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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Creative Planning | 2,888,529 | $142,283 | 12/31/2023 |
DOL | 2,888,529 | $142,283 | 12/31/2023 |
Huntington National Bank | 1,572,797 | $77,473 | 12/31/2023 |
DOL | 1,572,797 | $77,473 | 12/31/2023 |
Morgan Stanley | 469,054 | $23,105 | 12/31/2023 |
DOL | 469,054 | $23,105 | 12/31/2023 |
JPMorgan Chase & Co. | 439,442 | $21,646 | 12/31/2023 |
DOL | 439,442 | $21,646 | 12/31/2023 |
Envestnet Asset Management Inc. | 354,882 | $17,481 | 12/31/2023 |
DOL | 354,882 | $17,481 | 12/31/2023 |
Key Financial Inc | 270,510 | $13,325 | 12/31/2023 |
DOL | 270,510 | $13,325 | 12/31/2023 |
Royal Bank of Canada | 259,056 | $12,759 | 12/31/2023 |
DOL | 259,056 | $12,759 | 12/31/2023 |
BIP Wealth LLC | 209,526 | $10,321 | 12/31/2023 |
DOL | 209,526 | $10,321 | 12/31/2023 |
Jane Street Group LLC | 206,909 | $10,192 | 12/31/2023 |
DOL | 206,909 | $10,192 | 12/31/2023 |
LPL Financial LLC | 198,617 | $9,783 | 12/31/2023 |
DOL | 198,617 | $9,783 | 12/31/2023 |
Bank of America Corp DE | 188,093 | $9,265 | 12/31/2023 |
DOL | 188,093 | $9,265 | 12/31/2023 |
Wells Fargo & Company MN | 137,113 | $6,754 | 12/31/2023 |
DOL | 137,113 | $6,754 | 12/31/2023 |
STA Wealth Management LLC | 134,782 | $6,639 | 12/31/2023 |
DOL | 134,782 | $6,639 | 12/31/2023 |
Commonwealth Equity Services LLC | 124,499 | $6,438 | 03/31/2024 |
DOL | 124,499 | $6,438 | 03/31/2024 |
M&T Bank Corp | 114,762 | $5,653 | 12/31/2023 |
DOL | 114,762 | $5,653 | 12/31/2023 |
Powers Advisory Group LLC | 83,075 | $4,296 | 03/31/2024 |
DOL | 83,075 | $4,296 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 82,064 | $4,042 | 12/31/2023 |
DOL | 82,064 | $4,042 | 12/31/2023 |
Cetera Advisor Networks LLC | 80,771 | $3,979 | 12/31/2023 |
DOL | 80,771 | $3,979 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 68,673 | $3,383 | 12/31/2023 |
DOL | 68,673 | $3,383 | 12/31/2023 |
Congress Wealth Management LLC DE | 60,040 | $3,105 | 03/31/2024 |
DOL | 60,040 | $3,105 | 03/31/2024 |
Rockefeller Capital Management L.P. | 62,101 | $3,059 | 12/31/2023 |
DOL | 62,101 | $3,059 | 12/31/2023 |
UBS Group AG | 61,818 | $3,045 | 12/31/2023 |
DOL | 61,818 | $3,045 | 12/31/2023 |
Baystate Wealth Management LLC | 61,324 | $3,021 | 12/31/2023 |
DOL | 61,324 | $3,021 | 12/31/2023 |
MML Investors Services LLC | 54,399 | $2,680 | 12/31/2023 |
DOL | 54,399 | $2,680 | 12/31/2023 |
StrategIQ Financial Group LLC | 44,037 | $2,169 | 12/31/2023 |
DOL | 44,037 | $2,169 | 12/31/2023 |
Advisor Group Holdings Inc. | 40,790 | $2,010 | 12/31/2023 |
DOL | 40,790 | $2,010 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 28,795 | $1,418 | 12/31/2023 |
DOL | 28,795 | $1,418 | 12/31/2023 |
Flow Traders U.S. LLC | 21,959 | $1,082 | 12/31/2023 |
DOL | 21,959 | $1,082 | 12/31/2023 |
Golden State Equity Partners | 21,059 | $1,037 | 12/31/2023 |
DOL | 21,059 | $1,037 | 12/31/2023 |
Resources Investment Advisors LLC. | 20,044 | $987 | 12/31/2023 |
DOL | 20,044 | $987 | 12/31/2023 |
Altrius Capital Management Inc | 16,810 | $828 | 12/31/2023 |
DOL | 16,810 | $828 | 12/31/2023 |
HighTower Advisors LLC | 16,019 | $791 | 12/31/2023 |
DOL | 16,019 | $791 | 12/31/2023 |
OLD Mission Capital LLC | 13,986 | $689 | 12/31/2023 |
DOL | 13,986 | $689 | 12/31/2023 |
Howe & Rusling Inc. | 13,068 | $644 | 12/31/2023 |
DOL | 13,068 | $644 | 12/31/2023 |
Institute for Wealth Management LLC. | 11,863 | $613 | 03/31/2024 |
DOL | 11,863 | $613 | 03/31/2024 |
Evanson Asset Management LLC | 11,442 | $592 | 03/31/2024 |
DOL | 11,442 | $592 | 03/31/2024 |
CI Private Wealth LLC | 11,927 | $587 | 12/31/2023 |
DOL | 11,927 | $587 | 12/31/2023 |
True Wealth Design LLC | 11,502 | $567 | 12/31/2023 |
DOL | 11,502 | $567 | 12/31/2023 |
Avantax Advisory Services Inc. | 11,482 | $566 | 12/31/2023 |
DOL | 11,482 | $566 | 12/31/2023 |
Comerica Bank | 11,088 | $546 | 12/31/2023 |
DOL | 11,088 | $546 | 12/31/2023 |
CoreCap Advisors LLC | 11,046 | $544 | 12/31/2023 |
DOL | 11,046 | $544 | 12/31/2023 |
Susquehanna International Group LLP | 11,000 | $542 | 12/31/2023 |
DOL | 11,000 | $542 | 12/31/2023 |
Blue Edge Capital LLC | 9,253 | $465 | 12/31/2023 |
COM | 9,253 | $465 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 7,956 | $411 | 03/31/2024 |
DOL | 7,956 | $411 | 03/31/2024 |
Meridian Financial Partners LLC | 8,200 | $406 | 03/31/2024 |
DOL | 8,200 | $406 | 03/31/2024 |
Buckingham Strategic Partners | 7,001 | $345 | 12/31/2023 |
DOL | 7,001 | $345 | 12/31/2023 |
IFG Advisory LLC | 6,978 | $344 | 12/31/2023 |
DOL | 6,978 | $344 | 12/31/2023 |
Raymond James & Associates | 6,459 | $334 | 03/31/2024 |
DOL | 6,459 | $334 | 03/31/2024 |
MCF Advisors LLC | 6,461 | $334 | 03/31/2024 |
DOL | 6,461 | $334 | 03/31/2024 |
JFS Wealth Advisors LLC | 6,446 | $333 | 03/31/2024 |
DOL | 6,446 | $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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