575$1,811 12/31/2023
     DOCS64,575$1,811 12/31/2023
Amalgamated Bank67,129$1,806 03/31/2024
     DOCS67,129$1,806 03/31/2024
Dai Ichi Life Insurance Company Ltd63,456$1,779 12/31/2023
     DOCS63,456$1,779 12/31/2023
Walleye Capital LLC $1,757 12/31/2023
     Call67,100$1,881 12/31/2023
     Put9,700$272 12/31/2023
     DOCS5,279$148 12/31/2023
Comerica Bank61,224$1,717 12/31/2023
     DOCS61,224$1,717 12/31/2023
QSV Equity Investors LLC56,381$1,581 12/31/2023
     DOCS56,381$1,581 12/31/2023
LPL Financial LLC56,271$1,578 12/31/2023
     DOCS56,271$1,578 12/31/2023
UBS Group AG56,041$1,571 12/31/2023
     DOCS56,041$1,571 12/31/2023
Yousif Capital Management LLC55,977$1,570 12/31/2023
     DOCS55,977$1,570 12/31/2023
Treasurer of the State of North Carolina53,128$1,490 12/31/2023
     DOCS53,128$1,490 12/31/2023
Tudor Investment Corp Et Al52,675$1,477 12/31/2023
     DOCS52,675$1,477 12/31/2023
Summit Trail Advisors LLC52,932$1,424 03/31/2024
     DOCS52,932$1,424 03/31/2024
Public Employees Retirement System of Ohio50,167$1,407 12/31/2023
     DOCS50,167$1,407 12/31/2023
HarbourVest Partners LLC49,804$1,397 12/31/2023
     DOCS49,804$1,397 12/31/2023
Northern Oak Wealth Management Inc.49,792$1,396 12/31/2023
     DOCS49,792$1,396 12/31/2023
Freestone Capital Holdings LLC48,666$1,365 12/31/2023
     DOCS48,666$1,365 12/31/2023
CI Private Wealth LLC44,675$1,253 12/31/2023
     DOCS44,675$1,253 12/31/2023
Apella Capital LLC46,843$1,238 03/31/2024
     DOCS46,843$1,238 03/31/2024
Man Group plc43,406$1,217 12/31/2023
     DOCS43,406$1,217 12/31/2023
Acadian Asset Management LLC42,161$1,179 12/31/2023
     DOCS42,161$1,179 12/31/2023
Linden Thomas Advisory Services LLC40,758$1,143 12/31/2023
     DOCS40,758$1,143 12/31/2023
PEAK6 Investments LLC $1,130 12/31/2023
     Call296,500$8,314 12/31/2023
     Put256,200$7,184 12/31/2023
Cerity Partners LLC39,218$1,100 12/31/2023
     DOCS39,218$1,100 12/31/2023
Wellington Management Group LLP36,883$1,034 12/31/2023
     DOCS36,883$1,034 12/31/2023
Algert Global LLC36,149$1,014 12/31/2023
     DOCS36,149$1,014 12/31/2023
Ensign Peak Advisors Inc34,200$959 12/31/2023
     DOCS34,200$959 12/31/2023
Fred Alger Management LLC33,919$951 12/31/2023
     DOCS33,919$951 12/31/2023
Louisiana State Employees Retirement System35,200$947 03/31/2024
     DOCS35,200$947 03/31/2024
Oregon Public Employees Retirement Fund33,400$937 12/31/2023
     DOCS33,400$937 12/31/2023
Victory Capital Management Inc.32,863$921 12/31/2023
     DOCS32,863$921 12/31/2023
Arizona State Retirement System31,950$896 12/31/2023
     DOCS31,950$896 12/31/2023
Canada Pension Plan Investment Board31,700$889 12/31/2023
     DOCS31,700$889 12/31/2023
Aigen Investment Management LP31,237$876 12/31/2023
     DOCS31,237$876 12/31/2023
Alberta Investment Management Corp30,448$854 12/31/2023
     DOCS30,448$854 12/31/2023
Cresset Asset Management LLC29,997$841 12/31/2023
     DOCS29,997$841 12/31/2023
Thrivent Financial for Lutherans29,518$828 12/31/2023
     DOCS29,518$828 12/31/2023
State of Michigan Retirement System30,000$807 03/31/2024
     DOCS30,000$807 03/31/2024
Mercer Global Advisors Inc. ADV27,404$768 12/31/2023
     DOCS27,404$768 12/31/2023
Harbor Capital Advisors Inc.27,191$762 12/31/2023
     DOCS27,191$762 12/31/2023
Schonfeld Strategic Advisors LLC26,900$754 12/31/2023
     DOCS26,900$754 12/31/2023
Northwestern Mutual Investment Management Company LLC26,286$737 12/31/2023
     DOCS26,286$737 12/31/2023
Ameritas Investment Partners Inc.26,090$732 12/31/2023
     DOCS26,090$732 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,073$731 12/31/2023
     DOCS26,073$731 12/31/2023
Engineers Gate Manager LP26,019$730 12/31/2023
     DOCS26,019$730 12/31/2023
Pacer Advisors Inc.25,802$723 12/31/2023
     DOCS25,802$723 12/31/2023
SG Americas Securities LLC25,723$721 12/31/2023
     DOCS25,723$721 12/31/2023
Sei Investments Co.25,651$719 12/31/2023
     DOCS25,651$719 12/31/2023
Citigroup Inc.25,625$719 12/31/2023
     DOCS25,625$719 12/31/2023
iA Global Asset Management Inc.25,529$716 12/31/2023
     DOCS25,529$716 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 25,090$704 12/31/2023
     DOCS25,090$704 12/31/2023
Edgestream Partners L.P.24,919$699 12/31/2023
     DOCS24,919$699 12/31/2023
Aviva PLC24,372$683 12/31/2023
     DOCS24,372$683 12/31/2023
Mariner LLC23,992$673 12/31/2023
     DOCS23,992$673 12/31/2023
RFG Advisory LLC24,726$665 03/31/2024
     DOCS24,726$665 03/31/2024
GTS Securities LLC $645 12/31/2023
     Call45,200$1,267 12/31/2023
     Put22,200$622 12/31/2023
New Mexico Educational Retirement Board23,700$638 03/31/2024
     DOCS23,700$638 03/31/2024
FourThought Financial Partners LLC22,680$636 12/31/2023
     DOCS22,680$636 12/31/2023
Nebula Research & Development LLC21,601$606 12/31/2023
     DOCS21,601$606 12/31/2023
Commonwealth Equity Services LLC21,525$604 12/31/2023
     DOCS21,525$604 12/31/2023
Tritonpoint Wealth LLC21,286$597 12/31/2023
     DOCS21,286$597 12/31/2023
Boothbay Fund Management LLC21,197$594 12/31/2023
     DOCS21,197$594 12/31/2023
Handelsbanken Fonder AB21,100$592 12/31/2023
     DOCS21,100$592 12/31/2023
Lecap Asset Management Ltd.21,126$592 12/31/2023
     DOCS21,126$592 12/31/2023
Allspring Global Investments Holdings LLC21,653$583 03/31/2024
     DOCS21,653$583 03/31/2024
Allianz Asset Management GmbH20,400$572 12/31/2023
     DOCS20,400$572 12/31/2023
Team Hewins LLC20,165$565 12/31/2023
     DOCS20,165$565 12/31/2023
Raymond James Financial Services Advisors Inc.20,950$564 03/31/2024
     DOCS20,950$564 03/31/2024
Kennicott Capital Management LLC20,000$561 12/31/2023
     DOCS20,000$561 12/31/2023
Centiva Capital LP19,939$559 12/31/2023
     DOCS19,939$559 12/31/2023
Xponance Inc.19,627$550 12/31/2023
     DOCS19,627$550 12/31/2023
Occudo Quantitative Strategies LP18,608$522 12/31/2023
     DOCS18,608$522 12/31/2023
Malaga Cove Capital LLC18,329$514 12/31/2023
     DOCS18,329$514 12/31/2023
Janney Montgomery Scott LLC17,716$497 12/31/2023
     DOCS17,716$497 12/31/2023
Crossmark Global Holdings Inc.17,043$478 12/31/2023
     DOCS17,043$478 12/31/2023
Hillsdale Investment Management Inc.16,690$468 12/31/2023
     DOCS16,690$468 12/31/2023
Oppenheimer & Co. Inc.15,587$437 12/31/2023
     DOCS15,587$437 12/31/2023
Prudential PLC15,047$422 12/31/2023
     DOCS15,047$422 12/31/2023
Federated Hermes Inc.14,966$420 12/31/2023
     DOCS14,966$420 12/31/2023
Perigon Wealth Management LLC14,922$418 12/31/2023
     DOCS14,922$418 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.15,450$416 03/31/2024
     DOCS15,450$416 03/31/2024
EPG Wealth Management LLC14,000$406 12/31/2023
     DOCS14,000$406 12/31/2023
Empower Advisory Group LLC14,400$404 12/31/2023
     DOCS14,400$404 12/31/2023
Creative Planning14,358$403 12/31/2023
     DOCS14,358$403 12/31/2023
Employees Retirement System of Texas14,129$396 12/31/2023
     DOCS14,129$396 12/31/2023
Public Employees Retirement Association of Colorado14,006$393 12/31/2023
     DOCS14,006$393 12/31/2023
JustInvest LLC13,957$391 12/31/2023
     DOCS13,957$391 12/31/2023
AXQ Capital LP13,800$387 12/31/2023
     DOCS13,800$387 12/31/2023
Pictet Asset Management Holding SA13,554$380 12/31/2023
     DOCS13,554$380 12/31/2023
Board of Trustees of The Leland Stanford Junior University13,484$378 12/31/2023
     DOCS13,484$378 12/31/2023
NBC Securities Inc.13,644$367 03/31/2024
     DOCS13,644$367 03/31/2024
Jefferies Financial Group Inc.13,060$366 12/31/2023
     DOCS13,060$366 12/31/2023
Oppenheimer Asset Management Inc.12,888$361 12/31/2023
     DOCS12,888$361 12/31/2023
State of Alaska Department of Revenue13,255$356 03/31/2024
     DOCS13,255$356 03/31/2024
Evoke Wealth LLC12,498$350 12/31/2023
     DOCS12,498$350 12/31/2023
GSA Capital Partners LLP12,409$348 12/31/2023
     DOCS12,409$348 12/31/2023
Tower Research Capital LLC TRC 12,335$346 12/31/2023
     DOCS12,335$346 12/31/2023
Sequoia Financial Advisors LLC11,584$325 12/31/2023
     DOCS11,584$325 12/31/2023
Oak Thistle LLC12,004$323 03/31/2024
     DOCS12,004$323 03/31/2024
State of Wisconsin Investment Board10,842$304 12/31/2023
     DOCS10,842$304 12/31/2023
Seven Eight Capital LP10,835$304 12/31/2023
     DOCS10,835$304 12/31/2023
Franklin Resources Inc.10,584$297 12/31/2023
     DOCS10,584$297 12/31/2023
GWM Advisors LLC9,255$288 12/31/2023
     DOCS9,255$288 12/31/2023
D.A. Davidson & CO.10,197$286 12/31/2023
     DOCS10,197$286 12/31/2023
Securian Asset Management Inc9,971$280 12/31/2023
     DOCS9,971$280 12/31/2023
Zhang Financial LLC10,000$280 12/31/2023
     DOCS10,000$280 12/31/2023
United Capital Financial Advisers LLC9,949$279 12/31/2023
     DOCS9,949$279 12/31/2023
WINTON GROUP Ltd9,437$265 12/31/2023
     DOCS9,437$265 12/31/2023
Equitable Trust Co.9,309$261 12/31/2023
     DOCS9,309$261 12/31/2023
APG Asset Management N.V.9,221$259 12/31/2023
     DOCS9,221$259 12/31/2023
Parallax Volatility Advisers L.P. $258 12/31/2023
     Call9,200$258 12/31/2023
Prelude Capital Management LLC8,833$248 12/31/2023
     DOCS8,833$248 12/31/2023
Prudential Financial Inc.8,770$246 12/31/2023
     DOCS8,770$246 12/31/2023
Gotham Asset Management LLC8,688$244 12/31/2023
     DOCS8,688$244 12/31/2023
Yarbrough Capital LLC8,572$231 03/31/2024
     DOCS8,572$231 03/31/2024
Bridgefront Capital LLC8,246$231 12/31/2023
     DOCS8,246$231 12/31/2023
Advisor Group Holdings Inc.8,026$225 12/31/2023
     DOCS8,026$225 12/31/2023
Maryland State Retirement & Pension System8,787$223 03/31/2024
     DOCS8,787$223 03/31/2024
Keebeck Alpha LP7,933$222 12/31/2023
     DOCS7,933$222 12/31/2023
Legato Capital Management LLC7,713$208 03/31/2024
     DOCS7,713$208 03/31/2024
Capstone Investment Advisors LLC7,334$206 12/31/2023
     DOCS7,334$206 12/31/2023
Corton Capital Inc.7,315$205 12/31/2023
     DOCS7,315$205 12/31/2023
FIL Ltd7,259$204 12/31/2023
     DOCS7,259$204 12/31/2023
Jump Financial LLC7,200$202 12/31/2023
     DOCS7,200$202 12/31/2023
CWM LLC5,077$137 03/31/2024
     DOCS5,077$137 03/31/2024
US Bancorp DE4,755$133 12/31/2023
     DOCS4,755$133 12/31/2023
Aubrey Capital Management Ltd4,688$131 12/31/2023
     DOCS4,688$131 12/31/2023
Pier 88 Investment Partners LLC4,460$125 12/31/2023
     DOCS4,460$125 12/31/2023
Newbridge Financial Services Group Inc.4,010$112 12/31/2023
     DOCS4,010$112 12/31/2023
The PNC Financial Services Group Inc.3,386$95 12/31/2023
     DOCS3,386$95 12/31/2023
Creative Financial Designs Inc. ADV3,301$93 12/31/2023
     DOCS3,301$93 12/31/2023
Point72 Hong Kong Ltd3,240$91 12/31/2023
     DOCS3,240$91 12/31/2023
Natixis3,100$87 12/31/2023
     DOCS3,100$87 12/31/2023
Globeflex Capital L P2,727$76 12/31/2023
     DOCS2,727$76 12/31/2023
KBC Group NV2,381$67 12/31/2023
     DOCS2,381$67 12/31/2023
Kapitalo Investimentos Ltda1,989$56 12/31/2023
     DOCS1,989$56 12/31/2023
Van ECK Associates Corp1,876$53 12/31/2023
     DOCS1,876$53 12/31/2023
DekaBank Deutsche Girozentrale1,695$46 03/31/2024
     DOCS1,695$46 03/31/2024
State of Wyoming1,655$46 12/31/2023
     DOCS1,655$46 12/31/2023
Horizon Investments LLC1,557$44 12/31/2023
     DOCS1,557$44 12/31/2023
Shell Asset Management Co.1,460$41 12/31/2023
     DOCS1,460$41 12/31/2023
GAMMA Investing LLC1,480$40 03/31/2024
     DOCS1,480$40 03/31/2024
Fifth Third Bancorp1,139$31 03/31/2024
     DOCS1,139$31 03/31/2024
Harel Insurance Investments & Financial Services Ltd.1,113$31 12/31/2023
     DOCS1,113$31 12/31/2023
First Horizon Advisors Inc.995$28 12/31/2023
     DOCS995$28 12/31/2023
PFS Partners LLC1,000$27 03/31/2024
     DOCS1,000$27 03/31/2024
Northwestern Mutual Wealth Management Co.953$27 12/31/2023
     DOCS953$27 12/31/2023
Sunbelt Securities Inc.905$24 03/31/2024
     DOCS905$24 03/31/2024
Advisory Services Network LLC824$23 12/31/2023
     DOCS824$23 12/31/2023
Quarry LP759$21 12/31/2023
     DOCS759$21 12/31/2023
Huntington National Bank700$20 12/31/2023
     DOCS700$20 12/31/2023
Westside Investment Management Inc.700$19 03/31/2024
     DOCS700$19 03/31/2024
Institutional & Family Asset Management LLC678$19 12/31/2023
     DOCS678$19 12/31/2023
Steward Partners Investment Advisory LLC691$19 12/31/2023
     DOCS691$19 12/31/2023
Principal Securities Inc.592$17 12/31/2023
     DOCS592$17 12/31/2023
Signaturefd LLC620$17 12/31/2023
     DOCS620$17 12/31/2023
Parallel Advisors LLC592$17 12/31/2023
     DOCS592$17 12/31/2023
Your Advocates Ltd. LLP609$17 12/31/2023
     DOCS609$17 12/31/2023
EntryPoint Capital LLC563$16 12/31/2023
     DOCS563$16 12/31/2023
Rise Advisors LLC506$14 03/31/2024
     DOCS506$14 03/31/2024
Larson Financial Group LLC500$14 12/31/2023
     DOCS500$14 12/31/2023
Rakuten Securities Inc.425$12 12/31/2023
     DOCS425$12 12/31/2023
Washington Trust Advisors Inc.378$11 12/31/2023
     DOCS378$11 12/31/2023
Parkside Financial Bank & Trust329$9 12/31/2023
     DOCS329$9 12/31/2023
Ronald Blue Trust Inc.315$9 12/31/2023
     DOCS315$9 12/31/2023
Covestor Ltd310$9 12/31/2023
     DOCS310$9 12/31/2023
LM Advisors LLC322$9 12/31/2023
     DOCS322$9 12/31/2023
Harbour Investments Inc.300$8 12/31/2023
     DOCS300$8 12/31/2023
Whittier Trust Co. of Nevada Inc.300$8 12/31/2023
     DOCS300$8 12/31/2023
Riggs Asset Managment Co. Inc.300$8 12/31/2023
     DOCS300$8 12/31/2023
Clearstead Advisors LLC267$7 12/31/2023
     DOCS267$7 12/31/2023
Sandy Spring Bank250$7 12/31/2023
     DOCS250$7 12/31/2023
Glassman Wealth Services263$7 12/31/2023
     DOCS263$7 12/31/2023
O Dell Group LLC250$7 12/31/2023
     DOCS250$7 12/31/2023
Live Oak Investment Partners250$7 12/31/2023
     DOCS250$7 12/31/2023
Tyler Stone Wealth Management250$7 12/31/2023
     DOCS250$7 12/31/2023
Provence Wealth Management Group250$7 12/31/2023
     DOCS250$7 12/31/2023
Jones Financial Companies Lllp219$6 12/31/2023
     DOCS219$6 12/31/2023
Lindbrook Capital LLC223$6 12/31/2023
     DOCS223$6 12/31/2023
SYSTM Wealth Solutions LLC205$6 12/31/2023
     DOCS205$6 12/31/2023
Fortitude Family Office LLC191$5 03/31/2024
     DOCS191$5 03/31/2024
CI Investments Inc.188$5 12/31/2023
     DOCS188$5 12/31/2023
Allworth Financial LP176$5 12/31/2023
     DOCS176$5 12/31/2023
Iron Horse Wealth Management LLC142$4 03/31/2024
     DOCS142$4 03/31/2024
Truvestments Capital LLC146$4 12/31/2023
     DOCS146$4 12/31/2023
Cornerstone Planning Group LLC125$4 12/31/2023
     DOCS125$4 12/31/2023
DB Wealth Management Group LLC141$4 12/31/2023
     DOCS141$4 12/31/2023
Farther Finance Advisors LLC146$4 12/31/2023
     DOCS146$4 12/31/2023
Turtle Creek Wealth Advisors LLC155$4 12/31/2023
     DOCS155$4 12/31/2023
Massmutual Trust Co. FSB ADV96$3 03/31/2024
     DOCS96$3 03/31/2024
Bessemer Group Inc.108$3 12/31/2023
     DOCS108$3 12/31/2023
Private Trust Co. NA96$3 12/31/2023
     DOCS96$3 12/31/2023
Mark Sheptoff Financial Planning LLC100$3 12/31/2023
     DOCS100$3 12/31/2023
Mine & Arao Wealth Creation & Management LLC.100$3 12/31/2023
     DOCS100$3 12/31/2023
Spire Wealth Management100$3 12/31/2023
     DOCS100$3 12/31/2023
Eagle Bay Advisors LLC100$3 12/31/2023
     DOCS100$3 12/31/2023
Nemes Rush Group LLC117$3 12/31/2023
     DOCS117$3 12/31/2023
Global Retirement Partners LLC87$2 03/31/2024
     DOCS87$2 03/31/2024
PayPay Securities Corp73$2 03/31/2024
     DOCS73$2 03/31/2024
Nisa Investment Advisors LLC70$2 12/31/2023
     DOCS70$2 12/31/2023
GHP Investment Advisors Inc.75$2 12/31/2023
     DOCS75$2 12/31/2023
Colonial Trust Advisors80$2 12/31/2023
     DOCS80$2 12/31/2023
Bell Investment Advisors Inc81$2 12/31/2023
     DOCS81$2 12/31/2023
Smartleaf Asset Management LLC58$2 12/31/2023
     DOCS58$2 12/31/2023
Caldwell Sutter Capital Inc.50$1 03/31/2024
     DOCS50$1 03/31/2024
Valley National Advisers Inc.45$1 03/31/2024
     DOCS45$1 03/31/2024
Farmers & Merchants Investments Inc.50$1 03/31/2024
     DOCS50$1 03/31/2024
Quadrant Capital Group LLC18$1 12/31/2023
     DOCS18$1 12/31/2023
EverSource Wealth Advisors LLC50$1 12/31/2023
     DOCS50$1 12/31/2023
Missouri Trust & Investment Co31$1 12/31/2023
     DOCS31$1 12/31/2023
Naples Money Management LLC22$1 12/31/2023
     DOCS22$1 12/31/2023
Bear Mountain Capital Inc.25$1 12/31/2023
     DOCS25$1 12/31/2023
Sachetta LLC51$1 12/31/2023
     DOCS51$1 12/31/2023
Pineridge Advisors LLC41$1 12/31/2023
     DOCS41$1 12/31/2023
Salem Investment Counselors Inc.9$0 03/31/2024
     DOCS9$0 03/31/2024
Northwest Investment Counselors LLC16$0 03/31/2024
     DOCS16$0 03/31/2024
Mather Group LLC.8$0 03/31/2024
     DOCS8$0 03/31/2024
Cutler Group LP $0 03/31/2024
     Call400$0 03/31/2024
MV Capital Management Inc.3$0 03/31/2024
     DOCS3$0 03/31/2024
PFG Private Wealth Management LLC12$0 03/31/2024
     DOCS12$0 03/31/2024
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     DOCS0$0 12/31/2023
Nomura Asset Management Co. Ltd.0$0 12/31/2023
     DOCS0$0 12/31/2023
Crewe Advisors LLC5$0 12/31/2023
     DOCS5$0 12/31/2023
Gordian Capital Singapore Pte Ltd16$0 12/31/2023
     DOCS16$0 12/31/2023
Merlin Capital LLC $0 12/31/2023
     Call13,600$0 12/31/2023
Two Sigma Securities LLC $-280 12/31/2023
     Put23,400$656 12/31/2023
     Call13,400$376 12/31/2023
Point72 Asset Management L.P.13,600$-427 12/31/2023
     Put28,800$808 12/31/2023
     Call13,600$381 12/31/2023

See Summary: Institutional Holders of DOCS
See Details: Top 10 Hedge Funds Holding DOCS
Also See: DOCS Insider Buying
Also See: DOCS Holdings Changes

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