HoldingsChannel.com
Institutional Holders of DFNL
HolderAmountPosition Size
($ in 1000's)		 As of
Davis Selected Advisers2,138,178$64,717 12/31/2023
     DFNL2,138,178$64,717 12/31/2023
Morgan Stanley734,476$22,231 12/31/2023
     DFNL734,476$22,231 12/31/2023
Beacon Harbor Wealth Advisors Inc.318,633$9,644 12/31/2023
     DFNL318,633$9,644 12/31/2023
LPL Financial LLC207,264$6,273 12/31/2023
     DFNL207,264$6,273 12/31/2023
Bank of America Corp DE191,212$5,787 12/31/2023
     DFNL191,212$5,787 12/31/2023
UBS Group AG97,733$2,958 12/31/2023
     DFNL97,733$2,958 12/31/2023
Next Level Private LLC81,878$2,728 03/31/2024
     DFNL81,878$2,728 03/31/2024
D.A. Davidson & CO.80,780$2,445 12/31/2023
     DFNL80,780$2,445 12/31/2023
Commonwealth Equity Services LLC60,694$2,022 03/31/2024
     DFNL60,694$2,022 03/31/2024
HighTower Advisors LLC61,152$1,849 12/31/2023
     DFNL61,152$1,849 12/31/2023
Royal Bank of Canada58,650$1,775 12/31/2023
     DFNL58,650$1,775 12/31/2023
Stratos Wealth Partners LTD.49,060$1,635 03/31/2024
     DFNL49,060$1,635 03/31/2024
Advisor Group Holdings Inc.33,538$1,015 12/31/2023
     DFNL33,538$1,015 12/31/2023
Atlas Wealth LLC28,529$864 12/31/2023
     DFNL28,529$864 12/31/2023
Mercer Global Advisors Inc. ADV26,875$813 12/31/2023
     DFNL26,875$813 12/31/2023
Jane Street Group LLC26,731$809 12/31/2023
     DFNL26,731$809 12/31/2023
Prospera Financial Services Inc22,504$681 12/31/2023
     DFNL22,504$681 12/31/2023
Sittner & Nelson LLC20,233$612 12/31/2023
     DFNL20,233$612 12/31/2023
J.W. Cole Advisors Inc.16,219$491 12/31/2023
     DFNL16,219$491 12/31/2023
Arkansas Financial Group Inc.14,504$483 03/31/2024
     DFNL14,504$483 03/31/2024
Stifel Financial Corp14,269$432 12/31/2023
     DFNL14,269$432 12/31/2023
Raymond James & Associates10,837$361 03/31/2024
     DFNL10,837$361 03/31/2024
Janney Montgomery Scott LLC11,505$348 12/31/2023
     DFNL11,505$348 12/31/2023
Captrust Financial Advisors11,100$336 12/31/2023
     DFNL11,100$336 12/31/2023
Diligent Investors LLC10,691$324 12/31/2023
     DFNL10,691$324 12/31/2023
Rockefeller Capital Management L.P.10,247$310 12/31/2023
     DFNL10,247$310 12/31/2023
Geneos Wealth Management Inc.9,934$301 12/31/2023
     DFNL9,934$301 12/31/2023
DAVENPORT & Co LLC9,805$297 12/31/2023
     DFNL9,805$297 12/31/2023
Envestnet Asset Management Inc.9,619$291 12/31/2023
     DFNL9,619$291 12/31/2023
Flagship Harbor Advisors LLC7,162$239 03/31/2024
     DFNL7,162$239 03/31/2024
Kathleen S. Wright Associates Inc.3,125$104 03/31/2024
     DFNL3,125$104 03/31/2024
Key Financial Inc2,705$82 12/31/2023
     DFNL2,705$82 12/31/2023
CWM LLC1,672$56 03/31/2024
     DFNL1,672$56 03/31/2024
Comerica Bank821$25 12/31/2023
     DFNL821$25 12/31/2023
Allworth Financial LP715$24 03/31/2024
     DFNL715$24 03/31/2024
Steward Partners Investment Advisory LLC723$22 12/31/2023
     DFNL723$22 12/31/2023
Wetzel Investment Advisors Inc.470$15 03/31/2024
     DFNL470$15 03/31/2024
Benjamin F. Edwards & Company Inc.400$13 03/31/2024
     DFNL400$13 03/31/2024
Wells Fargo & Company MN301$9 12/31/2023
     DFNL301$9 12/31/2023
The PNC Financial Services Group Inc.267$8 12/31/2023
     DFNL267$8 12/31/2023
JPMorgan Chase & Co.31$1 12/31/2023
     DFNL31$1 12/31/2023
FMR LLC1$0 12/31/2023
     DFNL1$0 12/31/2023

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

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