HoldingsChannel.com
Funds Holding DWAS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC5,566,982$506,094 03/31/2024
     DWAS5,566,982$506,094 03/31/2024
Morgan Stanley324,964$27,229 12/31/2023
     DWAS324,964$27,229 12/31/2023
Raymond James & Associates243,971$20,442 12/31/2023
     DWAS243,971$20,442 12/31/2023
Royal Bank of Canada214,801$17,998 12/31/2023
     DWAS214,801$17,998 12/31/2023
Bank of America Corp DE166,953$13,989 12/31/2023
     DWAS166,953$13,989 12/31/2023
LPL Financial LLC163,592$13,707 12/31/2023
     DWAS163,592$13,707 12/31/2023
Wells Fargo & Company MN152,726$12,797 12/31/2023
     DWAS152,726$12,797 12/31/2023
CWM LLC57,385$5,217 03/31/2024
     DWAS57,385$5,217 03/31/2024
UBS Group AG61,204$5,128 12/31/2023
     DWAS61,204$5,128 12/31/2023
Cambridge Investment Research Advisors Inc.50,256$4,211 12/31/2023
     DWAS50,256$4,211 12/31/2023
HighMark Wealth Management LLC50,070$4,195 12/31/2023
     DWAS50,070$4,195 12/31/2023
LJI Wealth Management LLC41,681$3,492 12/31/2023
     DWAS41,681$3,492 12/31/2023
Private Advisor Group LLC40,134$3,363 12/31/2023
     DWAS40,134$3,363 12/31/2023
Baird Financial Group Inc.37,237$3,120 12/31/2023
     DWAS37,237$3,120 12/31/2023
IHT Wealth Management LLC32,916$2,758 12/31/2023
     DWAS32,916$2,758 12/31/2023
Envestnet Asset Management Inc.31,004$2,598 12/31/2023
     DWAS31,004$2,598 12/31/2023
Prospera Financial Services Inc28,980$2,428 12/31/2023
     DWAS28,980$2,428 12/31/2023
Janney Montgomery Scott LLC28,445$2,383 12/31/2023
     DWAS28,445$2,383 12/31/2023
Money Concepts Capital Corp26,246$2,199 12/31/2023
     DWAS26,246$2,199 12/31/2023
Northwestern Mutual Wealth Management Co.25,442$2,132 12/31/2023
     DWAS25,442$2,132 12/31/2023
Private Advisory Group LLC24,953$2,091 12/31/2023
     DWAS24,953$2,091 12/31/2023
Biondo Investment Advisors LLC21,894$1,834 12/31/2023
     DWAS21,894$1,834 12/31/2023
Cetera Advisor Networks LLC20,009$1,677 12/31/2023
     DWAS20,009$1,677 12/31/2023
Raymond James Financial Services Advisors Inc.18,947$1,588 12/31/2023
     DWAS18,947$1,588 12/31/2023
Monticello Wealth Management LLC18,929$1,586 12/31/2023
     DWAS18,929$1,586 12/31/2023
Stifel Financial Corp17,243$1,445 12/31/2023
     DWAS17,243$1,445 12/31/2023
Harbour Investments Inc.16,845$1,411 12/31/2023
     DWAS16,845$1,411 12/31/2023
MML Investors Services LLC15,352$1,286 12/31/2023
     DWAS15,352$1,286 12/31/2023
Susquehanna International Group LLP13,373$1,121 12/31/2023
     DWAS13,373$1,121 12/31/2023
Strid Group LLC11,585$971 12/31/2023
     DWAS11,585$971 12/31/2023
Commonwealth Equity Services LLC11,505$964 12/31/2023
     DWAS11,505$964 12/31/2023
Snowden Capital Advisors LLC11,316$948 12/31/2023
     DWAS11,316$948 12/31/2023
Trueblood Wealth Management LLC10,094$846 12/31/2023
     DWAS10,094$846 12/31/2023
EP Wealth Advisors LLC9,689$812 12/31/2023
     DWAS9,689$812 12/31/2023
Advisor Group Holdings Inc.9,602$805 12/31/2023
     DWAS9,602$805 12/31/2023
Nemes Rush Group LLC8,123$681 12/31/2023
     DWAS8,123$681 12/31/2023
Thoroughbred Financial Services LLC7,556$633 12/31/2023
     DWAS7,556$633 12/31/2023
Mercer Global Advisors Inc. ADV7,362$617 12/31/2023
     DWAS7,362$617 12/31/2023
Geneos Wealth Management Inc.6,921$580 12/31/2023
     DWAS6,921$580 12/31/2023
Fifth Third Securities Inc.6,077$552 03/31/2024
     DWAS6,077$552 03/31/2024
Financial Partners Group Inc6,581$551 12/31/2023
     DWAS6,581$551 12/31/2023
Two Sigma Investments LP6,400$536 12/31/2023
     DWAS6,400$536 12/31/2023
DB Wealth Management Group LLC6,091$510 12/31/2023
     DWAS6,091$510 12/31/2023
Two Sigma Advisers LP5,100$427 12/31/2023
     DWAS5,100$427 12/31/2023
Citadel Advisors LLC4,935$414 12/31/2023
     DWAS4,935$414 12/31/2023
Dynamic Advisor Solutions LLC4,524$411 03/31/2024
     DWAS4,524$411 03/31/2024
Steward Partners Investment Advisory LLC4,879$409 12/31/2023
     DWAS4,879$409 12/31/2023
NorthCrest Asset Manangement LLC4,379$398 03/31/2024
     DWAS4,379$398 03/31/2024
MorganRosel Wealth Management LLC4,126$375 03/31/2024
     DWAS4,126$375 03/31/2024
Creative Planning4,426$371 12/31/2023
     DWAS4,426$371 12/31/2023
Synergy Financial Management LLC4,070$370 03/31/2024
     DWAS4,070$370 03/31/2024
Focus Financial Network Inc. ADV4,226$354 12/31/2023
     DWAS4,226$354 12/31/2023
Kestra Advisory Services LLC3,847$322 12/31/2023
     DWAS3,847$322 12/31/2023
Goldman Sachs Group Inc.3,608$302 12/31/2023
     DWAS3,608$302 12/31/2023
Scotia Capital Inc.3,557$298 12/31/2023
     DWAS3,557$298 12/31/2023
FMR LLC3,372$283 12/31/2023
     DWAS3,372$283 12/31/2023
Prime Capital Investment Advisors LLC2,863$240 12/31/2023
     DWAS2,863$240 12/31/2023
Callan Family Office LLC2,846$238 12/31/2023
     DWAS2,846$238 12/31/2023
Stratos Wealth Partners LTD.2,610$237 03/31/2024
     DWAS2,610$237 03/31/2024
National Bank of Canada FI2,800$232 12/31/2023
     DWAS2,800$232 12/31/2023
Cornerstone Planning Group LLC2,765$232 12/31/2023
     DWAS2,765$232 12/31/2023
Stephens Inc. AR2,435$204 12/31/2023
     DWAS2,435$204 12/31/2023
Prudential Financial Inc.2,428$203 12/31/2023
     DWAS2,428$203 12/31/2023
MTM Investment Management LLC2,329$195 12/31/2023
     DWAS2,329$195 12/31/2023
Advisory Services Network LLC2,079$174 12/31/2023
     DWAS2,079$174 12/31/2023
Eagle Bay Advisors LLC2,039$171 12/31/2023
     DWAS2,039$171 12/31/2023
Spire Wealth Management1,650$134 12/31/2023
     DWAS1,650$134 12/31/2023
Thompson Siegel & Walmsley LLC1,065$89 12/31/2023
     DWAS1,065$89 12/31/2023
Founders Financial Alliance LLC1,056$88 12/31/2023
     DWAS1,056$88 12/31/2023
Fortis Advisors LLC956$80 12/31/2023
     DWAS956$80 12/31/2023
Tower Research Capital LLC TRC 906$76 12/31/2023
     DWAS906$76 12/31/2023
GWM Advisors LLC450$38 12/31/2023
     DWAS450$38 12/31/2023
NBC Securities Inc.404$36 03/31/2024
     DWAS404$36 03/31/2024
Newbridge Financial Services Group Inc.430$36 12/31/2023
     DWAS430$36 12/31/2023
JPMorgan Chase & Co.394$33 12/31/2023
     DWAS394$33 12/31/2023
Citigroup Inc.366$31 12/31/2023
     DWAS366$31 12/31/2023
Private Trust Co. NA342$29 12/31/2023
     DWAS342$29 12/31/2023
Register Financial Advisors LLC283$26 03/31/2024
     DWAS283$26 03/31/2024
Barclays PLC300$25 12/31/2023
     DWAS300$25 12/31/2023
Capital Advisors Ltd. LLC250$23 03/31/2024
     DWAS250$23 03/31/2024
Family Capital Trust Co214$18 12/31/2023
     DWAS214$18 12/31/2023
Key Financial Inc152$13 12/31/2023
     DWAS152$13 12/31/2023
Comerica Bank147$12 12/31/2023
     DWAS147$12 12/31/2023
Qube Research & Technologies Ltd135$11 12/31/2023
     DWAS135$11 12/31/2023
Householder Group Estate & Retirement Specialist LLC75$6 12/31/2023
     DWAS75$6 12/31/2023
The PNC Financial Services Group Inc.50$4 12/31/2023
     DWAS50$4 12/31/2023
Investors Research Corp44$4 12/31/2023
     DWAS44$4 12/31/2023
Principal Securities Inc.6$1 12/31/2023
     DWAS6$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     DWAS0$0 12/31/2023
Truvestments Capital LLC4$0 12/31/2023
     DWAS4$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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