HoldingsChannel.com
There is a long list of 178 institutional holders of FDIS 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 FDIS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FDIS table below, the initial column indicates the name of each top institutional holder of FDIS, with a link to that fund's top holdings. The next columns indicate the amount of FDIS stock held by each of the institutional holders of FDIS, followed by the FDIS 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 |
|---|---|---|---|
 Charles Schwab Investment Management Inc. | 1,255,507 | $103,554 | 03/31/2024 |
| FDIS | 1,255,507 | $103,554 | 03/31/2024 |
| Lido Advisors LLC | 1,234,402 | $97,444 | 12/31/2023 |
| FDIS | 1,234,402 | $97,444 | 12/31/2023 |
| AE Wealth Management LLC | 226,178 | $17,314 | 12/31/2023 |
| FDIS | 226,178 | $17,314 | 12/31/2023 |
| Monumental Financial Group Inc. | 183,655 | $15,148 | 03/31/2024 |
| FDIS | 183,655 | $15,148 | 03/31/2024 |
| Commonwealth Equity Services LLC | 178,603 | $14,731 | 03/31/2024 |
| FDIS | 178,603 | $14,731 | 03/31/2024 |
| Vicus Capital | 177,280 | $14,622 | 03/31/2024 |
| FDIS | 177,280 | $14,622 | 03/31/2024 |
| Bank of America Corp DE | 155,933 | $12,309 | 12/31/2023 |
| FDIS | 155,933 | $12,309 | 12/31/2023 |
| JPMorgan Chase & Co. | 121,077 | $9,986 | 03/31/2024 |
| FDIS | 121,077 | $9,986 | 03/31/2024 |
| Morgan Stanley | 125,759 | $9,927 | 12/31/2023 |
| FDIS | 125,759 | $9,927 | 12/31/2023 |
| Envestnet Asset Management Inc. | 124,925 | $9,862 | 12/31/2023 |
| FDIS | 124,925 | $9,862 | 12/31/2023 |
| Advisor Group Holdings Inc. | 105,863 | $8,742 | 03/31/2024 |
| FDIS | 105,863 | $8,742 | 03/31/2024 |
| RWM Asset Management LLC | 105,986 | $8,742 | 03/31/2024 |
| FDIS | 105,986 | $8,742 | 03/31/2024 |
| Fisher Asset Management LLC | 98,927 | $8,160 | 03/31/2024 |
| FDIS | 98,927 | $8,160 | 03/31/2024 |
| AGF Management Ltd. | 93,285 | $7,364 | 12/31/2023 |
| FDIS | 93,285 | $7,364 | 12/31/2023 |
| Atlas Capital Advisors LLC | 84,566 | $6,975 | 03/31/2024 |
| FDIS | 84,566 | $6,975 | 03/31/2024 |
| HighTower Advisors LLC | 83,348 | $6,825 | 03/31/2024 |
| FDIS | 83,348 | $6,825 | 03/31/2024 |
| LPL Financial LLC | 71,192 | $5,872 | 03/31/2024 |
| FDIS | 71,192 | $5,872 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 57,133 | $4,712 | 03/31/2024 |
| FDIS | 57,133 | $4,712 | 03/31/2024 |
| Susquehanna International Group LLP | 55,146 | $4,548 | 03/31/2024 |
| FDIS | 55,146 | $4,548 | 03/31/2024 |
| Stifel Financial Corp | 57,214 | $4,516 | 12/31/2023 |
| FDIS | 57,214 | $4,516 | 12/31/2023 |
| Beaumont Capital Management LLC | 51,321 | $4,233 | 03/31/2024 |
| FDIS | 51,321 | $4,233 | 03/31/2024 |
| KCM Investment Advisors LLC | 50,677 | $4,180 | 03/31/2024 |
| FDIS | 50,677 | $4,180 | 03/31/2024 |
| Mariner LLC | 51,626 | $4,075 | 12/31/2023 |
| FDIS | 51,626 | $4,075 | 12/31/2023 |
| SFI Advisors LLC | 51,222 | $4,043 | 12/31/2023 |
| FDIS | 51,222 | $4,043 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 49,324 | $3,894 | 12/31/2023 |
| FDIS | 49,324 | $3,894 | 12/31/2023 |
| Brookstone Capital Management | 45,924 | $3,788 | 03/31/2024 |
| FDIS | 45,924 | $3,788 | 03/31/2024 |
| Lincoln National Corp | 42,348 | $3,493 | 03/31/2024 |
| FDIS | 42,348 | $3,493 | 03/31/2024 |
| Kestra Advisory Services LLC | 41,237 | $3,255 | 12/31/2023 |
| FDIS | 41,237 | $3,255 | 12/31/2023 |
| Advisory Services Network LLC | 37,463 | $3,090 | 03/31/2024 |
| FDIS | 37,463 | $3,090 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 34,757 | $2,867 | 03/31/2024 |
| FDIS | 34,757 | $2,867 | 03/31/2024 |
| Yoder Wealth Management Inc. | 34,743 | $2,866 | 03/31/2024 |
| FDIS | 34,743 | $2,866 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 34,503 | $2,724 | 12/31/2023 |
| FDIS | 34,503 | $2,724 | 12/31/2023 |
| Exchange Capital Management Inc. | 32,200 | $2,656 | 03/31/2024 |
| FDIS | 32,200 | $2,656 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 31,674 | $2,500 | 12/31/2023 |
| FDIS | 31,674 | $2,500 | 12/31/2023 |
| Maltin Wealth Management Inc. | 29,806 | $2,458 | 03/31/2024 |
| FDIS | 29,806 | $2,458 | 03/31/2024 |
| Penobscot Wealth Management | 29,345 | $2,420 | 03/31/2024 |
| FDIS | 29,345 | $2,420 | 03/31/2024 |
| Janney Montgomery Scott LLC | 26,207 | $2,162 | 03/31/2024 |
| FDIS | 26,207 | $2,162 | 03/31/2024 |
| FMR LLC | 26,256 | $2,073 | 12/31/2023 |
| FDIS | 26,256 | $2,073 | 12/31/2023 |
| Smith Salley & Associates | 24,249 | $2,000 | 03/31/2024 |
| FDIS | 24,249 | $2,000 | 03/31/2024 |
| Wells Fargo & Company MN | 23,663 | $1,952 | 03/31/2024 |
| FDIS | 23,663 | $1,952 | 03/31/2024 |
| CX Institutional | 23,095 | $1,905 | 03/31/2024 |
| FDIS | 23,095 | $1,905 | 03/31/2024 |
| EP Wealth Advisors LLC | 23,382 | $1,846 | 12/31/2023 |
| FDIS | 23,382 | $1,846 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 20,647 | $1,703 | 03/31/2024 |
| FDIS | 20,647 | $1,703 | 03/31/2024 |
| Marshall Wace LLP | 21,372 | $1,687 | 12/31/2023 |
| FDIS | 21,372 | $1,687 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 19,878 | $1,640 | 03/31/2024 |
| FDIS | 19,878 | $1,640 | 03/31/2024 |
| Raymond James & Associates | 19,413 | $1,601 | 03/31/2024 |
| FDIS | 19,413 | $1,601 | 03/31/2024 |
| UBS Group AG | 20,170 | $1,592 | 12/31/2023 |
| FDIS | 20,170 | $1,592 | 12/31/2023 |
| Cetera Advisor Networks LLC | 19,995 | $1,578 | 12/31/2023 |
| FDIS | 19,995 | $1,578 | 12/31/2023 |
| Ameriprise Financial Inc. | 17,854 | $1,409 | 12/31/2023 |
| FDIS | 17,854 | $1,409 | 12/31/2023 |
| Lynch & Associates IN | 16,936 | $1,397 | 03/31/2024 |
| FDIS | 16,936 | $1,397 | 03/31/2024 |
See All: Funds Holding FDIS
See Details: Top 10 Hedge Funds Holding FDIS
Also See: FDIS Holdings Changes
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