Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 873,345 | $46,217 | 12/31/2023 |
FDMO | 873,345 | $46,217 | 12/31/2023 |
Great Lakes Retirement Inc. | 243,175 | $12,869 | 12/31/2023 |
FDMO | 243,175 | $12,869 | 12/31/2023 |
Advisor Group Holdings Inc. | 140,598 | $7,441 | 12/31/2023 |
FDMO | 140,598 | $7,441 | 12/31/2023 |
Cerity Partners LLC | 83,559 | $4,422 | 12/31/2023 |
FDMO | 83,559 | $4,422 | 12/31/2023 |
AE Wealth Management LLC | 62,762 | $3,439 | 12/31/2023 |
FDMO | 62,762 | $3,439 | 12/31/2023 |
FMR LLC | 61,409 | $3,250 | 12/31/2023 |
FDMO | 61,409 | $3,250 | 12/31/2023 |
Cetera Investment Advisers | 59,321 | $3,139 | 12/31/2023 |
FDMO | 59,321 | $3,139 | 12/31/2023 |
Commonwealth Equity Services LLC | 32,861 | $1,739 | 12/31/2023 |
FDMO | 32,861 | $1,739 | 12/31/2023 |
Morgan Stanley | 30,653 | $1,622 | 12/31/2023 |
FDMO | 30,653 | $1,622 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 26,487 | $1,599 | 03/31/2024 |
FDMO | 26,487 | $1,599 | 03/31/2024 |
Bryant Woods Investment Advisors LLC | 25,745 | $1,362 | 12/31/2023 |
FDMO | 25,745 | $1,362 | 12/31/2023 |
Kestra Advisory Services LLC | 25,719 | $1,361 | 12/31/2023 |
FDMO | 25,719 | $1,361 | 12/31/2023 |
Raymond James & Associates | 22,521 | $1,359 | 03/31/2024 |
FDMO | 22,521 | $1,359 | 03/31/2024 |
Rehmann Capital Advisory Group | 23,656 | $1,252 | 12/31/2023 |
FDMO | 23,656 | $1,252 | 12/31/2023 |
GWM Advisors LLC | 21,759 | $1,185 | 12/31/2023 |
FDMO | 21,759 | $1,185 | 12/31/2023 |
LPL Financial LLC | 20,785 | $1,100 | 12/31/2023 |
FDMO | 20,785 | $1,100 | 12/31/2023 |
Goldman Sachs Group Inc. | 18,356 | $971 | 12/31/2023 |
FDMO | 18,356 | $971 | 12/31/2023 |
Prudential PLC | 18,035 | $954 | 12/31/2023 |
FDMO | 18,035 | $954 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 13,047 | $787 | 03/31/2024 |
FDMO | 13,047 | $787 | 03/31/2024 |
Rockefeller Capital Management L.P. | 12,325 | $652 | 12/31/2023 |
FDMO | 12,325 | $652 | 12/31/2023 |
JPMorgan Chase & Co. | 12,188 | $645 | 12/31/2023 |
FDMO | 12,188 | $645 | 12/31/2023 |
Sax Wealth Advisors LLC | 11,245 | $595 | 12/31/2023 |
FDMO | 11,245 | $595 | 12/31/2023 |
Cetera Advisor Networks LLC | 10,866 | $575 | 12/31/2023 |
FDMO | 10,866 | $575 | 12/31/2023 |
Hoxton Planning & Management LLC | 8,335 | $503 | 03/31/2024 |
FDMO | 8,335 | $503 | 03/31/2024 |
Trilogy Capital Inc. | 8,146 | $492 | 03/31/2024 |
FDMO | 8,146 | $492 | 03/31/2024 |
Inscription Capital LLC | 6,610 | $394 | 03/31/2024 |
FDMO | 6,610 | $394 | 03/31/2024 |
Bank of America Corp DE | 5,461 | $289 | 12/31/2023 |
FDMO | 5,461 | $289 | 12/31/2023 |
Darwin Advisors LLC | 5,416 | $287 | 12/31/2023 |
FDMO | 5,416 | $287 | 12/31/2023 |
Fiduciary Trust Co. | 4,214 | $223 | 12/31/2023 |
FDMO | 4,214 | $223 | 12/31/2023 |
Stonehearth Capital Management LLC | 3,602 | $217 | 03/31/2024 |
FDMO | 3,602 | $217 | 03/31/2024 |
Sunbelt Securities Inc. | 3,512 | $212 | 03/31/2024 |
FDMO | 3,512 | $212 | 03/31/2024 |
Global Retirement Partners LLC | 268 | $16 | 03/31/2024 |
FDMO | 268 | $16 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 300 | $16 | 12/31/2023 |
FDMO | 300 | $16 | 12/31/2023 |
Advisory Services Network LLC | 167 | $9 | 12/31/2023 |
FDMO | 167 | $9 | 12/31/2023 |
Spire Wealth Management | 25 | $2 | 03/31/2024 |
FDMO | 25 | $2 | 03/31/2024 |
Royal Bank of Canada | 16 | $1 | 12/31/2023 |
FDMO | 16 | $1 | 12/31/2023 |
Tower Research Capital LLC TRC | 20 | $1 | 12/31/2023 |
FDMO | 20 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
FDMO | 0 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
FDMO | 0 | $0 | 12/31/2023 |
See All: Funds Holding FDMO
See Details: Top 10 Hedge Funds Holding FDMO
Also See: FDMO Holdings Changes
Free FDMO Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |