On this page, we present all of the funds holding DWAS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DWAS, with a link to that fund's top holdings. The next columns indicate the amount of DWAS stock held by each of the funds holding DWAS, followed by the DWAS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 89 funds holding DWAS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding DWAS), click the fund name in the "Holder" column of the funds-holding-DWAS table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 5,566,982 | $506,094 | 03/31/2024 |
DWAS | 5,566,982 | $506,094 | 03/31/2024 |
Morgan Stanley | 324,964 | $27,229 | 12/31/2023 |
DWAS | 324,964 | $27,229 | 12/31/2023 |
Raymond James & Associates | 243,971 | $20,442 | 12/31/2023 |
DWAS | 243,971 | $20,442 | 12/31/2023 |
Royal Bank of Canada | 214,801 | $17,998 | 12/31/2023 |
DWAS | 214,801 | $17,998 | 12/31/2023 |
Bank of America Corp DE | 166,953 | $13,989 | 12/31/2023 |
DWAS | 166,953 | $13,989 | 12/31/2023 |
LPL Financial LLC | 163,592 | $13,707 | 12/31/2023 |
DWAS | 163,592 | $13,707 | 12/31/2023 |
Wells Fargo & Company MN | 152,726 | $12,797 | 12/31/2023 |
DWAS | 152,726 | $12,797 | 12/31/2023 |
CWM LLC | 57,385 | $5,217 | 03/31/2024 |
DWAS | 57,385 | $5,217 | 03/31/2024 |
UBS Group AG | 61,204 | $5,128 | 12/31/2023 |
DWAS | 61,204 | $5,128 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 50,256 | $4,211 | 12/31/2023 |
DWAS | 50,256 | $4,211 | 12/31/2023 |
HighMark Wealth Management LLC | 50,070 | $4,195 | 12/31/2023 |
DWAS | 50,070 | $4,195 | 12/31/2023 |
LJI Wealth Management LLC | 41,681 | $3,492 | 12/31/2023 |
DWAS | 41,681 | $3,492 | 12/31/2023 |
Private Advisor Group LLC | 40,134 | $3,363 | 12/31/2023 |
DWAS | 40,134 | $3,363 | 12/31/2023 |
Baird Financial Group Inc. | 37,237 | $3,120 | 12/31/2023 |
DWAS | 37,237 | $3,120 | 12/31/2023 |
IHT Wealth Management LLC | 32,916 | $2,758 | 12/31/2023 |
DWAS | 32,916 | $2,758 | 12/31/2023 |
Envestnet Asset Management Inc. | 31,004 | $2,598 | 12/31/2023 |
DWAS | 31,004 | $2,598 | 12/31/2023 |
Prospera Financial Services Inc | 28,980 | $2,428 | 12/31/2023 |
DWAS | 28,980 | $2,428 | 12/31/2023 |
Janney Montgomery Scott LLC | 28,445 | $2,383 | 12/31/2023 |
DWAS | 28,445 | $2,383 | 12/31/2023 |
Money Concepts Capital Corp | 26,246 | $2,199 | 12/31/2023 |
DWAS | 26,246 | $2,199 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 25,442 | $2,132 | 12/31/2023 |
DWAS | 25,442 | $2,132 | 12/31/2023 |
Private Advisory Group LLC | 24,953 | $2,091 | 12/31/2023 |
DWAS | 24,953 | $2,091 | 12/31/2023 |
Biondo Investment Advisors LLC | 21,894 | $1,834 | 12/31/2023 |
DWAS | 21,894 | $1,834 | 12/31/2023 |
Cetera Advisor Networks LLC | 20,009 | $1,677 | 12/31/2023 |
DWAS | 20,009 | $1,677 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 18,947 | $1,588 | 12/31/2023 |
DWAS | 18,947 | $1,588 | 12/31/2023 |
Monticello Wealth Management LLC | 18,929 | $1,586 | 12/31/2023 |
DWAS | 18,929 | $1,586 | 12/31/2023 |
Stifel Financial Corp | 17,243 | $1,445 | 12/31/2023 |
DWAS | 17,243 | $1,445 | 12/31/2023 |
Harbour Investments Inc. | 16,845 | $1,411 | 12/31/2023 |
DWAS | 16,845 | $1,411 | 12/31/2023 |
MML Investors Services LLC | 15,352 | $1,286 | 12/31/2023 |
DWAS | 15,352 | $1,286 | 12/31/2023 |
Susquehanna International Group LLP | 13,373 | $1,121 | 12/31/2023 |
DWAS | 13,373 | $1,121 | 12/31/2023 |
Strid Group LLC | 11,585 | $971 | 12/31/2023 |
DWAS | 11,585 | $971 | 12/31/2023 |
Commonwealth Equity Services LLC | 11,505 | $964 | 12/31/2023 |
DWAS | 11,505 | $964 | 12/31/2023 |
Snowden Capital Advisors LLC | 11,316 | $948 | 12/31/2023 |
DWAS | 11,316 | $948 | 12/31/2023 |
Trueblood Wealth Management LLC | 10,094 | $846 | 12/31/2023 |
DWAS | 10,094 | $846 | 12/31/2023 |
EP Wealth Advisors LLC | 9,689 | $812 | 12/31/2023 |
DWAS | 9,689 | $812 | 12/31/2023 |
Advisor Group Holdings Inc. | 9,602 | $805 | 12/31/2023 |
DWAS | 9,602 | $805 | 12/31/2023 |
Nemes Rush Group LLC | 8,123 | $681 | 12/31/2023 |
DWAS | 8,123 | $681 | 12/31/2023 |
Thoroughbred Financial Services LLC | 7,556 | $633 | 12/31/2023 |
DWAS | 7,556 | $633 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 7,362 | $617 | 12/31/2023 |
DWAS | 7,362 | $617 | 12/31/2023 |
Geneos Wealth Management Inc. | 6,921 | $580 | 12/31/2023 |
DWAS | 6,921 | $580 | 12/31/2023 |
Fifth Third Securities Inc. | 6,077 | $552 | 03/31/2024 |
DWAS | 6,077 | $552 | 03/31/2024 |
Financial Partners Group Inc | 6,581 | $551 | 12/31/2023 |
DWAS | 6,581 | $551 | 12/31/2023 |
Two Sigma Investments LP | 6,400 | $536 | 12/31/2023 |
DWAS | 6,400 | $536 | 12/31/2023 |
DB Wealth Management Group LLC | 6,091 | $510 | 12/31/2023 |
DWAS | 6,091 | $510 | 12/31/2023 |
Two Sigma Advisers LP | 5,100 | $427 | 12/31/2023 |
DWAS | 5,100 | $427 | 12/31/2023 |
Citadel Advisors LLC | 4,935 | $414 | 12/31/2023 |
DWAS | 4,935 | $414 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 4,524 | $411 | 03/31/2024 |
DWAS | 4,524 | $411 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 4,879 | $409 | 12/31/2023 |
DWAS | 4,879 | $409 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 4,379 | $398 | 03/31/2024 |
DWAS | 4,379 | $398 | 03/31/2024 |
MorganRosel Wealth Management LLC | 4,126 | $375 | 03/31/2024 |
DWAS | 4,126 | $375 | 03/31/2024 |
Creative Planning | 4,426 | $371 | 12/31/2023 |
DWAS | 4,426 | $371 | 12/31/2023 |
Synergy Financial Management LLC | 4,070 | $370 | 03/31/2024 |
DWAS | 4,070 | $370 | 03/31/2024 |
Focus Financial Network Inc. ADV | 4,226 | $354 | 12/31/2023 |
DWAS | 4,226 | $354 | 12/31/2023 |
Kestra Advisory Services LLC | 3,847 | $322 | 12/31/2023 |
DWAS | 3,847 | $322 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,608 | $302 | 12/31/2023 |
DWAS | 3,608 | $302 | 12/31/2023 |
Scotia Capital Inc. | 3,557 | $298 | 12/31/2023 |
DWAS | 3,557 | $298 | 12/31/2023 |
FMR LLC | 3,372 | $283 | 12/31/2023 |
DWAS | 3,372 | $283 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 2,863 | $240 | 12/31/2023 |
DWAS | 2,863 | $240 | 12/31/2023 |
Callan Family Office LLC | 2,846 | $238 | 12/31/2023 |
DWAS | 2,846 | $238 | 12/31/2023 |
Stratos Wealth Partners LTD. | 2,610 | $237 | 03/31/2024 |
DWAS | 2,610 | $237 | 03/31/2024 |
National Bank of Canada FI | 2,800 | $232 | 12/31/2023 |
DWAS | 2,800 | $232 | 12/31/2023 |
Cornerstone Planning Group LLC | 2,765 | $232 | 12/31/2023 |
DWAS | 2,765 | $232 | 12/31/2023 |
Stephens Inc. AR | 2,435 | $204 | 12/31/2023 |
DWAS | 2,435 | $204 | 12/31/2023 |
Prudential Financial Inc. | 2,428 | $203 | 12/31/2023 |
DWAS | 2,428 | $203 | 12/31/2023 |
MTM Investment Management LLC | 2,329 | $195 | 12/31/2023 |
DWAS | 2,329 | $195 | 12/31/2023 |
Advisory Services Network LLC | 2,079 | $174 | 12/31/2023 |
DWAS | 2,079 | $174 | 12/31/2023 |
Eagle Bay Advisors LLC | 2,039 | $171 | 12/31/2023 |
DWAS | 2,039 | $171 | 12/31/2023 |
Spire Wealth Management | 1,650 | $134 | 12/31/2023 |
DWAS | 1,650 | $134 | 12/31/2023 |
Thompson Siegel & Walmsley LLC | 1,065 | $89 | 12/31/2023 |
DWAS | 1,065 | $89 | 12/31/2023 |
Founders Financial Alliance LLC | 1,056 | $88 | 12/31/2023 |
DWAS | 1,056 | $88 | 12/31/2023 |
Fortis Advisors LLC | 956 | $80 | 12/31/2023 |
DWAS | 956 | $80 | 12/31/2023 |
Tower Research Capital LLC TRC | 906 | $76 | 12/31/2023 |
DWAS | 906 | $76 | 12/31/2023 |
GWM Advisors LLC | 450 | $38 | 12/31/2023 |
DWAS | 450 | $38 | 12/31/2023 |
NBC Securities Inc. | 404 | $36 | 03/31/2024 |
DWAS | 404 | $36 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 430 | $36 | 12/31/2023 |
DWAS | 430 | $36 | 12/31/2023 |
JPMorgan Chase & Co. | 394 | $33 | 12/31/2023 |
DWAS | 394 | $33 | 12/31/2023 |
Citigroup Inc. | 366 | $31 | 12/31/2023 |
DWAS | 366 | $31 | 12/31/2023 |
Private Trust Co. NA | 342 | $29 | 12/31/2023 |
DWAS | 342 | $29 | 12/31/2023 |
Register Financial Advisors LLC | 283 | $26 | 03/31/2024 |
DWAS | 283 | $26 | 03/31/2024 |
Barclays PLC | 300 | $25 | 12/31/2023 |
DWAS | 300 | $25 | 12/31/2023 |
Capital Advisors Ltd. LLC | 250 | $23 | 03/31/2024 |
DWAS | 250 | $23 | 03/31/2024 |
Family Capital Trust Co | 214 | $18 | 12/31/2023 |
DWAS | 214 | $18 | 12/31/2023 |
Key Financial Inc | 152 | $13 | 12/31/2023 |
DWAS | 152 | $13 | 12/31/2023 |
Comerica Bank | 147 | $12 | 12/31/2023 |
DWAS | 147 | $12 | 12/31/2023 |
Qube Research & Technologies Ltd | 135 | $11 | 12/31/2023 |
DWAS | 135 | $11 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 75 | $6 | 12/31/2023 |
DWAS | 75 | $6 | 12/31/2023 |
The PNC Financial Services Group Inc. | 50 | $4 | 12/31/2023 |
DWAS | 50 | $4 | 12/31/2023 |
Investors Research Corp | 44 | $4 | 12/31/2023 |
DWAS | 44 | $4 | 12/31/2023 |
Principal Securities Inc. | 6 | $1 | 12/31/2023 |
DWAS | 6 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
DWAS | 0 | $0 | 12/31/2023 |
Truvestments Capital LLC | 4 | $0 | 12/31/2023 |
DWAS | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DWAS
See Details: Top 10 Hedge Funds Holding DWAS
Also See: DWAS Holdings Changes
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