Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Honkamp Krueger Financial Services Inc. | 1,194,798 | $35,509 | 03/31/2024 |
IDOG | 1,194,798 | $35,509 | 03/31/2024 |
Bank of America Corp DE | 703,760 | $21,022 | 12/31/2023 |
IDOG | 703,760 | $21,022 | 12/31/2023 |
Morgan Stanley | 685,577 | $20,479 | 12/31/2023 |
IDOG | 685,577 | $20,479 | 12/31/2023 |
Avantax Advisory Services Inc. | 480,751 | $14,361 | 12/31/2023 |
IDOG | 480,751 | $14,361 | 12/31/2023 |
Del Sette Capital Management LLC | 413,278 | $12,283 | 03/31/2024 |
IDOG | 413,278 | $12,283 | 03/31/2024 |
UBS Group AG | 240,536 | $7,185 | 12/31/2023 |
IDOG | 240,536 | $7,185 | 12/31/2023 |
Wells Fargo & Company MN | 214,444 | $6,406 | 12/31/2023 |
IDOG | 214,444 | $6,406 | 12/31/2023 |
Commonwealth Equity Services LLC | 161,067 | $4,787 | 03/31/2024 |
IDOG | 161,067 | $4,787 | 03/31/2024 |
ForthRight Wealth Management LLC | 125,873 | $3,741 | 03/31/2024 |
IDOG | 125,873 | $3,741 | 03/31/2024 |
Envestnet Asset Management Inc. | 116,203 | $3,471 | 12/31/2023 |
IDOG | 116,203 | $3,471 | 12/31/2023 |
First Horizon Advisors Inc. | 115,862 | $3,443 | 03/31/2024 |
IDOG | 115,862 | $3,443 | 03/31/2024 |
Genesee Capital Advisors LLC | 95,330 | $2,833 | 03/31/2024 |
IDOG | 95,330 | $2,833 | 03/31/2024 |
Royal Bank of Canada | 71,026 | $2,122 | 12/31/2023 |
IDOG | 71,026 | $2,122 | 12/31/2023 |
Cahill Financial Advisors Inc. | 62,895 | $1,879 | 12/31/2023 |
IDOG | 62,895 | $1,879 | 12/31/2023 |
LPL Financial LLC | 55,501 | $1,658 | 12/31/2023 |
IDOG | 55,501 | $1,658 | 12/31/2023 |
Citadel Advisors LLC | 55,477 | $1,657 | 12/31/2023 |
IDOG | 55,477 | $1,657 | 12/31/2023 |
Kestra Private Wealth Services LLC | 49,822 | $1,481 | 03/31/2024 |
IDOG | 49,822 | $1,481 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 27,776 | $826 | 03/31/2024 |
IDOG | 27,776 | $826 | 03/31/2024 |
Mariner LLC | 26,322 | $786 | 12/31/2023 |
IDOG | 26,322 | $786 | 12/31/2023 |
Fermata Advisors LLC | 25,818 | $767 | 03/31/2024 |
IDOG | 25,818 | $767 | 03/31/2024 |
Wambolt & Associates LLC | 22,854 | $677 | 03/31/2024 |
IDOG | 22,854 | $677 | 03/31/2024 |
Integrated Wealth Concepts LLC | 22,273 | $665 | 12/31/2023 |
IDOG | 22,273 | $665 | 12/31/2023 |
Raymond James & Associates | 20,233 | $601 | 03/31/2024 |
IDOG | 20,233 | $601 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 18,925 | $562 | 03/31/2024 |
IDOG | 18,925 | $562 | 03/31/2024 |
Ameriprise Financial Inc. | 18,257 | $538 | 12/31/2023 |
IDOG | 18,257 | $538 | 12/31/2023 |
Janney Montgomery Scott LLC | 15,065 | $448 | 03/31/2024 |
IDOG | 15,065 | $448 | 03/31/2024 |
Advisor Group Holdings Inc. | 14,179 | $424 | 12/31/2023 |
IDOG | 14,179 | $424 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 8,858 | $263 | 03/31/2024 |
IDOG | 8,858 | $263 | 03/31/2024 |
Scissortail Wealth Management LLC | 8,608 | $254 | 12/31/2023 |
IDOG | 8,608 | $254 | 12/31/2023 |
Dana Investment Advisors Inc. | 8,335 | $249 | 12/31/2023 |
IDOG | 8,335 | $249 | 12/31/2023 |
Creative Planning | 7,781 | $232 | 12/31/2023 |
IDOG | 7,781 | $232 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,960 | $207 | 03/31/2024 |
IDOG | 6,960 | $207 | 03/31/2024 |
CWM LLC | 2,356 | $70 | 03/31/2024 |
IDOG | 2,356 | $70 | 03/31/2024 |
The PNC Financial Services Group Inc. | 2,014 | $60 | 12/31/2023 |
IDOG | 2,014 | $60 | 12/31/2023 |
NBC Securities Inc. | 1,578 | $46 | 03/31/2024 |
IDOG | 1,578 | $46 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 1,464 | $44 | 12/31/2023 |
IDOG | 1,464 | $44 | 12/31/2023 |
Private Trust Co. NA | 1,157 | $34 | 03/31/2024 |
IDOG | 1,157 | $34 | 03/31/2024 |
Salomon & Ludwin LLC | 705 | $21 | 03/31/2024 |
IDOG | 705 | $21 | 03/31/2024 |
Comerica Bank | 560 | $17 | 12/31/2023 |
IDOG | 560 | $17 | 12/31/2023 |
Private Ocean LLC | 425 | $13 | 03/31/2024 |
IDOG | 425 | $13 | 03/31/2024 |
Tradition Wealth Management LLC | 296 | $9 | 12/31/2023 |
IDOG | 296 | $9 | 12/31/2023 |
Geneos Wealth Management Inc. | 286 | $8 | 03/31/2024 |
IDOG | 286 | $8 | 03/31/2024 |
Harbour Investments Inc. | 202 | $6 | 12/31/2023 |
IDOG | 202 | $6 | 12/31/2023 |
Advisory Services Network LLC | 80 | $2 | 12/31/2023 |
IDOG | 80 | $2 | 12/31/2023 |
AdvisorNet Financial Inc | 48 | $1 | 03/31/2024 |
IDOG | 48 | $1 | 03/31/2024 |
See All: Funds Holding IDOG
See Details: Top 10 Hedge Funds Holding IDOG
Also See: IDOG Holdings Changes
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