HoldingsChannel.com
There is a long list of 62 institutional holders of DSEP 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 DSEP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DSEP table below, the initial column indicates the name of each top institutional holder of DSEP, with a link to that fund's top holdings. The next columns indicate the amount of DSEP stock held by each of the institutional holders of DSEP, followed by the DSEP 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 |
|---|---|---|---|
 Envestnet Asset Management Inc. | 167,117 | $6,088 | 12/31/2023 |
| DSEP | 167,117 | $6,088 | 12/31/2023 |
| AE Wealth Management LLC | 141,730 | $5,243 | 12/31/2023 |
| DSEP | 141,730 | $5,243 | 12/31/2023 |
| Kestra Advisory Services LLC | 126,106 | $4,594 | 12/31/2023 |
| DSEP | 126,106 | $4,594 | 12/31/2023 |
| Advisor Group Holdings Inc. | 111,434 | $4,060 | 12/31/2023 |
| DSEP | 111,434 | $4,060 | 12/31/2023 |
| CWM LLC | 85,716 | $3,273 | 03/31/2024 |
| DSEP | 85,716 | $3,273 | 03/31/2024 |
| Truist Financial Corp | 78,971 | $2,877 | 12/31/2023 |
| DSEP | 78,971 | $2,877 | 12/31/2023 |
| Ogorek Anthony Joseph NY ADV | 67,722 | $2,585 | 03/31/2024 |
| DSEP | 67,722 | $2,585 | 03/31/2024 |
| Commonwealth Equity Services LLC | 67,330 | $2,571 | 03/31/2024 |
| DSEP | 67,330 | $2,571 | 03/31/2024 |
| Cetera Advisor Networks LLC | 49,967 | $1,820 | 12/31/2023 |
| DSEP | 49,967 | $1,820 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 42,620 | $1,627 | 03/31/2024 |
| DSEP | 42,620 | $1,627 | 03/31/2024 |
| Ignite Planners LLC | 39,816 | $1,519 | 03/31/2024 |
| DSEP | 39,816 | $1,519 | 03/31/2024 |
| LPL Financial LLC | 34,541 | $1,258 | 12/31/2023 |
| DSEP | 34,541 | $1,258 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 34,404 | $1,253 | 12/31/2023 |
| DSEP | 34,404 | $1,253 | 12/31/2023 |
| Mutual Advisors LLC | 32,258 | $1,232 | 03/31/2024 |
| DSEP | 32,258 | $1,232 | 03/31/2024 |
| Prosperity Consulting Group LLC | 31,906 | $1,218 | 03/31/2024 |
| DSEP | 31,906 | $1,218 | 03/31/2024 |
| Signal Advisors Wealth LLC | 31,064 | $1,186 | 03/31/2024 |
| DSEP | 31,064 | $1,186 | 03/31/2024 |
| Harbour Investments Inc. | 32,496 | $1,184 | 12/31/2023 |
| DSEP | 32,496 | $1,184 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 28,296 | $1,080 | 03/31/2024 |
| DSEP | 28,296 | $1,080 | 03/31/2024 |
| Raymond James & Associates | 25,888 | $989 | 03/31/2024 |
| DSEP | 25,888 | $989 | 03/31/2024 |
| Prospera Financial Services Inc | 25,983 | $947 | 12/31/2023 |
| DSEP | 25,983 | $947 | 12/31/2023 |
| Susquehanna International Group LLP | 25,210 | $918 | 12/31/2023 |
| DSEP | 25,210 | $918 | 12/31/2023 |
| Integrity Financial Corp WA | 23,541 | $899 | 03/31/2024 |
| DSEP | 23,541 | $899 | 03/31/2024 |
| OLD Mission Capital LLC | 24,347 | $887 | 12/31/2023 |
| DSEP | 24,347 | $887 | 12/31/2023 |
| Onyx Bridge Wealth Group LLC | 20,486 | $778 | 03/31/2024 |
| DSEP | 20,486 | $778 | 03/31/2024 |
| FSB Premier Wealth Management Inc. | 19,495 | $710 | 12/31/2023 |
| DSEP | 19,495 | $710 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 17,208 | $657 | 03/31/2024 |
| DSEP | 17,208 | $657 | 03/31/2024 |
| McKinley Carter Wealth Services Inc. | 16,934 | $647 | 03/31/2024 |
| DSEP | 16,934 | $647 | 03/31/2024 |
| Apollon Wealth Management LLC | 16,500 | $630 | 03/31/2024 |
| DSEP | 16,500 | $630 | 03/31/2024 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,601 | $596 | 03/31/2024 |
| DSEP | 15,601 | $596 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 13,339 | $509 | 03/31/2024 |
| DSEP | 13,339 | $509 | 03/31/2024 |
| StoneX Group Inc. | 13,124 | $501 | 03/31/2024 |
| DSEP | 13,124 | $501 | 03/31/2024 |
| Sloy Dahl & Holst LLC | 12,805 | $489 | 03/31/2024 |
| DSEP | 12,805 | $489 | 03/31/2024 |
| Spire Wealth Management | 12,069 | $461 | 03/31/2024 |
| DSEP | 12,069 | $461 | 03/31/2024 |
| Schulz Wealth LTD. | 11,483 | $438 | 03/31/2024 |
| DSEP | 11,483 | $438 | 03/31/2024 |
| FinTrust Capital Advisors LLC | 10,975 | $419 | 03/31/2024 |
| DSEP | 10,975 | $419 | 03/31/2024 |
| Financial Guidance Group Inc. | 9,900 | $378 | 03/31/2024 |
| DSEP | 9,900 | $378 | 03/31/2024 |
| HBW Advisory Services LLC | 10,265 | $374 | 03/31/2024 |
| DSEP | 10,265 | $374 | 03/31/2024 |
| Townsquare Capital LLC | 9,915 | $361 | 12/31/2023 |
| DSEP | 9,915 | $361 | 12/31/2023 |
| Cetera Advisors LLC | 9,442 | $344 | 12/31/2023 |
| DSEP | 9,442 | $344 | 12/31/2023 |
| MML Investors Services LLC | 9,028 | $329 | 12/31/2023 |
| DSEP | 9,028 | $329 | 12/31/2023 |
| Wealth Group Ltd | 8,640 | $322 | 12/31/2023 |
| DSEP | 8,640 | $322 | 12/31/2023 |
| Arbor Capital Management Inc. ADV | 8,822 | $319 | 12/31/2023 |
| DSEP | 8,822 | $319 | 12/31/2023 |
| Beacon Financial Group | 7,011 | $268 | 03/31/2024 |
| DSEP | 7,011 | $268 | 03/31/2024 |
| HighTower Advisors LLC | 6,855 | $261 | 03/31/2024 |
| DSEP | 6,855 | $261 | 03/31/2024 |
| Advance Capital Management Inc. | 6,831 | $261 | 03/31/2024 |
| DSEP | 6,831 | $261 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 5,925 | $226 | 03/31/2024 |
| DSEP | 5,925 | $226 | 03/31/2024 |
| Mariner LLC | 5,975 | $218 | 12/31/2023 |
| DSEP | 5,975 | $218 | 12/31/2023 |
| GWM Advisors LLC | 5,585 | $203 | 12/31/2023 |
| DSEP | 5,585 | $203 | 12/31/2023 |
| Avantax Advisory Services Inc. | 5,499 | $200 | 12/31/2023 |
| DSEP | 5,499 | $200 | 12/31/2023 |
| Sunbelt Securities Inc. | 3,682 | $141 | 03/31/2024 |
| DSEP | 3,682 | $141 | 03/31/2024 |
See All: Funds Holding DSEP
See Details: Top 10 Hedge Funds Holding DSEP
Also See: DSEP Holdings Changes
 Free DSEP Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
