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Institutional Holders of DOL

There is a long list of 92 institutional holders of DOL 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 DOL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DOL table below, the initial column indicates the name of each top institutional holder of DOL, with a link to that fund's top holdings. The next columns indicate the amount of DOL stock held by each of the institutional holders of DOL, followed by the DOL 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
Creative Planning2,888,529$142,283 12/31/2023
     DOL2,888,529$142,283 12/31/2023
Huntington National Bank1,572,797$77,473 12/31/2023
     DOL1,572,797$77,473 12/31/2023
Morgan Stanley469,054$23,105 12/31/2023
     DOL469,054$23,105 12/31/2023
JPMorgan Chase & Co.439,442$21,646 12/31/2023
     DOL439,442$21,646 12/31/2023
Envestnet Asset Management Inc.354,882$17,481 12/31/2023
     DOL354,882$17,481 12/31/2023
Key Financial Inc270,510$13,325 12/31/2023
     DOL270,510$13,325 12/31/2023
Royal Bank of Canada259,056$12,759 12/31/2023
     DOL259,056$12,759 12/31/2023
BIP Wealth LLC209,526$10,321 12/31/2023
     DOL209,526$10,321 12/31/2023
Jane Street Group LLC206,909$10,192 12/31/2023
     DOL206,909$10,192 12/31/2023
LPL Financial LLC198,617$9,783 12/31/2023
     DOL198,617$9,783 12/31/2023
Bank of America Corp DE188,093$9,265 12/31/2023
     DOL188,093$9,265 12/31/2023
Wells Fargo & Company MN137,113$6,754 12/31/2023
     DOL137,113$6,754 12/31/2023
STA Wealth Management LLC134,782$6,639 12/31/2023
     DOL134,782$6,639 12/31/2023
Commonwealth Equity Services LLC124,499$6,438 03/31/2024
     DOL124,499$6,438 03/31/2024
M&T Bank Corp114,762$5,653 12/31/2023
     DOL114,762$5,653 12/31/2023
Powers Advisory Group LLC83,075$4,296 03/31/2024
     DOL83,075$4,296 03/31/2024
Steward Partners Investment Advisory LLC82,064$4,042 12/31/2023
     DOL82,064$4,042 12/31/2023
Cetera Advisor Networks LLC80,771$3,979 12/31/2023
     DOL80,771$3,979 12/31/2023
Northwestern Mutual Wealth Management Co.68,673$3,383 12/31/2023
     DOL68,673$3,383 12/31/2023
Congress Wealth Management LLC DE 60,040$3,105 03/31/2024
     DOL60,040$3,105 03/31/2024
Rockefeller Capital Management L.P.62,101$3,059 12/31/2023
     DOL62,101$3,059 12/31/2023
UBS Group AG61,818$3,045 12/31/2023
     DOL61,818$3,045 12/31/2023
Baystate Wealth Management LLC61,324$3,021 12/31/2023
     DOL61,324$3,021 12/31/2023
MML Investors Services LLC54,399$2,680 12/31/2023
     DOL54,399$2,680 12/31/2023
StrategIQ Financial Group LLC44,037$2,169 12/31/2023
     DOL44,037$2,169 12/31/2023
Advisor Group Holdings Inc.40,790$2,010 12/31/2023
     DOL40,790$2,010 12/31/2023
Gladstone Institutional Advisory LLC28,795$1,418 12/31/2023
     DOL28,795$1,418 12/31/2023
Flow Traders U.S. LLC21,959$1,082 12/31/2023
     DOL21,959$1,082 12/31/2023
Golden State Equity Partners21,059$1,037 12/31/2023
     DOL21,059$1,037 12/31/2023
Resources Investment Advisors LLC.20,044$987 12/31/2023
     DOL20,044$987 12/31/2023
Altrius Capital Management Inc16,810$828 12/31/2023
     DOL16,810$828 12/31/2023
HighTower Advisors LLC16,019$791 12/31/2023
     DOL16,019$791 12/31/2023
OLD Mission Capital LLC13,986$689 12/31/2023
     DOL13,986$689 12/31/2023
Howe & Rusling Inc.13,068$644 12/31/2023
     DOL13,068$644 12/31/2023
Institute for Wealth Management LLC.11,863$613 03/31/2024
     DOL11,863$613 03/31/2024
Evanson Asset Management LLC11,442$592 03/31/2024
     DOL11,442$592 03/31/2024
CI Private Wealth LLC11,927$587 12/31/2023
     DOL11,927$587 12/31/2023
True Wealth Design LLC11,502$567 12/31/2023
     DOL11,502$567 12/31/2023
Avantax Advisory Services Inc.11,482$566 12/31/2023
     DOL11,482$566 12/31/2023
Comerica Bank11,088$546 12/31/2023
     DOL11,088$546 12/31/2023
CoreCap Advisors LLC11,046$544 12/31/2023
     DOL11,046$544 12/31/2023
Susquehanna International Group LLP11,000$542 12/31/2023
     DOL11,000$542 12/31/2023
Blue Edge Capital LLC9,253$465 12/31/2023
     COM9,253$465 12/31/2023
Raymond James Financial Services Advisors Inc.7,956$411 03/31/2024
     DOL7,956$411 03/31/2024
Meridian Financial Partners LLC8,200$406 03/31/2024
     DOL8,200$406 03/31/2024
Buckingham Strategic Partners7,001$345 12/31/2023
     DOL7,001$345 12/31/2023
IFG Advisory LLC6,978$344 12/31/2023
     DOL6,978$344 12/31/2023
Raymond James & Associates6,459$334 03/31/2024
     DOL6,459$334 03/31/2024
MCF Advisors LLC6,461$334 03/31/2024
     DOL6,461$334 03/31/2024
JFS Wealth Advisors LLC6,446$333 03/31/2024
     DOL6,446$333 03/31/2024

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

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