HoldingsChannel.com
There is a long list of 172 institutional holders of DTD 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 DTD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DTD table below, the initial column indicates the name of each top institutional holder of DTD, with a link to that fund's top holdings. The next columns indicate the amount of DTD stock held by each of the institutional holders of DTD, followed by the DTD 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 |
|---|---|---|---|
 Bank of America Corp DE | 2,045,553 | $133,738 | 12/31/2023 |
| DTD | 2,045,553 | $133,738 | 12/31/2023 |
| Morgan Stanley | 1,044,024 | $68,258 | 12/31/2023 |
| DTD | 1,044,024 | $68,258 | 12/31/2023 |
| LPL Financial LLC | 568,624 | $37,177 | 12/31/2023 |
| DTD | 568,624 | $37,177 | 12/31/2023 |
| Wells Fargo & Company MN | 375,880 | $24,575 | 12/31/2023 |
| DTD | 375,880 | $24,575 | 12/31/2023 |
| 626 Financial LLC | 297,206 | $21,018 | 03/31/2024 |
| DTD | 297,206 | $21,018 | 03/31/2024 |
| Pinnacle Financial Group LLC IL | 293,385 | $19,182 | 12/31/2023 |
| DTD | 293,385 | $19,182 | 12/31/2023 |
| Connecticut Wealth Management LLC | 278,597 | $18,215 | 12/31/2023 |
| DTD | 278,597 | $18,215 | 12/31/2023 |
| HighTower Advisors LLC | 222,796 | $14,562 | 12/31/2023 |
| DTD | 222,796 | $14,562 | 12/31/2023 |
| Cetera Advisor Networks LLC | 204,979 | $13,402 | 12/31/2023 |
| DTD | 204,979 | $13,402 | 12/31/2023 |
| Vertex Planning Partners LLC | 198,668 | $12,989 | 12/31/2023 |
| DTD | 198,668 | $12,989 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 151,480 | $10,713 | 03/31/2024 |
| DTD | 151,480 | $10,713 | 03/31/2024 |
| Ameriprise Financial Inc. | 163,058 | $10,661 | 12/31/2023 |
| DTD | 163,058 | $10,661 | 12/31/2023 |
| Melone Private Wealth LLC | 116,294 | $7,603 | 12/31/2023 |
| DTD | 116,294 | $7,603 | 12/31/2023 |
| Kestra Advisory Services LLC | 105,898 | $6,924 | 12/31/2023 |
| DTD | 105,898 | $6,924 | 12/31/2023 |
| UBS Group AG | 104,811 | $6,853 | 12/31/2023 |
| DTD | 104,811 | $6,853 | 12/31/2023 |
| FFG Retirement Advisors LLC | 84,812 | $5,545 | 12/31/2023 |
| DTD | 84,812 | $5,545 | 12/31/2023 |
| JPMorgan Chase & Co. | 81,200 | $5,309 | 12/31/2023 |
| DTD | 81,200 | $5,309 | 12/31/2023 |
| Envestnet Asset Management Inc. | 64,749 | $4,233 | 12/31/2023 |
| DTD | 64,749 | $4,233 | 12/31/2023 |
| Mariner LLC | 64,175 | $4,196 | 12/31/2023 |
| DTD | 64,175 | $4,196 | 12/31/2023 |
| Royal Bank of Canada | 60,412 | $3,950 | 12/31/2023 |
| DTD | 60,412 | $3,950 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 54,679 | $3,867 | 03/31/2024 |
| DTD | 54,679 | $3,867 | 03/31/2024 |
| Pathstone Holdings LLC | 54,479 | $3,562 | 12/31/2023 |
| DTD | 54,479 | $3,562 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 48,036 | $3,141 | 12/31/2023 |
| DTD | 48,036 | $3,141 | 12/31/2023 |
| Goldman Sachs Group Inc. | 45,250 | $2,958 | 12/31/2023 |
| DTD | 45,250 | $2,958 | 12/31/2023 |
| CI Private Wealth LLC | 45,169 | $2,953 | 12/31/2023 |
| DTD | 45,169 | $2,953 | 12/31/2023 |
| Commonwealth Equity Services LLC | 43,769 | $2,862 | 12/31/2023 |
| DTD | 43,769 | $2,862 | 12/31/2023 |
| Advisor Group Holdings Inc. | 43,299 | $2,831 | 12/31/2023 |
| DTD | 43,299 | $2,831 | 12/31/2023 |
| Brookstone Capital Management | 37,229 | $2,633 | 03/31/2024 |
| DTD | 37,229 | $2,633 | 03/31/2024 |
| Avantax Advisory Services Inc. | 38,677 | $2,529 | 12/31/2023 |
| DTD | 38,677 | $2,529 | 12/31/2023 |
| Capital Advisory Group Advisory Services LLC | 34,231 | $2,421 | 03/31/2024 |
| DTD | 34,231 | $2,421 | 03/31/2024 |
| Creative Planning | 36,286 | $2,372 | 12/31/2023 |
| DTD | 36,286 | $2,372 | 12/31/2023 |
| Certified Advisory Corp | 35,053 | $2,292 | 12/31/2023 |
| DTD | 35,053 | $2,292 | 12/31/2023 |
| Arvest Investments Inc. | 31,597 | $2,235 | 03/31/2024 |
| DTD | 31,597 | $2,235 | 03/31/2024 |
| My Legacy Advisors LLC | 34,038 | $2,221 | 12/31/2023 |
| DTD | 34,038 | $2,221 | 12/31/2023 |
| Arvest Trust Co. N A | 33,954 | $2,220 | 12/31/2023 |
| DTD | 33,954 | $2,220 | 12/31/2023 |
| Susquehanna International Group LLP | 31,711 | $2,073 | 12/31/2023 |
| DTD | 31,711 | $2,073 | 12/31/2023 |
| True Wealth Design LLC | 31,014 | $2,028 | 12/31/2023 |
| DTD | 31,014 | $2,028 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 29,848 | $1,952 | 12/31/2023 |
| DTD | 29,848 | $1,952 | 12/31/2023 |
| Lcnb Corp | 26,246 | $1,716 | 12/31/2023 |
| DTD | 26,246 | $1,716 | 12/31/2023 |
| Atria Investments LLC | 25,801 | $1,687 | 12/31/2023 |
| DTD | 25,801 | $1,687 | 12/31/2023 |
| Wade G W & Inc. | 25,343 | $1,657 | 12/31/2023 |
| DTD | 25,343 | $1,657 | 12/31/2023 |
| MGO Private Wealth LLC | 20,292 | $1,435 | 03/31/2024 |
| DTD | 20,292 | $1,435 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 19,938 | $1,410 | 03/31/2024 |
| DTD | 19,938 | $1,410 | 03/31/2024 |
| Sharper & Granite LLC | 20,205 | $1,407 | 03/31/2024 |
| DTD | 20,205 | $1,407 | 03/31/2024 |
| KLR Investment Advisors LLC | 20,528 | $1,399 | 03/31/2024 |
| DTD | 20,528 | $1,399 | 03/31/2024 |
| Private Advisor Group LLC | 21,129 | $1,381 | 12/31/2023 |
| DTD | 21,129 | $1,381 | 12/31/2023 |
| Raymond James & Associates | 19,350 | $1,368 | 03/31/2024 |
| DTD | 19,350 | $1,368 | 03/31/2024 |
| Clearwater Capital Advisors LLC | 20,474 | $1,339 | 12/31/2023 |
| DTD | 20,474 | $1,339 | 12/31/2023 |
| Cherrydale Wealth Management LLC | 18,150 | $1,284 | 03/31/2024 |
| DTD | 18,150 | $1,284 | 03/31/2024 |
| Sonata Capital Group Inc. | 19,308 | $1,262 | 12/31/2023 |
| DTD | 19,308 | $1,262 | 12/31/2023 |
See All: Funds Holding DTD
See Details: Top 10 Hedge Funds Holding DTD
Also See: DTD Holdings Changes
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