HoldingsChannel.com
Funds Holding DTD
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE517,101$40,499 03/31/2020
     DTD517,101$40,499 03/31/2020
Connecticut Wealth Management LLC388,920$30,460 03/31/2020
     DTD388,920$30,460 03/31/2020
LPL Financial LLC293,262$22,968 03/31/2020
     DTD293,262$22,968 03/31/2020
Morgan Stanley176,328$13,810 03/31/2020
     DTD176,328$13,810 03/31/2020
Bank of New York Mellon Corp109,626$8,586 03/31/2020
     DTD109,626$8,586 03/31/2020
UBS Group AG108,645$8,509 03/31/2020
     DTD108,645$8,509 03/31/2020
HighTower Advisors LLC105,518$8,263 03/31/2020
     DTD105,518$8,263 03/31/2020
Wells Fargo & Company MN93,231$7,302 03/31/2020
     DTD93,231$7,302 03/31/2020
Susquehanna International Group LLP65,685$5,144 03/31/2020
     DTD65,685$5,144 03/31/2020
Citadel Advisors LLC60,768$4,759 03/31/2020
     DTD60,768$4,759 03/31/2020
Envestnet Asset Management Inc.53,655$4,202 03/31/2020
     DTD53,655$4,202 03/31/2020
Smart Money Group LLC52,878$4,141 03/31/2020
     DTD52,878$4,141 03/31/2020
Veritable L.P.43,467$3,404 03/31/2020
     DTD43,467$3,404 03/31/2020
Commonwealth Equity Services LLC35,574$2,786 03/31/2020
     DTD35,574$2,786 03/31/2020
United Capital Financial Advisers LLC32,315$2,531 03/31/2020
     DTD32,315$2,531 03/31/2020
First Republic Investment Management Inc.30,986$2,427 03/31/2020
     DTD30,986$2,427 03/31/2020
Creative Planning30,696$2,404 03/31/2020
     DTD30,696$2,404 03/31/2020
Royal Bank of Canada29,812$2,334 03/31/2020
     DTD29,812$2,334 03/31/2020
Cambridge Investment Research Advisors Inc.28,524$2,234 03/31/2020
     DTD28,524$2,234 03/31/2020
Jane Street Group LLC21,470$1,682 03/31/2020
     DTD21,470$1,682 03/31/2020
Blair William & Co. IL20,428$1,600 03/31/2020
     DTD20,428$1,600 03/31/2020
Steward Partners Investment Advisory LLC19,238$1,506 03/31/2020
     DTD19,238$1,506 03/31/2020
Advisor Group Holdings Inc.583,433$1,293 03/31/2020
     DTD583,433$1,293 03/31/2020
Cutler Investment Counsel LLC15,895$1,245 03/31/2020
     DTD15,895$1,245 03/31/2020
Strategic Wealth Advisors Group LLC16,385$1,228 03/31/2020
     DTD16,385$1,228 03/31/2020
Clearstead Advisors LLC15,265$1,196 03/31/2020
     DTD15,265$1,196 03/31/2020
Clearwater Capital Advisors LLC14,578$1,142 03/31/2020
     DTD14,578$1,142 03/31/2020
Kendall Capital Management12,840$1,006 03/31/2020
     DTD12,840$1,006 03/31/2020
Tower Research Capital LLC TRC 11,619$910 03/31/2020
     DTD11,619$910 03/31/2020
Lcnb Corp11,389$892 03/31/2020
     DTD11,389$892 03/31/2020
JFS Wealth Advisors LLC11,270$883 03/31/2020
     DTD11,270$883 03/31/2020
Avantax Advisory Services Inc.11,131$870 03/31/2020
     DTD11,131$870 03/31/2020
Wade G W & Inc.10,893$853 03/31/2020
     DTD10,893$853 03/31/2020
Raymond James Financial Services Advisors Inc.10,859$850 03/31/2020
     DTD10,859$850 03/31/2020
Captrust Financial Advisors11,327$849 03/31/2020
     DTD11,327$849 03/31/2020
Private Advisor Group LLC10,581$829 03/31/2020
     DTD10,581$829 03/31/2020
Evercore Wealth Management LLC9,450$740 03/31/2020
     DTD9,450$740 03/31/2020
Sonata Capital Group Inc.9,320$730 03/31/2020
     DTD9,320$730 03/31/2020
First Allied Advisory Services Inc.8,562$671 03/31/2020
     DTD8,562$671 03/31/2020
Homrich & Berg6,976$546 03/31/2020
     DTD6,976$546 03/31/2020
Janney Montgomery Scott LLC6,783$531 03/31/2020
     DTD6,783$531 03/31/2020
MML Investors Services LLC6,269$491 03/31/2020
     DTD6,269$491 03/31/2020
Stifel Financial Corp6,182$485 03/31/2020
     DTD6,182$485 03/31/2020
Epiq Partners LLC5,750$450 03/31/2020
     DTD5,750$450 03/31/2020
Institute for Wealth Management LLC.5,532$433 03/31/2020
     DTD5,532$433 03/31/2020
Cetera Advisor Networks LLC5,489$430 03/31/2020
     DTD5,489$430 03/31/2020
Squar Milner Financial Services LLC5,246$410 03/31/2020
     DTD5,246$410 03/31/2020
Tradition Asset Management LLC5,057$396 03/31/2020
     DTD5,057$396 03/31/2020
Raymond James & Associates4,982$390 03/31/2020
     DTD4,982$390 03/31/2020
Ameriprise Financial Inc.4,417$346 03/31/2020
     DTD4,417$346 03/31/2020
Certified Advisory Corp4,414$346 03/31/2020
     DTD4,414$346 03/31/2020
Ballentine Partners LLC4,320$338 03/31/2020
     DTD4,320$338 03/31/2020
Aurora Private Wealth Inc.4,292$336 03/31/2020
     DTD4,292$336 03/31/2020
Cetera Advisors LLC4,224$331 03/31/2020
     DTD4,224$331 03/31/2020
Moseley Investment Management Inc.4,110$322 03/31/2020
     DTD4,110$322 03/31/2020
Gradient Capital Advisors LLC3,988$312 03/31/2020
     DTD3,988$312 03/31/2020
JPMorgan Chase & Co.3,788$297 03/31/2020
     DTD3,788$297 03/31/2020
Baird Financial Group Inc.3,490$273 03/31/2020
     DTD3,490$273 03/31/2020
Putnam FL Investment Management Co.3,432$269 03/31/2020
     DTD3,432$269 03/31/2020
Quest Capital Management Inc. ADV3,400$266 03/31/2020
     DTD3,400$266 03/31/2020
Willis Investment Counsel3,318$260 03/31/2020
     DTD3,318$260 03/31/2020
Two Sigma Securities LLC3,056$239 03/31/2020
     DTD3,056$239 03/31/2020
Laurel Wealth Advisors Inc.3,047$239 03/31/2020
     DTD3,047$239 03/31/2020
BOK Financial Private Wealth Inc.3,038$238 03/31/2020
     DTD3,038$238 03/31/2020
Hotaling Investment Management LLC2,940$230 03/31/2020
     DTD2,940$230 03/31/2020
NEXT Financial Group Inc2,631$206 03/31/2020
     DTD2,631$206 03/31/2020
Patriot Financial Group Insurance Agency LLC2,569$201 03/31/2020
     DTD2,569$201 03/31/2020
Parallel Advisors LLC2,500$195 03/31/2020
     DTD2,500$195 03/31/2020
Northwestern Mutual Wealth Management Co.2,271$178 03/31/2020
     DTD2,271$178 03/31/2020
TRUE Private Wealth Advisors1,893$148 03/31/2020
     DTD1,893$148 03/31/2020
Key Financial Inc1,799$144 03/31/2020
     DTD1,799$144 03/31/2020
Advisory Services Network LLC1,565$123 03/31/2020
     DTD1,565$123 03/31/2020
Claraphi Advisory Network LLC1,289$101 03/31/2020
     DTD1,289$101 03/31/2020
PNC Financial Services Group Inc.1,279$100 03/31/2020
     DTD1,279$100 03/31/2020
IFP Advisors Inc1,115$89 03/31/2020
     DTD1,115$89 03/31/2020
Verus Capital Partners LLC1,088$85 03/31/2020
     DTD1,088$85 03/31/2020
Stonebridge Capital Advisors LLC902$71 03/31/2020
     DTD902$71 03/31/2020
Tompkins Financial Corp737$58 03/31/2020
     DTD737$58 03/31/2020
Proequities Inc.720$56 03/31/2020
     DTD720$56 03/31/2020
Shine Investment Advisory Services Inc.700$55 03/31/2020
     DTD700$55 03/31/2020
Citigroup Inc.576$45 03/31/2020
     DTD576$45 03/31/2020
FMR LLC558$44 03/31/2020
     DTD558$44 03/31/2020
Flagship Harbor Advisors LLC531$42 03/31/2020
     DTD531$42 03/31/2020
Wealthcare Advisory Partners LLC511$40 03/31/2020
     DTD511$40 03/31/2020
Ancora Advisors LLC432$34 03/31/2020
     DTD432$34 03/31/2020
Sowell Financial Services LLC434$34 03/31/2020
     DTD434$34 03/31/2020
Rockefeller Capital Management L.P.436$34 03/31/2020
     DTD436$34 03/31/2020
Financial Architects Inc400$31 03/31/2020
     DTD400$31 03/31/2020
Stratos Wealth Advisors LLC351$28 03/31/2020
     DTD351$28 03/31/2020
CWM LLC329$26 03/31/2020
     DTD329$26 03/31/2020
Jacobi Capital Management LLC336$26 03/31/2020
     DTD336$26 03/31/2020
Northern Oak Wealth Management Inc.320$25 03/31/2020
     DTD320$25 03/31/2020
Synovus Financial Corp300$23 03/31/2020
     DTD300$23 03/31/2020
Joseph P. Lucia & Associates LLC275$22 03/31/2020
     DTD275$22 03/31/2020
CVA Family Office LLC254$20 03/31/2020
     DTD254$20 03/31/2020
Archer Investment Corp250$20 03/31/2020
     DTD250$20 03/31/2020
Citizens Financial Group Inc RI225$18 03/31/2020
     DTD225$18 03/31/2020
Weaver Consulting Group220$17 03/31/2020
     DTD220$17 03/31/2020
Pittenger & Anderson Inc.210$16 03/31/2020
     DTD210$16 03/31/2020
Ameritas Investment Company LLC180$14 03/31/2020
     DTD180$14 03/31/2020
Tortoise Investment Management LLC150$12 03/31/2020
     DTD150$12 03/31/2020
Mark Sheptoff Financial Planning LLC150$12 03/31/2020
     DTD150$12 03/31/2020
Larson Financial Group LLC154$12 03/31/2020
     DTD154$12 03/31/2020
Blue Bell Private Wealth Management LLC125$10 03/31/2020
     DTD125$10 03/31/2020
Townsend Asset Management Corp NC ADV79$6 03/31/2020
     DTD79$6 03/31/2020
JNBA Financial Advisors72$6 03/31/2020
     DTD72$6 03/31/2020
Sound Income Strategies LLC67$5 03/31/2020
     DTD67$5 03/31/2020
Liberty Wealth Management LLC14$1 03/31/2020
     DTD14$1 03/31/2020

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

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