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Funds Holding DFNV

On this page, we present all of the funds holding DFNV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFNV, with a link to that fund's top holdings. The next columns indicate the amount of DFNV stock held by each of the funds holding DFNV, followed by the DFNV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 19 funds holding DFNV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding DFNV), click the fund name in the "Holder" column of the funds-holding-DFNV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.834,473$23,185 12/31/2023
     DFNV834,473$23,185 12/31/2023
Raymond James Financial Services Advisors Inc.251,469$7,665 03/31/2024
     DFNV251,469$7,665 03/31/2024
MML Investors Services LLC271,589$7,546 12/31/2023
     DFNV271,589$7,546 12/31/2023
Donoghue Forlines LLC175,768$4,883 12/31/2023
     DFNV175,768$4,883 12/31/2023
Proequities Inc.159,400$4,429 12/31/2023
     DFNV159,400$4,429 12/31/2023
LPL Financial LLC35,685$991 12/31/2023
     DFNV35,685$991 12/31/2023
Envestnet Portfolio Solutions Inc.28,951$804 12/31/2023
     DFNV28,951$804 12/31/2023
Geneos Wealth Management Inc.24,348$676 12/31/2023
     DFNV24,348$676 12/31/2023
GTS Securities LLC20,569$571 12/31/2023
     DFNV20,569$571 12/31/2023
Atria Wealth Solutions Inc.20,011$558 12/31/2023
     DFNV20,011$558 12/31/2023
Wellington Wealth Strategies LLC.19,648$546 12/31/2023
     DFNV19,648$546 12/31/2023
Tradition Wealth Management LLC17,016$473 12/31/2023
     DFNV17,016$473 12/31/2023
Global Retirement Partners LLC10,896$332 03/31/2024
     DFNV10,896$332 03/31/2024
Kestra Advisory Services LLC10,589$294 12/31/2023
     DFNV10,589$294 12/31/2023
Susquehanna International Group LLP9,930$276 12/31/2023
     DFNV9,930$276 12/31/2023
Advisor Group Holdings Inc.5,625$156 12/31/2023
     DFNV5,625$156 12/31/2023
First Horizon Advisors Inc.2,163$66 03/31/2024
     DFNV2,163$66 03/31/2024
UBS Group AG1,384$38 12/31/2023
     DFNV1,384$38 12/31/2023
NBC Securities Inc.0$0 03/31/2024
     DFNV0$0 03/31/2024
Morgan Stanley1$0 12/31/2023
     DFNV1$0 12/31/2023

See Summary: Institutional Holders of DFNV
See Details: Top 10 Hedge Funds Holding DFNV
Also See: DFNV Holdings Changes

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