HoldingsChannel.com
Funds Holding FDIS
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.3,682,290$138,970 03/31/2020
     FDIS3,682,290$138,970 03/31/2020
Envestnet Asset Management Inc.592,488$30,827 06/30/2020
     FDIS592,488$30,827 06/30/2020
Lido Advisors LLC521,065$19,665 03/31/2020
     FDIS521,065$19,665 03/31/2020
Wells Fargo & Company MN362,607$13,685 03/31/2020
     FDIS362,607$13,685 03/31/2020
Commonwealth Equity Services LLC140,519$5,303 03/31/2020
     FDIS140,519$5,303 03/31/2020
Karp Capital Management Corp122,683$4,630 03/31/2020
     FDIS122,683$4,630 03/31/2020
Bank of America Corp DE106,253$4,010 03/31/2020
     FDIS106,253$4,010 03/31/2020
Advisor Group Holdings Inc.83,859$3,169 03/31/2020
     FDIS83,859$3,169 03/31/2020
Spinnaker Trust72,314$2,729 03/31/2020
     FDIS72,314$2,729 03/31/2020
Smart Portfolios LLC72,257$2,727 03/31/2020
     FDIS72,257$2,727 03/31/2020
Citadel Advisors LLC68,274$2,577 03/31/2020
     FDIS68,274$2,577 03/31/2020
LPL Financial LLC67,783$2,558 03/31/2020
     FDIS67,783$2,558 03/31/2020
Stifel Financial Corp61,000$2,302 03/31/2020
     FDIS61,000$2,302 03/31/2020
Cambridge Investment Research Advisors Inc.59,609$2,250 03/31/2020
     FDIS59,609$2,250 03/31/2020
Maltin Wealth Management Inc.57,240$2,160 03/31/2020
     FDIS57,240$2,160 03/31/2020
Strategic Wealth Management Inc.53,167$2,007 03/31/2020
     FDIS53,167$2,007 03/31/2020
55I LLC42,891$1,759 03/31/2020
     FDIS42,891$1,759 03/31/2020
Demars Financial Group LLC44,402$1,676 03/31/2020
     FDIS44,402$1,676 03/31/2020
Exchange Capital Management Inc.39,792$1,502 03/31/2020
     FDIS39,792$1,502 03/31/2020
Truist Financial Corp38,639$1,458 03/31/2020
     FDIS38,639$1,458 03/31/2020
Morgan Stanley36,029$1,360 03/31/2020
     FDIS36,029$1,360 03/31/2020
Boston Private Wealth LLC35,484$1,339 03/31/2020
     FDIS35,484$1,339 03/31/2020
Beck Capital Management LLC33,086$1,249 03/31/2020
     FDIS33,086$1,249 03/31/2020
TBH Global Asset Management LLC33,014$1,246 03/31/2020
     FDIS33,014$1,246 03/31/2020
Tower Research Capital LLC TRC 27,655$1,044 03/31/2020
     FDIS27,655$1,044 03/31/2020
BOK Financial Private Wealth Inc.24,845$938 03/31/2020
     FDIS24,845$938 03/31/2020
Vicus Capital24,581$928 03/31/2020
     FDIS24,581$928 03/31/2020
Royal Bank of Canada21,602$816 03/31/2020
     FDIS21,602$816 03/31/2020
Advisory Services Network LLC18,717$706 03/31/2020
     FDIS18,717$706 03/31/2020
Synovus Financial Corp18,126$684 03/31/2020
     FDIS18,126$684 03/31/2020
FMR LLC16,610$627 03/31/2020
     FDIS16,610$627 03/31/2020
Ameritas Investment Company LLC15,918$599 03/31/2020
     FDIS15,918$599 03/31/2020
Sigma Planning Corp15,102$570 03/31/2020
     FDIS15,102$570 03/31/2020
Lynch & Associates IN14,433$545 03/31/2020
     FDIS14,433$545 03/31/2020
Smith Salley & Associates13,745$519 03/31/2020
     FDIS13,745$519 03/31/2020
Charles Schwab Trust Co13,717$518 03/31/2020
     FDIS13,717$518 03/31/2020
Janney Montgomery Scott LLC12,868$486 03/31/2020
     FDIS12,868$486 03/31/2020
Integrated Advisors Network LLC12,099$457 03/31/2020
     FDIS12,099$457 03/31/2020
Lincoln National Corp11,674$440 03/31/2020
     FDIS11,674$440 03/31/2020
Equitable Holdings Inc.11,148$421 03/31/2020
     FDIS11,148$421 03/31/2020
Canton Hathaway LLC10,795$407 03/31/2020
     FDIS10,795$407 03/31/2020
Dfpg Investments LLC9,233$391 03/31/2020
     FDIS9,233$391 03/31/2020
Raymond James & Associates10,268$388 03/31/2020
     FDIS10,268$388 03/31/2020
Fragasso Group Inc.9,894$373 03/31/2020
     FDIS9,894$373 03/31/2020
Beaumont Financial Partners LLC9,878$372 03/31/2020
     FDIS9,878$372 03/31/2020
Credit Suisse AG9,568$361 03/31/2020
     FDIS9,568$361 03/31/2020
Crumly & Associates Inc.6,647$346 06/30/2020
     FDIS6,647$346 06/30/2020
Jane Street Group LLC8,843$334 03/31/2020
     FDIS8,843$334 03/31/2020
Ellis Investment Partners LLC8,586$309 03/31/2020
     FDIS8,586$309 03/31/2020
HighTower Advisors LLC7,969$297 03/31/2020
     FDIS7,969$297 03/31/2020
NorthCoast Asset Management LLC6,861$259 03/31/2020
     FDIS6,861$259 03/31/2020
Whalerock Point Partners LLC6,598$249 03/31/2020
     FDIS6,598$249 03/31/2020
MML Investors Services LLC6,240$236 03/31/2020
     FDIS6,240$236 03/31/2020
Proequities Inc.6,239$235 03/31/2020
     FDIS6,239$235 03/31/2020
UBS Group AG6,196$234 03/31/2020
     FDIS6,196$234 03/31/2020
Creative Planning5,787$218 03/31/2020
     FDIS5,787$218 03/31/2020
Fisher Asset Management LLC5,705$215 03/31/2020
     FDIS5,705$215 03/31/2020
Foresight Wealth Management LLC5,600$211 03/31/2020
     FDIS5,600$211 03/31/2020
Grace Capital3,548$134 03/31/2020
     FDIS3,548$134 03/31/2020
Harbor Investment Advisory LLC3,326$126 03/31/2020
     FDIS3,326$126 03/31/2020
Kings Point Capital Management3,000$113 03/31/2020
     FDIS3,000$113 03/31/2020
Rosenberg Matthew Hamilton2,657$101 03/31/2020
     FDIS2,657$101 03/31/2020
JPMorgan Chase & Co.2,060$78 03/31/2020
     FDIS2,060$78 03/31/2020
Citigroup Inc.1,993$75 03/31/2020
     FDIS1,993$75 03/31/2020
Enterprise Financial Services Corp1,722$65 03/31/2020
     FDIS1,722$65 03/31/2020
IFP Advisors Inc1,687$65 03/31/2020
     FDIS1,687$65 03/31/2020
Marshall Wace LLP1,616$61 03/31/2020
     FDIS1,616$61 03/31/2020
Stonebridge Financial Planning Group LLC1,514$61 03/31/2020
     FDIS1,514$61 03/31/2020
Joseph P. Lucia & Associates LLC1,320$50 03/31/2020
     FDIS1,320$50 03/31/2020
Northwestern Mutual Wealth Management Co.1,302$49 03/31/2020
     FDIS1,302$49 03/31/2020
Steward Partners Investment Advisory LLC1,279$48 03/31/2020
     FDIS1,279$48 03/31/2020
Patriot Financial Group Insurance Agency LLC566$21 03/31/2020
     FDIS566$21 03/31/2020
Signaturefd LLC505$19 03/31/2020
     FDIS505$19 03/31/2020
Plante Moran Financial Advisors LLC486$18 03/31/2020
     FDIS486$18 03/31/2020
Flagship Harbor Advisors LLC485$18 03/31/2020
     FDIS485$18 03/31/2020
Pacitti Group Inc.500$18 03/31/2020
     FDIS500$18 03/31/2020
NEXT Financial Group Inc451$17 03/31/2020
     FDIS451$17 03/31/2020
Sandy Spring Bank381$14 03/31/2020
     FDIS381$14 03/31/2020
Creative Financial Designs Inc. ADV250$9 03/31/2020
     FDIS250$9 03/31/2020
Wealthcare Advisory Partners LLC185$7 03/31/2020
     FDIS185$7 03/31/2020
Element Wealth LLC183$7 03/31/2020
     FDIS183$7 03/31/2020
Archer Investment Corp174$7 03/31/2020
     FDIS174$7 03/31/2020
Certified Advisory Corp134$5 03/31/2020
     FDIS134$5 03/31/2020
Winslow Evans & Crocker Inc.76$4 03/31/2020
     FDIS76$4 03/31/2020
Sowell Financial Services LLC110$4 03/31/2020
     FDIS110$4 03/31/2020
Stratos Wealth Advisors LLC116$4 03/31/2020
     FDIS116$4 03/31/2020
Arkadios Wealth Advisors101$4 03/31/2020
     FDIS101$4 03/31/2020
Investors Research Corp91$3 03/31/2020
     FDIS91$3 03/31/2020
Global Wealth Management Investment Advisory Inc.42$2 03/31/2020
     FDIS42$2 03/31/2020
Tompkins Financial Corp16$1 03/31/2020
     FDIS16$1 03/31/2020
Claraphi Advisory Network LLC25$1 03/31/2020
     FDIS25$1 03/31/2020
Orion Portfolio Solutions LLC14$1 03/31/2020
     FDIS14$1 03/31/2020
AGF Investments LLC9$0 03/31/2020
     FDIS9$0 03/31/2020

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

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