HoldingsChannel.com
Funds Holding DVYE
HolderAmountPosition Size
($ in 1000's)
 As of
Sunbelt Securities Inc.57,417$583,074 12/31/2019
     DVYE57,417$583,074 12/31/2019
UBS Group AG1,073,987$43,625 12/31/2019
     DVYE1,073,987$43,625 12/31/2019
Bank of America Corp DE963,611$39,142 12/31/2019
     DVYE963,611$39,142 12/31/2019
BlackRock Inc.940,646$38,209 12/31/2019
     DVYE940,646$38,209 12/31/2019
Merit Financial Group LLC810,045$32,904 12/31/2019
     DVYE810,045$32,904 12/31/2019
Keybank National Association OH655,071$26,609 12/31/2019
     DVYE655,071$26,609 12/31/2019
Envestnet Asset Management Inc.603,206$24,502 12/31/2019
     DVYE603,206$24,502 12/31/2019
Morgan Stanley469,670$19,078 12/31/2019
     DVYE469,670$19,078 12/31/2019
Assetmark Inc.432,100$17,552 12/31/2019
     DVYE432,100$17,552 12/31/2019
United Capital Financial Advisers LLC314,970$12,794 12/31/2019
     DVYE314,970$12,794 12/31/2019
LPL Financial LLC270,597$10,992 12/31/2019
     DVYE270,597$10,992 12/31/2019
Citadel Advisors LLC255,039$10,360 12/31/2019
     DVYE255,039$10,360 12/31/2019
Securian Asset Management Inc250,000$10,155 12/31/2019
     DVYE250,000$10,155 12/31/2019
Signature Estate & Investment Advisors LLC213,549$8,674 12/31/2019
     DVYE213,549$8,674 12/31/2019
MML Investors Services LLC186,430$7,573 12/31/2019
     DVYE186,430$7,573 12/31/2019
Commonwealth Equity Services LLC172,143$6,992 12/31/2019
     DVYE172,143$6,992 12/31/2019
Beacon Financial Group153,502$6,235 12/31/2019
     DVYE153,502$6,235 12/31/2019
Raymond James Financial Services Advisors Inc.127,060$5,161 12/31/2019
     DVYE127,060$5,161 12/31/2019
Stifel Financial Corp122,666$4,954 12/31/2019
     DVYE122,666$4,954 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC119,802$4,866 12/31/2019
     DVYE119,802$4,866 12/31/2019
Endurance Wealth Management Inc.117,781$4,784 12/31/2019
     DVYE117,781$4,784 12/31/2019
Royal Bank of Canada114,546$4,652 12/31/2019
     DVYE114,546$4,652 12/31/2019
Ameriprise Financial Inc.111,937$4,547 12/31/2019
     DVYE111,937$4,547 12/31/2019
United Bank93,645$3,804 12/31/2019
     DVYE93,645$3,804 12/31/2019
Asset Dedication LLC86,427$3,513 12/31/2019
     DVYE86,427$3,513 12/31/2019
Cetera Advisors LLC82,054$3,327 12/31/2019
     DVYE82,054$3,327 12/31/2019
Cedar Mountain Advisors LLC73,655$2,992 12/31/2019
     DVYE73,655$2,992 12/31/2019
Wealthsource Partners LLC69,901$2,839 12/31/2019
     DVYE69,901$2,839 12/31/2019
Steward Partners Investment Advisory LLC69,755$2,833 12/31/2019
     DVYE69,755$2,833 12/31/2019
First Republic Investment Management Inc.68,988$2,802 12/31/2019
     DVYE68,988$2,802 12/31/2019
Raymond James & Associates68,652$2,789 12/31/2019
     DVYE68,652$2,789 12/31/2019
Truist Financial Corp62,217$2,527 12/31/2019
     DVYE62,217$2,527 12/31/2019
Suntrust Banks Inc.55,241$2,174 09/30/2019
     DVYE55,241$2,174 09/30/2019
Almanack Investment Partners LLC.53,073$2,156 12/31/2019
     DVYE53,073$2,156 12/31/2019
Princeton Global Asset Management LLC50,563$2,054 12/31/2019
     DVYE50,563$2,054 12/31/2019
Advisor Group Inc.49,981$2,031 12/31/2019
     DVYE49,981$2,031 12/31/2019
Capital Analysts LLC47,451$1,927 12/31/2019
     DVYE47,451$1,927 12/31/2019
Whittier Trust Co.45,316$1,840 12/31/2019
     DVYE45,316$1,840 12/31/2019
Advisory Services Network LLC45,195$1,836 12/31/2019
     DVYE45,195$1,836 12/31/2019
D.A. Davidson & CO.40,794$1,657 12/31/2019
     DVYE40,794$1,657 12/31/2019
Park Avenue Securities LLC34,006$1,381 12/31/2019
     DVYE34,006$1,381 12/31/2019
Brandywine Oak Private Wealth LLC33,100$1,344 12/31/2019
     DVYE33,100$1,344 12/31/2019
Thrivent Financial for Lutherans32,704$1,328 12/31/2019
     DVYE32,704$1,328 12/31/2019
Cedar Brook Financial Partners LLC28,932$1,175 12/31/2019
     DVYE28,932$1,175 12/31/2019
Ladenburg Thalmann Financial Services Inc.24,106$976 12/31/2019
     DVYE24,106$976 12/31/2019
PNC Financial Services Group Inc.23,724$963 12/31/2019
     DVYE23,724$963 12/31/2019
Bank of Nova Scotia22,980$929 12/31/2019
     DVYE22,980$929 12/31/2019
Janney Montgomery Scott LLC22,523$915 12/31/2019
     DVYE22,523$915 12/31/2019
OmniStar Financial Group Inc.21,252$863 12/31/2019
     DVYE21,252$863 12/31/2019
Resources Investment Advisors LLC.20,732$842 12/31/2019
     DVYE20,732$842 12/31/2019
Mercer Global Advisors Inc. ADV19,591$796 12/31/2019
     DVYE19,591$796 12/31/2019
Fairview Capital Investment Management LLC18,650$757 12/31/2019
     DVYE18,650$757 12/31/2019
Institutional & Family Asset Management LLC17,886$727 12/31/2019
     DVYE17,886$727 12/31/2019
Robertson Stephens Wealth Management LLC17,795$722 12/31/2019
     DVYE17,795$722 12/31/2019
Evanson Asset Management LLC17,250$701 12/31/2019
     DVYE17,250$701 12/31/2019
Sigma Planning Corp16,818$683 12/31/2019
     DVYE16,818$683 12/31/2019
Hancock Whitney Corp16,369$665 12/31/2019
     DVYE16,369$665 12/31/2019
Tranquility Partners LLC15,813$642 12/31/2019
     DVYE15,813$642 12/31/2019
Transcend Wealth Collective LLC15,611$636 12/31/2019
     DVYE15,611$636 12/31/2019
CIBC World Markets Inc.13,342$542 12/31/2019
     DVYE13,342$542 12/31/2019
Argent Advisors Inc.12,794$521 12/31/2019
     DVYE12,794$521 12/31/2019
TBH Global Asset Management LLC12,334$501 12/31/2019
     DVYE12,334$501 12/31/2019
Sowell Financial Services LLC12,000$487 12/31/2019
     DVYE12,000$487 12/31/2019
Baird Financial Group Inc.11,901$483 12/31/2019
     DVYE11,901$483 12/31/2019
Koshinski Asset Management Inc.10,928$442 12/31/2019
     DVYE10,928$442 12/31/2019
HMS Capital Management LLC10,468$425 12/31/2019
     DVYE10,468$425 12/31/2019
Avantax Advisory Services Inc.9,976$404 12/31/2019
     DVYE9,976$404 12/31/2019
Old Port Advisors9,539$387 12/31/2019
     DVYE9,539$387 12/31/2019
180 Wealth Advisors LLC8,059$333 12/31/2019
     DVYE8,059$333 12/31/2019
Northern Oak Wealth Management Inc.8,040$327 12/31/2019
     DVYE8,040$327 12/31/2019
DAVENPORT & Co LLC7,500$305 12/31/2019
     DVYE7,500$305 12/31/2019
Banco Bilbao Vizcaya Argentaria S.A.7,500$304 12/31/2019
     DVYE7,500$304 12/31/2019
Summit Financial Group Inc.7,414$301 12/31/2019
     DVYE7,414$301 12/31/2019
Coastal Investment Advisors Inc.7,327$285 12/31/2019
     DVYE7,327$285 12/31/2019
Renaissance Technologies LLC6,982$284 12/31/2019
     DVYE6,982$284 12/31/2019
Lazard Asset Management LLC7,000$284 12/31/2019
     DVYE7,000$284 12/31/2019
Synovus Financial Corp6,601$266 12/31/2019
     DVYE6,601$266 12/31/2019
RFG Advisory LLC6,517$265 12/31/2019
     DVYE6,517$265 12/31/2019
CIBC Asset Management Inc6,290$255 12/31/2019
     DVYE6,290$255 12/31/2019
Texas Yale Capital Corp.6,216$252 12/31/2019
     DVYE6,216$252 12/31/2019
Arlington Partners LLC6,091$247 12/31/2019
     DVYE6,091$247 12/31/2019
GWM Advisors LLC5,947$241 12/31/2019
     DVYE5,947$241 12/31/2019
Advisory Alpha LLC5,737$239 12/31/2019
     DVYE5,737$239 12/31/2019
Mission Creek Capital Partners Inc.5,590$227 12/31/2019
     DVYE5,590$227 12/31/2019
F3Logic LLC5,481$223 12/31/2019
     DVYE5,481$223 12/31/2019
HighTower Advisors LLC5,401$219 12/31/2019
     DVYE5,401$219 12/31/2019
US Bancorp DE5,318$216 12/31/2019
     DVYE5,318$216 12/31/2019
Halbert Hargrove Global Advisors LLC5,147$209 12/31/2019
     DVYE5,147$209 12/31/2019
Gavea Investimentos Ltda6,023$193 12/31/2019
     DVYE6,023$193 12/31/2019
Islay Capital Management LLC4,701$191 12/31/2019
     DVYE4,701$191 12/31/2019
Wells Fargo & Company MN4,381$178 12/31/2019
     DVYE4,381$178 12/31/2019
Whittier Trust Co. of Nevada Inc.2,699$110 12/31/2019
     DVYE2,699$110 12/31/2019
Hudock Capital Group LLC2,499$103 12/31/2019
     DVYE2,499$103 12/31/2019
Clear Harbor Asset Management LLC2,487$101 12/31/2019
     DVYE2,487$101 12/31/2019
Citigroup Inc.1,669$68 12/31/2019
     DVYE1,669$68 12/31/2019
FinTrust Capital Advisors LLC1,565$64 12/31/2019
     DVYE1,565$64 12/31/2019
Proequities Inc.1,188$48 12/31/2019
     DVYE1,188$48 12/31/2019
Benjamin F. Edwards & Company Inc.1,143$46 12/31/2019
     DVYE1,143$46 12/31/2019
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main10,500,000$42 12/31/2019
     DVYE10,500,000$42 12/31/2019
Duncker Streett & Co. Inc.1,010$41 12/31/2019
     DVYE1,010$41 12/31/2019
FMR LLC956$39 12/31/2019
     DVYE956$39 12/31/2019
Optimum Investment Advisors925$38 12/31/2019
     DVYE925$38 12/31/2019
IFP Advisors Inc765$31 12/31/2019
     DVYE765$31 12/31/2019
Advantage Investment Management LLC755$28 09/30/2019
     DVYE755$28 09/30/2019
Trustcore Financial Services LLC674$27 12/31/2019
     DVYE674$27 12/31/2019
Liberty Wealth Management LLC621$25 12/31/2019
     DVYE621$25 12/31/2019
Keebeck Wealth Management LLC543$22 12/31/2019
     DVYE543$22 12/31/2019
Global Retirement Partners LLC432$18 12/31/2019
     DVYE432$18 12/31/2019
Blair William & Co. IL419$17 12/31/2019
     DVYE419$17 12/31/2019
NEXT Financial Group Inc400$16 12/31/2019
     DVYE400$16 12/31/2019
ERTS Wealth Advisors LLC360$13 12/31/2019
     DVYE360$13 12/31/2019
City Holding Co.300$12 12/31/2019
     DVYE300$12 12/31/2019
Front Row Advisors LLC250$10 12/31/2019
     DVYE250$10 12/31/2019
Bank of Montreal Can225$9 12/31/2019
     DVYE225$9 12/31/2019
CWM LLC224$9 12/31/2019
     DVYE224$9 12/31/2019
AlphaMark Advisors LLC200$8 12/31/2019
     DVYE200$8 12/31/2019
Parallel Advisors LLC162$7 12/31/2019
     DVYE162$7 12/31/2019
Barclays PLC93$4 12/31/2019
     DVYE93$4 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA105$4 12/31/2019
     DVYE105$4 12/31/2019
Samalin Investment Counsel LLC100$4 12/31/2019
     DVYE100$4 12/31/2019
Wealthcare Advisory Partners LLC104$4 12/31/2019
     DVYE104$4 12/31/2019

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

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