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Institutional Holders of DAUG

There is a long list of 86 institutional holders of DAUG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DAUG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DAUG table below, the initial column indicates the name of each top institutional holder of DAUG, with a link to that fund's top holdings. The next columns indicate the amount of DAUG stock held by each of the institutional holders of DAUG, followed by the DAUG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC586,113$21,686 03/31/2024
     DAUG586,113$21,686 03/31/2024
Oppenheimer & Co. Inc.551,492$19,539 12/31/2023
     DAUG551,492$19,539 12/31/2023
Cetera Advisor Networks LLC368,405$13,053 12/31/2023
     DAUG368,405$13,053 12/31/2023
Hartford Financial Management Inc.307,399$11,374 03/31/2024
     DAUG307,399$11,374 03/31/2024
SageView Advisory Group LLC275,553$9,763 12/31/2023
     DAUG275,553$9,763 12/31/2023
Envestnet Asset Management Inc.252,330$8,940 12/31/2023
     DAUG252,330$8,940 12/31/2023
Advisor Group Holdings Inc.243,728$8,635 12/31/2023
     DAUG243,728$8,635 12/31/2023
HighTower Advisors LLC195,525$6,929 12/31/2023
     DAUG195,525$6,929 12/31/2023
Cambridge Investment Research Advisors Inc.183,085$6,774 03/31/2024
     DAUG183,085$6,774 03/31/2024
IFP Advisors Inc182,728$6,474 12/31/2023
     DAUG182,728$6,474 12/31/2023
AE Wealth Management LLC178,513$6,412 12/31/2023
     DAUG178,513$6,412 12/31/2023
MinichMacGregor Wealth Management LLC157,571$5,827 03/31/2024
     DAUG157,571$5,827 03/31/2024
Truist Financial Corp155,217$5,499 12/31/2023
     DAUG155,217$5,499 12/31/2023
Prosperity Consulting Group LLC145,480$5,383 03/31/2024
     DAUG145,480$5,383 03/31/2024
Signal Advisors Wealth LLC113,558$4,202 03/31/2024
     DAUG113,558$4,202 03/31/2024
Foguth Wealth Management LLC.113,558$4,202 03/31/2024
     DAUG113,558$4,202 03/31/2024
Cetera Investment Advisers110,199$3,904 12/31/2023
     DAUG110,199$3,904 12/31/2023
LPL Financial LLC94,673$3,354 12/31/2023
     DAUG94,673$3,354 12/31/2023
Mariner LLC91,121$3,228 12/31/2023
     DAUG91,121$3,228 12/31/2023
Raymond James & Associates79,239$2,932 03/31/2024
     DAUG79,239$2,932 03/31/2024
Atria Investments LLC72,497$2,569 12/31/2023
     DAUG72,497$2,569 12/31/2023
Kestra Advisory Services LLC70,390$2,494 12/31/2023
     DAUG70,390$2,494 12/31/2023
CWM LLC64,168$2,374 03/31/2024
     DAUG64,168$2,374 03/31/2024
Janney Montgomery Scott LLC59,221$2,191 03/31/2024
     DAUG59,221$2,191 03/31/2024
Harbour Investments Inc.59,378$2,104 12/31/2023
     DAUG59,378$2,104 12/31/2023
Camelot Portfolios LLC47,601$1,687 12/31/2023
     DAUG47,601$1,687 12/31/2023
Ignite Planners LLC41,632$1,540 03/31/2024
     DAUG41,632$1,540 03/31/2024
Raymond James Financial Services Advisors Inc.41,334$1,529 03/31/2024
     DAUG41,334$1,529 03/31/2024
OLD Mission Capital LLC42,653$1,511 12/31/2023
     DAUG42,653$1,511 12/31/2023
GWM Advisors LLC39,094$1,388 12/31/2023
     DAUG39,094$1,388 12/31/2023
Cetera Advisors LLC38,416$1,361 12/31/2023
     DAUG38,416$1,361 12/31/2023
Sage Capital Advisors llc35,600$1,317 03/31/2024
     DAUG35,600$1,317 03/31/2024
Pinnacle Wealth Planning Services Inc.35,481$1,257 12/31/2023
     DAUG35,481$1,257 12/31/2023
Mutual Advisors LLC33,800$1,251 03/31/2024
     DAUG33,800$1,251 03/31/2024
Spire Wealth Management30,170$1,116 03/31/2024
     DAUG30,170$1,116 03/31/2024
StoneX Group Inc.26,501$981 03/31/2024
     DAUG26,501$981 03/31/2024
Royal Bank of Canada26,483$938 12/31/2023
     DAUG26,483$938 12/31/2023
Kestra Private Wealth Services LLC20,978$776 03/31/2024
     DAUG20,978$776 03/31/2024
MML Investors Services LLC20,935$742 12/31/2023
     DAUG20,935$742 12/31/2023
Avantax Advisory Services Inc.19,905$705 12/31/2023
     DAUG19,905$705 12/31/2023
Integrated Advisors Network LLC17,656$653 03/31/2024
     DAUG17,656$653 03/31/2024
Atria Wealth Solutions Inc.17,489$620 12/31/2023
     DAUG17,489$620 12/31/2023
Commonwealth Financial Services LLC15,945$565 12/31/2023
     DAUG15,945$565 12/31/2023
Jane Street Group LLC15,500$549 12/31/2023
     DAUG15,500$549 12/31/2023
National Asset Management Inc.15,450$547 12/31/2023
     DAUG15,450$547 12/31/2023
Virtue Capital Management LLC14,663$515 12/31/2023
     DAUG14,663$515 12/31/2023
EPG Wealth Management LLC14,115$510 12/31/2023
     DAUG14,115$510 12/31/2023
Lakeridge Wealth Management LLC13,045$483 03/31/2024
     DAUG13,045$483 03/31/2024
Integrity Financial Corp WA12,690$470 03/31/2024
     DAUG12,690$470 03/31/2024
Strategic Blueprint LLC11,212$415 03/31/2024
     DAUG11,212$415 03/31/2024

See All: Funds Holding DAUG
See Details: Top 10 Hedge Funds Holding DAUG
Also See: DAUG Holdings Changes

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