HoldingsChannel.com
There is a long list of 124 institutional holders of DWM 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 DWM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DWM table below, the initial column indicates the name of each top institutional holder of DWM, with a link to that fund's top holdings. The next columns indicate the amount of DWM stock held by each of the institutional holders of DWM, followed by the DWM 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 |
|---|---|---|---|
 Morgan Stanley | 1,058,222 | $55,567 | 12/31/2023 |
| DWM | 1,058,222 | $55,567 | 12/31/2023 |
| LPL Financial LLC | 787,738 | $41,364 | 12/31/2023 |
| DWM | 787,738 | $41,364 | 12/31/2023 |
| Shakespeare Wealth Management Inc. | 425,102 | $22,322 | 12/31/2023 |
| DWM | 425,102 | $22,322 | 12/31/2023 |
| M Holdings Securities Inc. | 401,747 | $21,096 | 12/31/2023 |
| DWM | 401,747 | $21,096 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 384,947 | $21,095 | 03/31/2024 |
| DWM | 384,947 | $21,095 | 03/31/2024 |
| Legacy Financial Advisors Inc. | 366,592 | $19,250 | 12/31/2023 |
| DWM | 366,592 | $19,250 | 12/31/2023 |
| Bank of America Corp DE | 315,024 | $16,542 | 12/31/2023 |
| DWM | 315,024 | $16,542 | 12/31/2023 |
| Wells Fargo & Company MN | 274,728 | $14,426 | 12/31/2023 |
| DWM | 274,728 | $14,426 | 12/31/2023 |
| UBS Group AG | 240,819 | $12,645 | 12/31/2023 |
| DWM | 240,819 | $12,645 | 12/31/2023 |
| Moller Financial Services | 121,216 | $6,643 | 03/31/2024 |
| DWM | 121,216 | $6,643 | 03/31/2024 |
| Valmark Advisers Inc. | 122,931 | $6,455 | 12/31/2023 |
| DWM | 122,931 | $6,455 | 12/31/2023 |
| DB Wealth Management Group LLC | 92,035 | $4,833 | 12/31/2023 |
| DWM | 92,035 | $4,833 | 12/31/2023 |
| Mission Wealth Management LP | 91,884 | $4,825 | 12/31/2023 |
| DWM | 91,884 | $4,825 | 12/31/2023 |
| Citadel Advisors LLC | 88,607 | $4,653 | 12/31/2023 |
| DWM | 88,607 | $4,653 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 85,194 | $4,474 | 12/31/2023 |
| DWM | 85,194 | $4,474 | 12/31/2023 |
| Envestnet Asset Management Inc. | 84,219 | $4,422 | 12/31/2023 |
| DWM | 84,219 | $4,422 | 12/31/2023 |
| JFS Wealth Advisors LLC | 82,283 | $4,321 | 12/31/2023 |
| DWM | 82,283 | $4,321 | 12/31/2023 |
| HBK Sorce Advisory LLC | 80,137 | $4,208 | 12/31/2023 |
| DWM | 80,137 | $4,208 | 12/31/2023 |
| Tobias Financial Advisors Inc. | 74,210 | $3,897 | 12/31/2023 |
| DWM | 74,210 | $3,897 | 12/31/2023 |
| Advisor Group Holdings Inc. | 73,665 | $3,868 | 12/31/2023 |
| DWM | 73,665 | $3,868 | 12/31/2023 |
| Raymond James & Associates | 60,300 | $3,166 | 12/31/2023 |
| DWM | 60,300 | $3,166 | 12/31/2023 |
| AE Wealth Management LLC | 59,269 | $3,087 | 12/31/2023 |
| DWM | 59,269 | $3,087 | 12/31/2023 |
| Thrive Capital Management LLC | 58,521 | $3,073 | 12/31/2023 |
| DWM | 58,521 | $3,073 | 12/31/2023 |
| Sei Investments Co. | 53,136 | $2,790 | 12/31/2023 |
| DWM | 53,136 | $2,790 | 12/31/2023 |
| National Asset Management Inc. | 51,483 | $2,703 | 12/31/2023 |
| DWM | 51,483 | $2,703 | 12/31/2023 |
| OLD Mission Capital LLC | 48,118 | $2,527 | 12/31/2023 |
| DWM | 48,118 | $2,527 | 12/31/2023 |
| Smallwood Wealth Investment Management LLC | 46,931 | $2,464 | 12/31/2023 |
| DWM | 46,931 | $2,464 | 12/31/2023 |
| NewSquare Capital LLC | 43,930 | $2,307 | 12/31/2023 |
| DWM | 43,930 | $2,307 | 12/31/2023 |
| CIBC World Markets Inc. | 43,280 | $2,273 | 12/31/2023 |
| DWM | 43,280 | $2,273 | 12/31/2023 |
| Susquehanna International Group LLP | 39,701 | $2,085 | 12/31/2023 |
| DWM | 39,701 | $2,085 | 12/31/2023 |
| Pinnacle Wealth Planning Services Inc. | 37,922 | $1,991 | 12/31/2023 |
| DWM | 37,922 | $1,991 | 12/31/2023 |
| Key Financial Inc | 35,382 | $1,858 | 12/31/2023 |
| DWM | 35,382 | $1,858 | 12/31/2023 |
| Janney Montgomery Scott LLC | 30,173 | $1,584 | 12/31/2023 |
| DWM | 30,173 | $1,584 | 12/31/2023 |
| Jane Street Group LLC | 29,013 | $1,523 | 12/31/2023 |
| DWM | 29,013 | $1,523 | 12/31/2023 |
| Creative Planning | 28,711 | $1,508 | 12/31/2023 |
| DWM | 28,711 | $1,508 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 27,017 | $1,481 | 03/31/2024 |
| DWM | 27,017 | $1,481 | 03/31/2024 |
| Courier Capital LLC | 26,816 | $1,470 | 03/31/2024 |
| DWM | 26,816 | $1,470 | 03/31/2024 |
| Royal Bank of Canada | 27,851 | $1,462 | 12/31/2023 |
| DWM | 27,851 | $1,462 | 12/31/2023 |
| Merit Financial Group LLC | 26,718 | $1,403 | 12/31/2023 |
| DWM | 26,718 | $1,403 | 12/31/2023 |
| Plimoth Trust Co. LLC | 25,304 | $1,387 | 03/31/2024 |
| DWM | 25,304 | $1,387 | 03/31/2024 |
| Advisor OS LLC | 25,337 | $1,330 | 12/31/2023 |
| DWM | 25,337 | $1,330 | 12/31/2023 |
| HighTower Advisors LLC | 24,212 | $1,269 | 12/31/2023 |
| DWM | 24,212 | $1,269 | 12/31/2023 |
| Perennial Investment Advisors LLC | 23,706 | $1,245 | 12/31/2023 |
| DWM | 23,706 | $1,245 | 12/31/2023 |
| Comerica Bank | 23,443 | $1,231 | 12/31/2023 |
| DWM | 23,443 | $1,231 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 21,103 | $1,108 | 12/31/2023 |
| DWM | 21,103 | $1,108 | 12/31/2023 |
| JPMorgan Chase & Co. | 20,810 | $1,093 | 12/31/2023 |
| DWM | 20,810 | $1,093 | 12/31/2023 |
| Cetera Investment Advisers | 20,177 | $1,059 | 12/31/2023 |
| DWM | 20,177 | $1,059 | 12/31/2023 |
| ProVise Management Group LLC | 20,118 | $1,056 | 12/31/2023 |
| DWM | 20,118 | $1,056 | 12/31/2023 |
| Beacon Financial Group | 20,017 | $1,051 | 12/31/2023 |
| DWM | 20,017 | $1,051 | 12/31/2023 |
| Flow Traders U.S. LLC | 20,005 | $1,050 | 12/31/2023 |
| DWM | 20,005 | $1,050 | 12/31/2023 |
See All: Funds Holding DWM
See Details: Top 10 Hedge Funds Holding DWM
Also See: DWM Holdings Changes
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