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Funds Holding DTD

On this page, we present all of the funds holding DTD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DTD, with a link to that fund's top holdings. The next columns indicate the amount of DTD stock held by each of the funds holding DTD, followed by the DTD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 172 funds holding DTD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding DTD), click the fund name in the "Holder" column of the funds-holding-DTD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,045,553$133,738 12/31/2023
     DTD2,045,553$133,738 12/31/2023
Morgan Stanley1,044,024$68,258 12/31/2023
     DTD1,044,024$68,258 12/31/2023
LPL Financial LLC568,624$37,177 12/31/2023
     DTD568,624$37,177 12/31/2023
Wells Fargo & Company MN375,880$24,575 12/31/2023
     DTD375,880$24,575 12/31/2023
626 Financial LLC297,206$21,018 03/31/2024
     DTD297,206$21,018 03/31/2024
Pinnacle Financial Group LLC IL293,385$19,182 12/31/2023
     DTD293,385$19,182 12/31/2023
Connecticut Wealth Management LLC278,597$18,215 12/31/2023
     DTD278,597$18,215 12/31/2023
HighTower Advisors LLC222,796$14,562 12/31/2023
     DTD222,796$14,562 12/31/2023
Cetera Advisor Networks LLC204,979$13,402 12/31/2023
     DTD204,979$13,402 12/31/2023
Vertex Planning Partners LLC198,668$12,989 12/31/2023
     DTD198,668$12,989 12/31/2023
Raymond James Financial Services Advisors Inc.151,480$10,713 03/31/2024
     DTD151,480$10,713 03/31/2024
Ameriprise Financial Inc.163,058$10,661 12/31/2023
     DTD163,058$10,661 12/31/2023
Melone Private Wealth LLC116,294$7,603 12/31/2023
     DTD116,294$7,603 12/31/2023
Kestra Advisory Services LLC105,898$6,924 12/31/2023
     DTD105,898$6,924 12/31/2023
UBS Group AG104,811$6,853 12/31/2023
     DTD104,811$6,853 12/31/2023
FFG Retirement Advisors LLC84,812$5,545 12/31/2023
     DTD84,812$5,545 12/31/2023
JPMorgan Chase & Co.81,200$5,309 12/31/2023
     DTD81,200$5,309 12/31/2023
Envestnet Asset Management Inc.64,749$4,233 12/31/2023
     DTD64,749$4,233 12/31/2023
Mariner LLC64,175$4,196 12/31/2023
     DTD64,175$4,196 12/31/2023
Royal Bank of Canada60,412$3,950 12/31/2023
     DTD60,412$3,950 12/31/2023
Cambridge Investment Research Advisors Inc.54,679$3,867 03/31/2024
     DTD54,679$3,867 03/31/2024
Pathstone Holdings LLC54,479$3,562 12/31/2023
     DTD54,479$3,562 12/31/2023
Steward Partners Investment Advisory LLC48,036$3,141 12/31/2023
     DTD48,036$3,141 12/31/2023
Goldman Sachs Group Inc.45,250$2,958 12/31/2023
     DTD45,250$2,958 12/31/2023
CI Private Wealth LLC45,169$2,953 12/31/2023
     DTD45,169$2,953 12/31/2023
Commonwealth Equity Services LLC43,769$2,862 12/31/2023
     DTD43,769$2,862 12/31/2023
Advisor Group Holdings Inc.43,299$2,831 12/31/2023
     DTD43,299$2,831 12/31/2023
Brookstone Capital Management37,229$2,633 03/31/2024
     DTD37,229$2,633 03/31/2024
Avantax Advisory Services Inc.38,677$2,529 12/31/2023
     DTD38,677$2,529 12/31/2023
Capital Advisory Group Advisory Services LLC34,231$2,421 03/31/2024
     DTD34,231$2,421 03/31/2024
Creative Planning36,286$2,372 12/31/2023
     DTD36,286$2,372 12/31/2023
Certified Advisory Corp35,053$2,292 12/31/2023
     DTD35,053$2,292 12/31/2023
Arvest Investments Inc.31,597$2,235 03/31/2024
     DTD31,597$2,235 03/31/2024
My Legacy Advisors LLC34,038$2,221 12/31/2023
     DTD34,038$2,221 12/31/2023
Arvest Trust Co. N A33,954$2,220 12/31/2023
     DTD33,954$2,220 12/31/2023
Susquehanna International Group LLP31,711$2,073 12/31/2023
     DTD31,711$2,073 12/31/2023
True Wealth Design LLC31,014$2,028 12/31/2023
     DTD31,014$2,028 12/31/2023
Rockefeller Capital Management L.P.29,848$1,952 12/31/2023
     DTD29,848$1,952 12/31/2023
Lcnb Corp26,246$1,716 12/31/2023
     DTD26,246$1,716 12/31/2023
Atria Investments LLC25,801$1,687 12/31/2023
     DTD25,801$1,687 12/31/2023
Wade G W & Inc.25,343$1,657 12/31/2023
     DTD25,343$1,657 12/31/2023
MGO Private Wealth LLC20,292$1,435 03/31/2024
     DTD20,292$1,435 03/31/2024
Stratos Wealth Partners LTD.19,938$1,410 03/31/2024
     DTD19,938$1,410 03/31/2024
Sharper & Granite LLC20,205$1,407 03/31/2024
     DTD20,205$1,407 03/31/2024
KLR Investment Advisors LLC20,528$1,399 03/31/2024
     DTD20,528$1,399 03/31/2024
Private Advisor Group LLC21,129$1,381 12/31/2023
     DTD21,129$1,381 12/31/2023
Raymond James & Associates19,350$1,368 03/31/2024
     DTD19,350$1,368 03/31/2024
Clearwater Capital Advisors LLC20,474$1,339 12/31/2023
     DTD20,474$1,339 12/31/2023
Cherrydale Wealth Management LLC18,150$1,284 03/31/2024
     DTD18,150$1,284 03/31/2024
Sonata Capital Group Inc.19,308$1,262 12/31/2023
     DTD19,308$1,262 12/31/2023
Blair William & Co. IL19,265$1,260 12/31/2023
     DTD19,265$1,260 12/31/2023
Evercore Wealth Management LLC18,900$1,236 12/31/2023
     DTD18,900$1,236 12/31/2023
CWM LLC16,923$1,197 03/31/2024
     DTD16,923$1,197 03/31/2024
NBC Securities Inc.14,169$1,112 03/31/2024
     DTD14,169$1,112 03/31/2024
Wealth Enhancement Advisory Services LLC15,650$1,107 03/31/2024
     DTD15,650$1,107 03/31/2024
Captrust Financial Advisors16,654$1,089 12/31/2023
     DTD16,654$1,089 12/31/2023
Atria Wealth Solutions Inc.16,510$1,079 12/31/2023
     DTD16,510$1,079 12/31/2023
JFS Wealth Advisors LLC16,298$1,066 12/31/2023
     DTD16,298$1,066 12/31/2023
Cetera Advisors LLC15,767$1,031 12/31/2023
     DTD15,767$1,031 12/31/2023
Verus Capital Partners LLC15,583$1,019 12/31/2023
     DTD15,583$1,019 12/31/2023
Cetera Investment Advisers14,687$960 12/31/2023
     DTD14,687$960 12/31/2023
Sunbelt Securities Inc.13,094$926 03/31/2024
     DTD13,094$926 03/31/2024
Claro Advisors LLC12,993$919 03/31/2024
     DTD12,993$919 03/31/2024
PCA Investment Advisory Services Inc.13,293$869 12/31/2023
     DTD13,293$869 12/31/2023
Kendall Capital Management13,080$855 12/31/2023
     DTD13,080$855 12/31/2023
HB Wealth Management LLC12,880$842 12/31/2023
     DTD12,880$842 12/31/2023
Spire Wealth Management11,877$840 03/31/2024
     DTD11,877$840 03/31/2024
Citadel Advisors LLC12,838$839 12/31/2023
     DTD12,838$839 12/31/2023
AE Wealth Management LLC12,504$828 12/31/2023
     DTD12,504$828 12/31/2023
Institute for Wealth Management LLC.11,793$771 12/31/2023
     DTD11,793$771 12/31/2023
Panoramic Investment Advisors LLC10,345$732 03/31/2024
     DTD10,345$732 03/31/2024
Revisor Wealth Management LLC10,528$714 03/31/2024
     DTD10,528$714 03/31/2024
Whittier Trust Co. of Nevada Inc.10,467$684 12/31/2023
     DTD10,467$684 12/31/2023
GWM Advisors LLC10,362$677 12/31/2023
     DTD10,362$677 12/31/2023
Northwestern Mutual Wealth Management Co.10,155$664 12/31/2023
     DTD10,155$664 12/31/2023
Park Avenue Securities LLC8,951$633 03/31/2024
     DTD8,951$633 03/31/2024
Cutler Investment Counsel LLC9,413$615 12/31/2023
     DTD9,413$615 12/31/2023
Ballentine Partners LLC8,640$611 03/31/2024
     DTD8,640$611 03/31/2024
Jane Street Group LLC9,212$602 12/31/2023
     DTD9,212$602 12/31/2023
FMR LLC8,468$554 12/31/2023
     DTD8,468$554 12/31/2023
Consolidated Portfolio Review Corp8,123$531 12/31/2023
     DTD8,123$531 12/31/2023
Alta Wealth Advisors LLC8,009$524 12/31/2023
     DTD8,009$524 12/31/2023
Gateway Wealth Partners LLC7,962$521 12/31/2023
     DTD7,962$521 12/31/2023
Regions Financial Corp7,226$511 03/31/2024
     DTD7,226$511 03/31/2024
Treynor Bancshares Inc.7,800$510 12/31/2023
     DTD7,800$510 12/31/2023
Amplius Wealth Advisors LLC7,186$508 03/31/2024
     DTD7,186$508 03/31/2024
Team Financial Group LLC7,776$508 12/31/2023
     DTD7,776$508 12/31/2023
MML Investors Services LLC7,722$505 12/31/2023
     DTD7,722$505 12/31/2023
Savant Capital LLC7,608$497 12/31/2023
     DTD7,608$497 12/31/2023
Janney Montgomery Scott LLC7,316$478 12/31/2023
     DTD7,316$478 12/31/2023
Baker Tilly Financial LLC7,216$472 12/31/2023
     DTD7,216$472 12/31/2023
Great Valley Advisor Group Inc.7,133$466 12/31/2023
     DTD7,133$466 12/31/2023
Baird Financial Group Inc.6,993$457 12/31/2023
     DTD6,993$457 12/31/2023
Sandy Cove Advisors LLC6,372$451 03/31/2024
     DTD6,372$451 03/31/2024
Gradient Capital Advisors LLC6,336$448 03/31/2024
     DTD6,336$448 03/31/2024
Sanibel Captiva Trust Company Inc.6,850$448 12/31/2023
     DTD6,850$448 12/31/2023
Putnam FL Investment Management Co.6,119$400 12/31/2023
     DTD6,119$400 12/31/2023
Willis Investment Counsel5,566$394 03/31/2024
     DTD5,566$394 03/31/2024
Envestnet Portfolio Solutions Inc.5,943$389 12/31/2023
     DTD5,943$389 12/31/2023
Cerity Partners LLC5,924$388 12/31/2023
     DTD5,924$388 12/31/2023
GYL Financial Synergies LLC5,880$384 12/31/2023
     DTD5,880$384 12/31/2023
Beacon Pointe Advisors LLC5,860$383 12/31/2023
     DTD5,860$383 12/31/2023
Signal Advisors Wealth LLC5,214$369 03/31/2024
     DTD5,214$369 03/31/2024
Integrated Wealth Concepts LLC5,578$365 12/31/2023
     DTD5,578$365 12/31/2023
Qube Research & Technologies Ltd5,502$360 12/31/2023
     DTD5,502$360 12/31/2023
Belpointe Asset Management LLC5,498$359 12/31/2023
     DTD5,498$359 12/31/2023
Mercer Global Advisors Inc. ADV5,432$355 12/31/2023
     DTD5,432$355 12/31/2023
Insigneo Advisory Services LLC5,396$353 12/31/2023
     DTD5,396$353 12/31/2023
Creative Financial Designs Inc. ADV5,375$351 12/31/2023
     DTD5,375$351 12/31/2023
Key Financial Inc5,224$342 12/31/2023
     DTD5,224$342 12/31/2023
Essential Planning LLC.5,136$336 12/31/2023
     DTD5,136$336 12/31/2023
Rooted Wealth Advisors Inc.4,751$332 03/31/2024
     DTD4,751$332 03/31/2024
Maripau Wealth Management LLC5,062$331 12/31/2023
     DTD5,062$331 12/31/2023
Epiq Partners LLC4,600$325 03/31/2024
     DTD4,600$325 03/31/2024
ICA Group Wealth Management LLC4,789$313 12/31/2023
     DTD4,789$313 12/31/2023
Obsidian Personal Planning Solutions LLC4,709$308 12/31/2023
     DTD4,709$308 12/31/2023
Sequoia Financial Advisors LLC4,654$304 12/31/2023
     DTD4,654$304 12/31/2023
Crestone Asset Management LLC4,423$289 12/31/2023
     DTD4,423$289 12/31/2023
Geneos Wealth Management Inc.4,250$278 12/31/2023
     DTD4,250$278 12/31/2023
Rehmann Capital Advisory Group3,954$259 12/31/2023
     DTD3,954$259 12/31/2023
Midland Wealth Advisors LLC3,950$258 12/31/2023
     DTD3,950$258 12/31/2023
Bridgewealth Advisory Group LLC3,512$248 03/31/2024
     DTD3,512$248 03/31/2024
TRUE Private Wealth Advisors3,787$248 12/31/2023
     DTD3,787$248 12/31/2023
CoreCap Advisors LLC3,773$247 12/31/2023
     DTD3,773$247 12/31/2023
Brown Advisory Inc.3,408$241 03/31/2024
     DTD3,408$241 03/31/2024
Nations Financial Group Inc. IA ADV3,344$236 03/31/2024
     DTD3,344$236 03/31/2024
Kapstone Financial Advisors LLC3,500$232 12/31/2023
     DTD3,500$232 12/31/2023
Allegheny Financial Group LTD3,475$227 12/31/2023
     DTD3,475$227 12/31/2023
SageView Advisory Group LLC3,405$227 12/31/2023
     DTD3,405$227 12/31/2023
Cary Street Partners Investment Advisory LLC3,360$218 12/31/2023
     DTD3,360$218 12/31/2023
Allworth Financial LP3,303$216 12/31/2023
     DTD3,303$216 12/31/2023
Moseley Investment Management Inc.3,020$214 03/31/2024
     DTD3,020$214 03/31/2024
Eagle Strategies LLC3,013$213 03/31/2024
     DTD3,013$213 03/31/2024
Jackson Square Capital LLC2,990$211 03/31/2024
     DTD2,990$211 03/31/2024
Blue Barn Wealth LLC3,154$206 12/31/2023
     DTD3,154$206 12/31/2023
Comerica Bank2,901$190 12/31/2023
     DTD2,901$190 12/31/2023
Clearstead Advisors LLC2,519$165 12/31/2023
     DTD2,519$165 12/31/2023
The PNC Financial Services Group Inc.2,384$156 12/31/2023
     DTD2,384$156 12/31/2023
IFP Advisors Inc1,511$99 12/31/2023
     DTD1,511$99 12/31/2023
Sandy Spring Bank1,479$97 12/31/2023
     DTD1,479$97 12/31/2023
Proequities Inc.1,440$94 12/31/2023
     DTD1,440$94 12/31/2023
Tompkins Financial Corp1,206$85 03/31/2024
     DTD1,206$85 03/31/2024
Glenmede Trust Co. NA1,054$69 12/31/2023
     DTD1,054$69 12/31/2023
WealthShield Partners LLC1,010$66 12/31/2023
     DTD1,010$66 12/31/2023
Center for Financial Planning Inc.982$64 12/31/2023
     DTD982$64 12/31/2023
Ronald Blue Trust Inc.996$60 12/31/2023
     DTD996$60 12/31/2023
Ancora Advisors LLC864$56 12/31/2023
     DTD864$56 12/31/2023
Resurgent Financial Advisors LLC796$52 12/31/2023
     DTD796$52 12/31/2023
Parallel Advisors LLC752$49 12/31/2023
     DTD752$49 12/31/2023
Archer Investment Corp500$33 12/31/2023
     DTD500$33 12/31/2023
Fairman Group LLC484$32 12/31/2023
     DTD484$32 12/31/2023
Farther Finance Advisors LLC468$31 12/31/2023
     DTD468$31 12/31/2023
Element Wealth LLC457$30 12/31/2023
     DTD457$30 12/31/2023
BOK Financial Private Wealth Inc.428$28 12/31/2023
     DTD428$28 12/31/2023
AlphaMark Advisors LLC375$27 03/31/2024
     DTD375$27 03/31/2024
IAG Wealth Partners LLC350$25 03/31/2024
     DTD350$25 03/31/2024
Lindbrook Capital LLC324$21 12/31/2023
     DTD324$21 12/31/2023
Tortoise Investment Management LLC300$20 12/31/2023
     DTD300$20 12/31/2023
Larson Financial Group LLC309$20 12/31/2023
     DTD309$20 12/31/2023
Global Retirement Partners LLC258$18 03/31/2024
     DTD258$18 03/31/2024
Semmax Financial Advisors Inc.263$17 12/31/2023
     DTD263$17 12/31/2023
Anchor Investment Management LLC237$15 12/31/2023
     DTD237$15 12/31/2023
SRS Capital Advisors Inc.198$13 12/31/2023
     DTD198$13 12/31/2023
Tucker Asset Management LLC186$12 12/31/2023
     DTD186$12 12/31/2023
RE Dickinson Investment Advisors LLC146$10 12/31/2023
     DTD146$10 12/31/2023
O Shaughnessy Asset Management LLC140$9 12/31/2023
     DTD140$9 12/31/2023
Opal Wealth Advisors LLC112$8 03/31/2024
     DTD112$8 03/31/2024
Smartleaf Asset Management LLC73$5 12/31/2023
     DTD73$5 12/31/2023
Sound Income Strategies LLC60$4 03/31/2024
     DTD60$4 03/31/2024
DHJJ Financial Advisors Ltd.14$1 03/31/2024
     DTD14$1 03/31/2024
Advisory Services Network LLC8$1 12/31/2023
     DTD8$1 12/31/2023
Asset Dedication LLC1$0 03/31/2024
     DTD1$0 03/31/2024
Citigroup Inc.7$0 12/31/2023
     DTD7$0 12/31/2023

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

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