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On this page, we present all of the funds holding DISV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DISV, with a link to that fund's top holdings. The next columns
indicate the amount of DISV stock held by each of the funds holding DISV, followed by the DISV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 323 funds holding DISV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Colony Group LLC. For more details on the positions held by Colony Group LLC
(or by any of the other funds holding DISV), click the fund name in the "Holder" column of the funds-holding-DISV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Colony Group LLC | 13,693,393 | $398,752 | 03/31/2025 | | DISV | 13,693,393 | $398,752 | 03/31/2025 | | Merriman Wealth Management LLC | 8,865,282 | $235,551 | 12/31/2024 | | DISV | 8,865,282 | $235,551 | 12/31/2024 | | Forum Financial Management LP | 6,149,471 | $179,073 | 03/31/2025 | | DISV | 6,149,471 | $179,073 | 03/31/2025 | | Buckingham Strategic Partners | 2,331,774 | $67,901 | 03/31/2025 | | DISV | 2,331,774 | $67,901 | 03/31/2025 | | Ritholtz Wealth Management | 1,647,321 | $47,970 | 03/31/2025 | | DISV | 1,647,321 | $47,970 | 03/31/2025 | | Asset Dedication LLC | 1,294,201 | $37,687 | 03/31/2025 | | DISV | 1,294,201 | $37,687 | 03/31/2025 | | HighTower Advisors LLC | 1,237,300 | $36,030 | 03/31/2025 | | DISV | 1,237,300 | $36,030 | 03/31/2025 | | Abacus Wealth Partners LLC | 1,065,344 | $31,023 | 03/31/2025 | | DISV | 1,065,344 | $31,023 | 03/31/2025 | | CI Private Wealth LLC | 1,041,923 | $30,341 | 03/31/2025 | | DISV | 1,041,923 | $30,341 | 03/31/2025 | | Jackson Thornton Asset Management LLC | 1,018,611 | $29,743 | 03/31/2025 | | DISV | 1,018,611 | $29,743 | 03/31/2025 |  McMill Wealth Management | | $29,698 | 03/31/2025 | | US Marketwide Value ETF | 355,076 | $14,633 | 03/31/2025 | | US Small Cap | 244,361 | $14,601 | 03/31/2025 | | DISV | 15,942 | $464 | 03/31/2025 | | Cerity Partners LLC | 952,278 | $27,730 | 03/31/2025 | | DISV | 952,278 | $27,730 | 03/31/2025 | | Evanson Asset Management LLC | 947,654 | $27,596 | 03/31/2025 | | DISV | 947,654 | $27,596 | 03/31/2025 | | Planning Center Inc. | 862,785 | $25,124 | 03/31/2025 | | DISV | 862,785 | $25,124 | 03/31/2025 | | DiNuzzo Private Wealth Inc. | 760,430 | $22,144 | 03/31/2025 | | DISV | 760,430 | $22,144 | 03/31/2025 | | Monograph Wealth Advisors LLC | 760,027 | $22,132 | 03/31/2025 | | DISV | 760,027 | $22,132 | 03/31/2025 | | Bank of Montreal Can | 745,420 | $21,707 | 03/31/2025 | | DISV | 745,420 | $21,707 | 03/31/2025 | | Kovitz Investment Group Partners LLC | 702,368 | $20,453 | 03/31/2025 | | DISV | 702,368 | $20,453 | 03/31/2025 | | Citadel Advisors LLC | 659,056 | $19,192 | 03/31/2025 | | DISV | 659,056 | $19,192 | 03/31/2025 | | Great Oak Capital Partners LLC | 650,080 | $18,930 | 03/31/2025 | | DISV | 650,080 | $18,930 | 03/31/2025 | | Savant Capital LLC | 621,325 | $18,093 | 03/31/2025 | | DISV | 621,325 | $18,093 | 03/31/2025 | | Northern Trust Corp | 618,536 | $18,012 | 03/31/2025 | | DISV | 618,536 | $18,012 | 03/31/2025 | | Integris Wealth Management LLC | 606,383 | $17,658 | 03/31/2025 | | DISV | 606,383 | $17,658 | 03/31/2025 | | Creative Planning | 593,381 | $17,279 | 03/31/2025 | | DISV | 593,381 | $17,279 | 03/31/2025 | | Wealth Enhancement Advisory Services LLC | 589,099 | $17,155 | 03/31/2025 | | DISV | 589,099 | $17,155 | 03/31/2025 | | Exencial Wealth Advisors LLC | 562,350 | $16,376 | 03/31/2025 | | DISV | 562,350 | $16,376 | 03/31/2025 | | Quantum Financial Advisors LLC | 549,721 | $16,008 | 03/31/2025 | | DISV | 549,721 | $16,008 | 03/31/2025 | | Miramar Fiduciary Corp | 511,178 | $14,886 | 03/31/2025 | | DISV | 511,178 | $14,886 | 03/31/2025 | | Index Fund Advisors Inc. | 494,030 | $14,386 | 03/31/2025 | | DISV | 494,030 | $14,386 | 03/31/2025 | | MB Generational Wealth LLC | 473,731 | $13,795 | 03/31/2025 | | DISV | 473,731 | $13,795 | 03/31/2025 | | Rather & Kittrell Inc. | 468,376 | $13,639 | 03/31/2025 | | DISV | 468,376 | $13,639 | 03/31/2025 | | Equita Financial Network Inc. | 465,442 | $13,554 | 03/31/2025 | | DISV | 465,442 | $13,554 | 03/31/2025 | | LRI Investments LLC | 445,081 | $12,961 | 03/31/2025 | | DISV | 445,081 | $12,961 | 03/31/2025 | | Shakespeare Wealth Management Inc. | 442,519 | $12,886 | 03/31/2025 | | DISV | 442,519 | $12,886 | 03/31/2025 | | von Borstel & Associates Inc. | 441,353 | $12,852 | 03/31/2025 | | DISV | 441,353 | $12,852 | 03/31/2025 | | Keb Asset Management LLC | 431,837 | $12,575 | 03/31/2025 | | DISV | 431,837 | $12,575 | 03/31/2025 | | Baker Ellis Asset Management LLC | 421,136 | $12,263 | 03/31/2025 | | DISV | 421,136 | $12,263 | 03/31/2025 | | Envestnet Asset Management Inc. | 418,130 | $12,176 | 03/31/2025 | | DISV | 418,130 | $12,176 | 03/31/2025 | | Pathstone Holdings LLC | 412,166 | $12,002 | 03/31/2025 | | DISV | 412,166 | $12,002 | 03/31/2025 | | Callan Capital LLC | 399,461 | $11,632 | 03/31/2025 | | DISV | 399,461 | $11,632 | 03/31/2025 | | Bank of America Corp DE | 390,015 | $11,357 | 03/31/2025 | | DISV | 390,015 | $11,357 | 03/31/2025 | | Vestmark Advisory Solutions Inc. | 370,811 | $10,798 | 03/31/2025 | | DISV | 370,811 | $10,798 | 03/31/2025 | | Seaside Wealth Management Inc. | 364,665 | $10,619 | 03/31/2025 | | DISV | 364,665 | $10,619 | 03/31/2025 | | Sequoia Financial Advisors LLC | 345,927 | $10,073 | 03/31/2025 | | DISV | 345,927 | $10,073 | 03/31/2025 | | Hill Investment Group Partners LLC | 344,695 | $10,038 | 03/31/2025 | | DISV | 344,695 | $10,038 | 03/31/2025 | | Beacon Pointe Advisors LLC | 342,462 | $9,972 | 03/31/2025 | | DISV | 342,462 | $9,972 | 03/31/2025 | | Cardiff Park Advisors LLC | 332,936 | $9,695 | 03/31/2025 | | DISV | 332,936 | $9,695 | 03/31/2025 | | Sensible Money LLC | 330,628 | $9,628 | 03/31/2025 | | DISV | 330,628 | $9,628 | 03/31/2025 | | Krilogy Financial LLC | 324,466 | $9,448 | 03/31/2025 | | DISV | 324,466 | $9,448 | 03/31/2025 | | GWM Advisors LLC | 322,274 | $9,385 | 03/31/2025 | | DISV | 322,274 | $9,385 | 03/31/2025 | | Physician Wealth Solutions Inc. | 316,583 | $9,219 | 03/31/2025 | | DISV | 316,583 | $9,219 | 03/31/2025 | | Private Wealth Management Group LLC | 312,904 | $9,112 | 03/31/2025 | | DISV | 312,904 | $9,112 | 03/31/2025 | | United Wealth Management LLC | 305,796 | $8,905 | 03/31/2025 | | DISV | 305,796 | $8,905 | 03/31/2025 | | Jane Street Group LLC | 305,289 | $8,890 | 03/31/2025 | | DISV | 305,289 | $8,890 | 03/31/2025 | | Mercer Global Advisors Inc. ADV | 299,727 | $8,728 | 03/31/2025 | | DISV | 299,727 | $8,728 | 03/31/2025 | | Keyes Stange & Wooten Wealth Management LLC | 298,206 | $8,684 | 03/31/2025 | | DISV | 298,206 | $8,684 | 03/31/2025 | | Betterment LLC | 295,823 | $8,614 | 03/31/2025 | | DISV | 295,823 | $8,614 | 03/31/2025 | | Sterling Financial Planning Inc. | 289,717 | $8,437 | 03/31/2025 | | DISV | 289,717 | $8,437 | 03/31/2025 | | Henrickson Nauta Wealth Advisors Inc. | 300,433 | $8,259 | 03/31/2025 | | DISV | 300,433 | $8,259 | 03/31/2025 | | Pacific Sage Partners LLC | 282,190 | $8,217 | 03/31/2025 | | DISV | 282,190 | $8,217 | 03/31/2025 | | Hassell Wealth Management LLC | 284,842 | $8,161 | 03/31/2025 | | DISV | 284,842 | $8,161 | 03/31/2025 | | Yardley Wealth Management LLC | 278,461 | $8,109 | 03/31/2025 | | DISV | 278,461 | $8,109 | 03/31/2025 | | Meritas Wealth Management LLC | 265,496 | $7,731 | 03/31/2025 | | DISV | 265,496 | $7,731 | 03/31/2025 | | Schoolcraft Capital LLC | 260,567 | $7,588 | 03/31/2025 | | DISV | 260,567 | $7,588 | 03/31/2025 | | Integrity Alliance LLC. | 258,652 | $7,532 | 03/31/2025 | | DISV | 258,652 | $7,532 | 03/31/2025 | | Dravo Bay LLC | 255,583 | $7,459 | 03/31/2025 | | DISV | 255,583 | $7,459 | 03/31/2025 | | Claris Advisors LLC MO | 246,535 | $7,179 | 03/31/2025 | | DISV | 246,535 | $7,179 | 03/31/2025 | | Financial Architects LLC | 243,660 | $7,095 | 03/31/2025 | | DISV | 243,660 | $7,095 | 03/31/2025 | | Shotwell Rutter Baer Inc | 235,368 | $6,854 | 03/31/2025 | | DISV | 235,368 | $6,854 | 03/31/2025 | | Pinney & Scofield Inc. | 231,123 | $6,730 | 03/31/2025 | | DISV | 231,123 | $6,730 | 03/31/2025 | | MML Investors Services LLC | 219,871 | $6,403 | 03/31/2025 | | DISV | 219,871 | $6,403 | 03/31/2025 | | Quadcap Wealth Management LLC | 218,545 | $6,364 | 03/31/2025 | | DISV | 218,545 | $6,364 | 03/31/2025 | | Collective Family Office LLC | 199,433 | $5,807 | 03/31/2025 | | DISV | 199,433 | $5,807 | 03/31/2025 | | PBMares Wealth Management LLC | 197,683 | $5,757 | 03/31/2025 | | DISV | 197,683 | $5,757 | 03/31/2025 | | Financial Engines Advisors L.L.C. | 195,695 | $5,699 | 03/31/2025 | | DISV | 195,695 | $5,699 | 03/31/2025 | | Financial Symmetry Inc | 195,014 | $5,679 | 03/31/2025 | | DISV | 195,014 | $5,679 | 03/31/2025 | | Lam Group Inc. | 191,540 | $5,578 | 03/31/2025 | | DISV | 191,540 | $5,578 | 03/31/2025 | | Liberty Wealth Management LLC | 187,313 | $5,455 | 03/31/2025 | | DISV | 187,313 | $5,455 | 03/31/2025 | | Wealth Advisors Northwest LLC | 181,503 | $5,285 | 03/31/2025 | | DISV | 181,503 | $5,285 | 03/31/2025 | | Chicago Partners Investment Group LLC | 172,136 | $5,257 | 03/31/2025 | | DISV | 172,136 | $5,257 | 03/31/2025 | | BetterWealth LLC | 179,699 | $5,233 | 03/31/2025 | | DISV | 179,699 | $5,233 | 03/31/2025 | | Advisor Group Holdings Inc. | 178,642 | $5,203 | 03/31/2025 | | DISV | 178,642 | $5,203 | 03/31/2025 | | BKD Wealth Advisors LLC | 175,310 | $5,105 | 03/31/2025 | | DISV | 175,310 | $5,105 | 03/31/2025 | | Advisory Alpha LLC | 171,607 | $4,997 | 03/31/2025 | | DISV | 171,607 | $4,997 | 03/31/2025 | | Park Avenue Securities LLC | 170,669 | $4,970 | 03/31/2025 | | DISV | 170,669 | $4,970 | 03/31/2025 | | Raymond James Financial Inc. | 168,946 | $4,920 | 03/31/2025 | | DISV | 168,946 | $4,920 | 03/31/2025 | | EQ Wealth Advisors LLC | 164,085 | $4,778 | 03/31/2025 | | DISV | 164,085 | $4,778 | 03/31/2025 | | Squire Investment Management Company LLC | 160,836 | $4,684 | 03/31/2025 | | DISV | 160,836 | $4,684 | 03/31/2025 | | IFG Advisory LLC | 159,292 | $4,639 | 03/31/2025 | | DISV | 159,292 | $4,639 | 03/31/2025 | | Astra Wealth Partners LLC | 155,495 | $4,528 | 03/31/2025 | | DISV | 155,495 | $4,528 | 03/31/2025 | | Commonwealth Equity Services LLC | 154,201 | $4,490 | 03/31/2025 | | DISV | 154,201 | $4,490 | 03/31/2025 | | BWM Planning LLC | 142,938 | $4,162 | 03/31/2025 | | DISV | 142,938 | $4,162 | 03/31/2025 | | JPMorgan Chase & Co. | 141,295 | $4,115 | 03/31/2025 | | DISV | 141,295 | $4,115 | 03/31/2025 | | Abel Hall LLC | 139,994 | $4,077 | 03/31/2025 | | DISV | 139,994 | $4,077 | 03/31/2025 | | Tillman Hartley LLC | 139,341 | $4,058 | 03/31/2025 | | DISV | 139,341 | $4,058 | 03/31/2025 | | Yeomans Consulting Group Inc. | 137,718 | $4,010 | 03/31/2025 | | DISV | 137,718 | $4,010 | 03/31/2025 | | ShankerValleau Wealth Advisors Inc. | 136,924 | $3,987 | 03/31/2025 | | DISV | 136,924 | $3,987 | 03/31/2025 | | Ruedi Wealth Management Inc. | 135,246 | $3,938 | 03/31/2025 | | DISV | 135,246 | $3,938 | 03/31/2025 | | Avant Financial Advisors LLC | 133,079 | $3,875 | 03/31/2025 | | DISV | 133,079 | $3,875 | 03/31/2025 | | Bridge Generations Wealth Management LLC | 132,480 | $3,858 | 03/31/2025 | | DISV | 132,480 | $3,858 | 03/31/2025 | | Mills Wealth Advisors LLC | 131,334 | $3,824 | 03/31/2025 | | DISV | 131,334 | $3,824 | 03/31/2025 | | Kaufman Rossin Wealth LLC | 131,251 | $3,822 | 03/31/2025 | | DISV | 131,251 | $3,822 | 03/31/2025 | | Clarity Wealth Development LLC | 122,232 | $3,689 | 03/31/2025 | | DISV | 122,232 | $3,689 | 03/31/2025 | | JDH Wealth Management LLC | 122,113 | $3,556 | 03/31/2025 | | DISV | 122,113 | $3,556 | 03/31/2025 | | Stifel Financial Corp | 121,983 | $3,552 | 03/31/2025 | | DISV | 121,983 | $3,552 | 03/31/2025 | | Keyvantage Wealth LLC | 117,199 | $3,413 | 03/31/2025 | | DISV | 117,199 | $3,413 | 03/31/2025 | | Willow Creek Wealth Management Inc. | 127,269 | $3,382 | 12/31/2024 | | DISV | 127,269 | $3,382 | 12/31/2024 | | Sax Wealth Advisors LLC | 113,467 | $3,304 | 03/31/2025 | | DISV | 113,467 | $3,304 | 03/31/2025 | | Northwest Wealth Management LLC | 112,173 | $3,266 | 03/31/2025 | | DISV | 112,173 | $3,266 | 03/31/2025 | | Navigoe LLC | 109,751 | $3,195 | 03/31/2025 | | DISV | 109,751 | $3,195 | 03/31/2025 | | Vestment Financial LLC | 104,688 | $3,056 | 03/31/2025 | | DISV | 104,688 | $3,056 | 03/31/2025 | | Northwestern Mutual Wealth Management Co. | 96,733 | $2,817 | 03/31/2025 | | DISV | 96,733 | $2,817 | 03/31/2025 | | TRU Independence Asset Management 2 LLC | 96,487 | $2,810 | 03/31/2025 | | DISV | 96,487 | $2,810 | 03/31/2025 | | Spire Wealth Management | 95,480 | $2,780 | 03/31/2025 | | DISV | 95,480 | $2,780 | 03/31/2025 | | Gradient Capital Advisors LLC | 94,908 | $2,764 | 03/31/2025 | | DISV | 94,908 | $2,764 | 03/31/2025 | | Delap Wealth Advisory LLC | 94,105 | $2,740 | 03/31/2025 | | DISV | 94,105 | $2,740 | 03/31/2025 | | Vannoy Advisory Group Inc. | 92,095 | $2,682 | 03/31/2025 | | DISV | 92,095 | $2,682 | 03/31/2025 | | Efficient Advisors LLC | 91,326 | $2,659 | 03/31/2025 | | DISV | 91,326 | $2,659 | 03/31/2025 | | Quarry Hill Advisors LLC | 86,312 | $2,513 | 03/31/2025 | | DISV | 86,312 | $2,513 | 03/31/2025 | | HMV Wealth Advisors LLC | 84,598 | $2,463 | 03/31/2025 | | DISV | 84,598 | $2,463 | 03/31/2025 | | AQR Capital Management LLC | 84,198 | $2,452 | 03/31/2025 | | DISV | 84,198 | $2,452 | 03/31/2025 | | Foundation Wealth Management LLC PA | 81,705 | $2,379 | 03/31/2025 | | DISV | 81,705 | $2,379 | 03/31/2025 | | Fischer Investment Strategies LLC | 81,342 | $2,369 | 03/31/2025 | | DISV | 81,342 | $2,369 | 03/31/2025 | | Aviance Capital Partners LLC | 80,791 | $2,353 | 03/31/2025 | | DISV | 80,791 | $2,353 | 03/31/2025 | | SRS Capital Advisors Inc. | 80,508 | $2,344 | 03/31/2025 | | DISV | 80,508 | $2,344 | 03/31/2025 | | Golden Bell Financial Planning LLC | 79,408 | $2,312 | 03/31/2025 | | DISV | 79,408 | $2,312 | 03/31/2025 | | Grunden Financial Advisory Inc. | 76,732 | $2,234 | 03/31/2025 | | DISV | 76,732 | $2,234 | 03/31/2025 | | M Holdings Securities Inc. | 76,565 | $2,230 | 03/31/2025 | | DISV | 76,565 | $2,230 | 03/31/2025 | | Glass Jacobson Investment Advisors llc | 81,748 | $2,172 | 03/31/2025 | | DISV | 81,748 | $2,172 | 03/31/2025 | | Resources Investment Advisors LLC. | 73,347 | $2,136 | 03/31/2025 | | DISV | 73,347 | $2,136 | 03/31/2025 | | Morris Financial Concepts Inc. | 72,481 | $2,111 | 03/31/2025 | | DISV | 72,481 | $2,111 | 03/31/2025 | | Bayshore Asset Management LLC | 71,702 | $2,088 | 03/31/2025 | | DISV | 71,702 | $2,088 | 03/31/2025 | | Sterling Wealth Management Inc. | 77,994 | $2,072 | 12/31/2024 | | DISV | 77,994 | $2,072 | 12/31/2024 | | Hilltop Holdings Inc. | 70,534 | $2,054 | 03/31/2025 | | DISV | 70,534 | $2,054 | 03/31/2025 | | Pure Financial Advisors Inc. | 70,213 | $2,045 | 03/31/2025 | | DISV | 70,213 | $2,045 | 03/31/2025 | | Maryland Capital Advisors Inc. | 69,951 | $2,037 | 03/31/2025 | | DISV | 69,951 | $2,037 | 03/31/2025 | | Mraz Amerine & Associates Inc. | 68,856 | $2,032 | 03/31/2025 | | DISV | 68,856 | $2,032 | 03/31/2025 | | LPL Financial LLC | 69,063 | $2,011 | 03/31/2025 | | DISV | 69,063 | $2,011 | 03/31/2025 | | Parkwoods Wealth Partners LLC | 67,095 | $1,954 | 03/31/2025 | | DISV | 67,095 | $1,954 | 03/31/2025 | | XY Planning Network Inc. | 67,064 | $1,953 | 03/31/2025 | | DISV | 67,064 | $1,953 | 03/31/2025 | | Vestia Personal Wealth Advisors | 66,900 | $1,948 | 03/31/2025 | | DISV | 66,900 | $1,948 | 03/31/2025 | | Aurelius Family Office LLC | 64,883 | $1,889 | 03/31/2025 | | DISV | 64,883 | $1,889 | 03/31/2025 | | Andrews Lucia Wealth Management LLC | 71,030 | $1,887 | 03/31/2025 | | DISV | 71,030 | $1,887 | 03/31/2025 | | Efficient Frontier Advisors LLC | 64,108 | $1,867 | 03/31/2025 | | DISV | 64,108 | $1,867 | 03/31/2025 | | Schwarz Dygos Wheeler Investment Advisors LLC | 63,404 | $1,846 | 03/31/2025 | | DISV | 63,404 | $1,846 | 03/31/2025 | | Kestra Advisory Services LLC | 63,041 | $1,836 | 03/31/2025 | | DISV | 63,041 | $1,836 | 03/31/2025 | | Mariner LLC | 62,370 | $1,816 | 03/31/2025 | | DISV | 62,370 | $1,816 | 03/31/2025 | | Nwam LLC | 61,979 | $1,805 | 03/31/2025 | | DISV | 61,979 | $1,805 | 03/31/2025 | | Strategic Investment Solutions Inc. IL | 61,107 | $1,780 | 03/31/2025 | | DISV | 61,107 | $1,780 | 03/31/2025 | | Warren Averett Asset Management LLC | 59,471 | $1,732 | 03/31/2025 | | DISV | 59,471 | $1,732 | 03/31/2025 | | New England Private Wealth Advisors LLC | 59,480 | $1,732 | 03/31/2025 | | DISV | 59,480 | $1,732 | 03/31/2025 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 58,847 | $1,714 | 03/31/2025 | | DISV | 58,847 | $1,714 | 03/31/2025 | | Schubert & Co | 56,501 | $1,645 | 03/31/2025 | | DISV | 56,501 | $1,645 | 03/31/2025 | | Ronald Blue Trust Inc. | 56,384 | $1,642 | 03/31/2025 | | DISV | 56,384 | $1,642 | 03/31/2025 | | Modera Wealth Management LLC | 56,201 | $1,637 | 03/31/2025 | | DISV | 56,201 | $1,637 | 03/31/2025 | | Dopkins Wealth Management LLC | 56,176 | $1,636 | 03/31/2025 | | DISV | 56,176 | $1,636 | 03/31/2025 | | Rialto Wealth Management LLC | 55,730 | $1,623 | 03/31/2025 | | DISV | 55,730 | $1,623 | 03/31/2025 | | OneAscent Financial Services LLC | 53,962 | $1,571 | 03/31/2025 | | DISV | 53,962 | $1,571 | 03/31/2025 | | Prosperity Planning Inc. | 52,366 | $1,525 | 03/31/2025 | | DISV | 52,366 | $1,525 | 03/31/2025 | | Parkworth Wealth Management Inc. | 51,092 | $1,488 | 03/31/2025 | | DISV | 51,092 | $1,488 | 03/31/2025 | | Phillips Financial Management LLC | 49,764 | $1,449 | 03/31/2025 | | DISV | 49,764 | $1,449 | 03/31/2025 | | Visionary Wealth Advisors | 49,561 | $1,443 | 03/31/2025 | | DISV | 49,561 | $1,443 | 03/31/2025 | | Peirce Capital Management LLC | 48,869 | $1,423 | 03/31/2025 | | DISV | 48,869 | $1,423 | 03/31/2025 | | Farther Finance Advisors LLC | 48,443 | $1,411 | 03/31/2025 | | DISV | 48,443 | $1,411 | 03/31/2025 | | W.H. Cornerstone Investments Inc. | 47,866 | $1,394 | 03/31/2025 | | DISV | 47,866 | $1,394 | 03/31/2025 | | Liberty Capital Management Inc. | 47,326 | $1,378 | 03/31/2025 | | DISV | 47,326 | $1,378 | 03/31/2025 | | Hemington Wealth Management | 47,214 | $1,374 | 03/31/2025 | | DISV | 47,214 | $1,374 | 03/31/2025 | | Longview Financial Advisors Inc. | 47,093 | $1,371 | 03/31/2025 | | DISV | 47,093 | $1,371 | 03/31/2025 | | Clear Creek Financial Management LLC | 45,999 | $1,339 | 03/31/2025 | | DISV | 45,999 | $1,339 | 03/31/2025 | | Matisse Capital | 44,100 | $1,284 | 03/31/2025 | | DISV | 44,100 | $1,284 | 03/31/2025 | | Moisand Fitzgerald Tamayo LLC | 42,767 | $1,245 | 03/31/2025 | | DISV | 42,767 | $1,245 | 03/31/2025 | | Putnam FL Investment Management Co. | 40,930 | $1,192 | 03/31/2025 | | DISV | 40,930 | $1,192 | 03/31/2025 | | RCS Financial Planning LLC | 40,899 | $1,191 | 03/31/2025 | | DISV | 40,899 | $1,191 | 03/31/2025 | | BIP Wealth LLC | 40,290 | $1,173 | 03/31/2025 | | DISV | 40,290 | $1,173 | 03/31/2025 | | CSS LLC IL | 38,941 | $1,134 | 03/31/2025 | | DISV | 38,941 | $1,134 | 03/31/2025 | | Legacy Financial Advisors Inc. | 37,191 | $1,083 | 03/31/2025 | | DISV | 37,191 | $1,083 | 03/31/2025 | | Janney Montgomery Scott LLC | 36,719 | $1,069 | 03/31/2025 | | DISV | 36,719 | $1,069 | 03/31/2025 | | Werba Rubin Papier Wealth Management | 36,500 | $1,063 | 03/31/2025 | | DISV | 36,500 | $1,063 | 03/31/2025 | | McGrath & Associates Inc. | 36,471 | $1,062 | 03/31/2025 | | DISV | 36,471 | $1,062 | 03/31/2025 | | OLD Mission Capital LLC | 35,913 | $1,046 | 03/31/2025 | | DISV | 35,913 | $1,046 | 03/31/2025 | | Simplicity Wealth LLC | 35,295 | $1,028 | 03/31/2025 | | DISV | 35,295 | $1,028 | 03/31/2025 | | Emprise Bank | 34,779 | $1,013 | 03/31/2025 | | DISV | 34,779 | $1,013 | 03/31/2025 | | Oceanside Advisors LLC | 33,981 | $990 | 03/31/2025 | | DISV | 33,981 | $990 | 03/31/2025 | | Tortoise Investment Management LLC | 32,401 | $944 | 03/31/2025 | | DISV | 32,401 | $944 | 03/31/2025 | | Altiora Financial Group LLC | 32,350 | $942 | 03/31/2025 | | DISV | 32,350 | $942 | 03/31/2025 | | CarsonAllaria Wealth Management Ltd. | 32,089 | $934 | 03/31/2025 | | DISV | 32,089 | $934 | 03/31/2025 | | Capital Group Private Client Services Inc. | 31,959 | $931 | 03/31/2025 | | DISV | 31,959 | $931 | 03/31/2025 | | Capital Performance Advisors LLP | 31,307 | $912 | 03/31/2025 | | DISV | 31,307 | $912 | 03/31/2025 | | Two West Capital Advisors LLC | 30,858 | $872 | 03/31/2025 | | DISV | 30,858 | $872 | 03/31/2025 | | Allegiance Financial Group Advisory Services LLC | 29,901 | $871 | 03/31/2025 | | DISV | 29,901 | $871 | 03/31/2025 | | Porter White Investment Advisors Inc. | 28,420 | $828 | 03/31/2025 | | DISV | 28,420 | $828 | 03/31/2025 | | Financial Counselors Inc. | 28,035 | $816 | 03/31/2025 | | DISV | 28,035 | $816 | 03/31/2025 | | Allworth Financial LP | 26,812 | $804 | 03/31/2025 | | DISV | 26,812 | $804 | 03/31/2025 | | Brady Martz Wealth Solutions LLC | 26,932 | $784 | 03/31/2025 | | DISV | 26,932 | $784 | 03/31/2025 | | Fundamentun LLC | 26,752 | $779 | 03/31/2025 | | DISV | 26,752 | $779 | 03/31/2025 | | Shearwater Capital LLC | 26,153 | $762 | 03/31/2025 | | DISV | 26,153 | $762 | 03/31/2025 | | Journey Beyond Wealth LLC | 25,416 | $740 | 03/31/2025 | | DISV | 25,416 | $740 | 03/31/2025 | | Wright Fund Managment LLC | 25,200 | $734 | 03/31/2025 | | DISV | 25,200 | $734 | 03/31/2025 | | RF&L Wealth Management LLC | 24,725 | $720 | 03/31/2025 | | DISV | 24,725 | $720 | 03/31/2025 | | Rehmann Capital Advisory Group | 24,693 | $719 | 03/31/2025 | | DISV | 24,693 | $719 | 03/31/2025 | | Firethorn Wealth Partners LLC | 23,987 | $699 | 03/31/2025 | | DISV | 23,987 | $699 | 03/31/2025 | | SageView Advisory Group LLC | 23,919 | $697 | 03/31/2025 | | DISV | 23,919 | $697 | 03/31/2025 | | Perigon Wealth Management LLC | 23,572 | $686 | 03/31/2025 | | DISV | 23,572 | $686 | 03/31/2025 | | Truist Financial Corp | 23,449 | $683 | 03/31/2025 | | DISV | 23,449 | $683 | 03/31/2025 | | Signet Financial Management LLC | 23,006 | $670 | 03/31/2025 | | DISV | 23,006 | $670 | 03/31/2025 | | Del Sette Capital Management LLC | 22,940 | $668 | 03/31/2025 | | DISV | 22,940 | $668 | 03/31/2025 | | Carlson Capital Management | 24,337 | $647 | 12/31/2024 | | DISV | 24,337 | $647 | 12/31/2024 | | C M Bidwell & Associates Ltd. | 21,713 | $632 | 03/31/2025 | | DISV | 21,713 | $632 | 03/31/2025 | | Mission Wealth Management LP | 21,382 | $623 | 03/31/2025 | | DISV | 21,382 | $623 | 03/31/2025 | | Great Point Wealth Advisors LLC | 21,296 | $620 | 03/31/2025 | | DISV | 21,296 | $620 | 03/31/2025 | | Austin Private Wealth LLC | 21,196 | $617 | 03/31/2025 | | DISV | 21,196 | $617 | 03/31/2025 | | Wealthcare Advisory Partners LLC | 21,045 | $613 | 03/31/2025 | | DISV | 21,045 | $613 | 03/31/2025 | | Daner Wealth Management LLC | 22,060 | $610 | 12/31/2024 | | DISV | 22,060 | $610 | 12/31/2024 | | Poinciana Advisors Group LLC | 20,580 | $599 | 03/31/2025 | | DISV | 20,580 | $599 | 03/31/2025 | | Austin Asset Management Co Inc | 19,420 | $566 | 03/31/2025 | | DISV | 19,420 | $566 | 03/31/2025 | | Morgan Stanley | 19,144 | $557 | 03/31/2025 | | DISV | 19,144 | $557 | 03/31/2025 | | Clune & Associates LTD. | 18,904 | $550 | 03/31/2025 | | DISV | 18,904 | $550 | 03/31/2025 | | Bedel Financial Consulting Inc. | 17,797 | $546 | 03/31/2025 | | DISV | 17,797 | $546 | 03/31/2025 | | RAM Investment Partners LLC | 18,461 | $538 | 03/31/2025 | | DISV | 18,461 | $538 | 03/31/2025 | | RB Capital Management LLC | 18,277 | $532 | 03/31/2025 | | DISV | 18,277 | $532 | 03/31/2025 | | Red Lighthouse Investment Management LLC | 19,398 | $527 | 03/31/2025 | | DISV | 19,398 | $527 | 03/31/2025 | | LJI Wealth Management LLC | 18,015 | $525 | 03/31/2025 | | DISV | 18,015 | $525 | 03/31/2025 | | Harbor Investment Advisory LLC | 17,970 | $523 | 03/31/2025 | | DISV | 17,970 | $523 | 03/31/2025 | | Axxcess Wealth Management LLC | 17,697 | $515 | 03/31/2025 | | DISV | 17,697 | $515 | 03/31/2025 | | David R. Rahn & Associates Inc. | 17,480 | $509 | 03/31/2025 | | DISV | 17,480 | $509 | 03/31/2025 | | Timonier Family Office LTD. | 17,323 | $504 | 03/31/2025 | | DISV | 17,323 | $504 | 03/31/2025 | | PrairieView Partners LLC | 17,013 | $495 | 03/31/2025 | | DISV | 17,013 | $495 | 03/31/2025 | | Orion Portfolio Solutions LLC | 18,628 | $495 | 03/31/2025 | | DISV | 18,628 | $495 | 03/31/2025 | | Jones Financial Companies Lllp | 16,367 | $483 | 03/31/2025 | | DISV | 16,367 | $483 | 03/31/2025 | | Disciplined Investments LLC | 16,562 | $482 | 03/31/2025 | | DISV | 16,562 | $482 | 03/31/2025 | | Acorn Wealth Advisors LLC | 16,323 | $475 | 03/31/2025 | | DISV | 16,323 | $475 | 03/31/2025 | | Hanover Advisors Inc. | 16,194 | $472 | 03/31/2025 | | DISV | 16,194 | $472 | 03/31/2025 | | DBK Financial Counsel LLC | 15,602 | $454 | 03/31/2025 | | DISV | 15,602 | $454 | 03/31/2025 | | Passive Capital Management LLC. | 15,500 | $451 | 03/31/2025 | | DISV | 15,500 | $451 | 03/31/2025 | | Gibson Capital LLC | 15,213 | $443 | 03/31/2025 | | DISV | 15,213 | $443 | 03/31/2025 | | GeoWealth Management LLC | 15,188 | $442 | 03/31/2025 | | DISV | 15,188 | $442 | 03/31/2025 | | Elevate Wealth Advisory Inc. | 15,165 | $442 | 03/31/2025 | | DISV | 15,165 | $442 | 03/31/2025 | | 25 LLC | 14,747 | $429 | 03/31/2025 | | DISV | 14,747 | $429 | 03/31/2025 | | ARK & TLK Investments LLC | 14,747 | $429 | 03/31/2025 | | DISV | 14,747 | $429 | 03/31/2025 | | Stratos Wealth Partners LTD. | 14,452 | $421 | 03/31/2025 | | DISV | 14,452 | $421 | 03/31/2025 | | Verus Financial Partners Inc. | 14,378 | $414 | 03/31/2025 | | DISV | 14,378 | $414 | 03/31/2025 | | Abacus Planning Group Inc. | 14,042 | $409 | 03/31/2025 | | DISV | 14,042 | $409 | 03/31/2025 | | Captrust Financial Advisors | 14,018 | $408 | 03/31/2025 | | DISV | 14,018 | $408 | 03/31/2025 | | Sontag Advisory LLC | 13,574 | $395 | 03/31/2025 | | DISV | 13,574 | $395 | 03/31/2025 | | SC&H Financial Advisors Inc. | 13,497 | $393 | 03/31/2025 | | DISV | 13,497 | $393 | 03/31/2025 | | Cresset Asset Management LLC | 13,401 | $390 | 03/31/2025 | | DISV | 13,401 | $390 | 03/31/2025 | | Cherry Tree Wealth Management LLC | 13,294 | $387 | 03/31/2025 | | DISV | 13,294 | $387 | 03/31/2025 | | Aegis Wealth Management LLC | 13,193 | $384 | 03/31/2025 | | DISV | 13,193 | $384 | 03/31/2025 | | Capstone Wealth Management LLC | 13,128 | $382 | 03/31/2025 | | DISV | 13,128 | $382 | 03/31/2025 | | Clarity Capital Advisors LLC | 12,200 | $355 | 03/31/2025 | | DISV | 12,200 | $355 | 03/31/2025 | | Citigroup Inc. | 12,173 | $354 | 03/31/2025 | | DISV | 12,173 | $354 | 03/31/2025 | | Lazari Capital Management Inc. | 11,761 | $342 | 03/31/2025 | | DISV | 11,761 | $342 | 03/31/2025 | | Parkshore Wealth Management Inc. | 11,538 | $336 | 03/31/2025 | | DISV | 11,538 | $336 | 03/31/2025 | | Samalin Investment Counsel LLC | 10,308 | $300 | 03/31/2025 | | DISV | 10,308 | $300 | 03/31/2025 | | Tcfg Wealth Management LLC | 10,291 | $300 | 03/31/2025 | | DISV | 10,291 | $300 | 03/31/2025 | | O Shaughnessy Asset Management LLC | 10,211 | $297 | 03/31/2025 | | DISV | 10,211 | $297 | 03/31/2025 | | Ambassador Advisors LLC | 9,680 | $282 | 03/31/2025 | | DISV | 9,680 | $282 | 03/31/2025 | | Greenspring Advisors LLC | 9,687 | $282 | 03/31/2025 | | DISV | 9,687 | $282 | 03/31/2025 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,532 | $281 | 03/31/2025 | | DISV | 9,532 | $281 | 03/31/2025 | | Congress Wealth Management LLC DE | 9,632 | $280 | 03/31/2025 | | DISV | 9,632 | $280 | 03/31/2025 | | GEN Financial Management INC. | 9,524 | $277 | 03/31/2025 | | DISV | 9,524 | $277 | 03/31/2025 | | SYM FINANCIAL Corp | 9,260 | $270 | 03/31/2025 | | DISV | 9,260 | $270 | 03/31/2025 | | CWM LLC | 9,112 | $265 | 03/31/2025 | | DISV | 9,112 | $265 | 03/31/2025 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,085 | $235 | 03/31/2025 | | DISV | 8,085 | $235 | 03/31/2025 | | GTS Securities LLC | 8,052 | $234 | 03/31/2025 | | DISV | 8,052 | $234 | 03/31/2025 | | Sutton Place Investors LLC | 8,033 | $234 | 03/31/2025 | | DISV | 8,033 | $234 | 03/31/2025 | | Hutchens & Kramer Investment Management Group LLC | 8,001 | $233 | 03/31/2025 | | DISV | 8,001 | $233 | 03/31/2025 | | Cambridge Investment Research Advisors Inc. | 7,654 | $223 | 03/31/2025 | | DISV | 7,654 | $223 | 03/31/2025 | | Cardinal Point Capital Management ULC | 7,640 | $222 | 03/31/2025 | | DISV | 7,640 | $222 | 03/31/2025 | | Great Valley Advisor Group Inc. | 7,571 | $220 | 03/31/2025 | | DISV | 7,571 | $220 | 03/31/2025 | | Kraft Asset Management LLC | 7,499 | $218 | 03/31/2025 | | DISV | 7,499 | $218 | 03/31/2025 | | SwitchPoint Financial Planning LLC | 7,453 | $217 | 03/31/2025 | | DISV | 7,453 | $217 | 03/31/2025 | | Studio Investment Management LLC | 7,256 | $211 | 03/31/2025 | | DISV | 7,256 | $211 | 03/31/2025 | | Avantax Advisory Services Inc. | 7,228 | $210 | 03/31/2025 | | DISV | 7,228 | $210 | 03/31/2025 | | Breakwater Capital Group | 7,144 | $208 | 03/31/2025 | | DISV | 7,144 | $208 | 03/31/2025 | | Brown Advisory Inc. | 7,123 | $207 | 03/31/2025 | | DISV | 7,123 | $207 | 03/31/2025 | | M Wealth Management LLC | 6,935 | $202 | 03/31/2025 | | DISV | 6,935 | $202 | 03/31/2025 | | Main Street Financial Solutions LLC | 6,918 | $201 | 03/31/2025 | | DISV | 6,918 | $201 | 03/31/2025 | | Comerica Bank | 6,871 | $200 | 03/31/2025 | | DISV | 6,871 | $200 | 03/31/2025 | | Family CFO Inc | 6,297 | $183 | 03/31/2025 | | DISV | 6,297 | $183 | 03/31/2025 | | Royal Bank of Canada | 6,234 | $181 | 03/31/2025 | | DISV | 6,234 | $181 | 03/31/2025 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,060 | $176 | 03/31/2025 | | DISV | 6,060 | $176 | 03/31/2025 | | Versant Capital Management Inc | 5,510 | $160 | 03/31/2025 | | DISV | 5,510 | $160 | 03/31/2025 | | Glen Eagle Advisors LLC | 5,250 | $153 | 03/31/2025 | | DISV | 5,250 | $153 | 03/31/2025 | | Kathleen S. Wright Associates Inc. | 4,470 | $130 | 03/31/2025 | | DISV | 4,470 | $130 | 03/31/2025 | | Pillar Financial Advisors LLC | 4,109 | $120 | 03/31/2025 | | DISV | 4,109 | $120 | 03/31/2025 | | McIlrath & Eck LLC | 3,770 | $110 | 03/31/2025 | | DISV | 3,770 | $110 | 03/31/2025 | | Millstone Evans Group LLC | 3,177 | $93 | 03/31/2025 | | DISV | 3,177 | $93 | 03/31/2025 | | Beaird Harris Wealth Management LLC | 2,890 | $84 | 03/31/2025 | | DISV | 2,890 | $84 | 03/31/2025 | | AlphaCore Capital LLC | 2,792 | $81 | 03/31/2025 | | DISV | 2,792 | $81 | 03/31/2025 | | Greenline Partners LLC | 2,128 | $62 | 03/31/2025 | | DISV | 2,128 | $62 | 03/31/2025 | | EverSource Wealth Advisors LLC | 2,070 | $60 | 03/31/2025 | | DISV | 2,070 | $60 | 03/31/2025 | | Sandy Spring Bank | 1,898 | $55 | 03/31/2025 | | DISV | 1,898 | $55 | 03/31/2025 | | DecisionPoint Financial LLC | 1,825 | $53 | 03/31/2025 | | DISV | 1,825 | $53 | 03/31/2025 | | Angeles Wealth Management LLC | 1,391 | $41 | 03/31/2025 | | DISV | 1,391 | $41 | 03/31/2025 | | Global Trust Asset Management LLC | 1,300 | $38 | 03/31/2025 | | DISV | 1,300 | $38 | 03/31/2025 | | Fifth Third Bancorp | 1,257 | $37 | 03/31/2025 | | DISV | 1,257 | $37 | 03/31/2025 | | Mather Group LLC. | 1,284 | $37 | 03/31/2025 | | DISV | 1,284 | $37 | 03/31/2025 | | WealthShield Partners LLC | 1,173 | $34 | 03/31/2025 | | DISV | 1,173 | $34 | 03/31/2025 | | Smartleaf Asset Management LLC | 1,142 | $34 | 03/31/2025 | | DISV | 1,142 | $34 | 03/31/2025 | | Cloud Capital Management LLC | 1,175 | $34 | 03/31/2025 | | DISV | 1,175 | $34 | 03/31/2025 | | Parkside Financial Bank & Trust | 1,100 | $32 | 03/31/2025 | | DISV | 1,100 | $32 | 03/31/2025 | | AE Wealth Management LLC | 914 | $27 | 03/31/2025 | | DISV | 914 | $27 | 03/31/2025 | | Wells Fargo & Company MN | 910 | $26 | 03/31/2025 | | DISV | 910 | $26 | 03/31/2025 | | FMR LLC | 855 | $25 | 03/31/2025 | | DISV | 855 | $25 | 03/31/2025 | | Cassady Schiller Wealth Management LLC | 750 | $20 | 12/31/2024 | | DISV | 750 | $20 | 12/31/2024 | | TruNorth Capital Management LLC | 580 | $17 | 03/31/2025 | | DISV | 580 | $17 | 03/31/2025 | | Prudent Man Investment Management Inc. | 643 | $17 | 03/31/2025 | | DISV | 643 | $17 | 03/31/2025 | | Close Asset Management Ltd | 410 | $12 | 03/31/2025 | | DISV | 410 | $12 | 03/31/2025 | | Hara Capital LLC | 320 | $9 | 03/31/2025 | | DISV | 320 | $9 | 03/31/2025 | | Global Retirement Partners LLC | 280 | $7 | 12/31/2024 | | DISV | 280 | $7 | 12/31/2024 | | Steward Partners Investment Advisory LLC | 216 | $6 | 03/31/2025 | | DISV | 216 | $6 | 03/31/2025 | | Harbour Investments Inc. | 166 | $5 | 03/31/2025 | | DISV | 166 | $5 | 03/31/2025 | | Aptus Capital Advisors LLC | 129 | $4 | 03/31/2025 | | DISV | 129 | $4 | 03/31/2025 | | JDM Financial Group LLC | 129 | $4 | 03/31/2025 | | DISV | 129 | $4 | 03/31/2025 | | Redwood Park Advisors LLC | 127 | $4 | 03/31/2025 | | DISV | 127 | $4 | 03/31/2025 | | IFP Advisors Inc | 108 | $3 | 03/31/2025 | | DISV | 108 | $3 | 03/31/2025 | | Advyzon Investment Management LLC | 108 | $3 | 03/31/2025 | | DISV | 108 | $3 | 03/31/2025 | | Aspect Partners LLC | 85 | $2 | 03/31/2025 | | DISV | 85 | $2 | 03/31/2025 | | Curio Wealth LLC | 80 | $2 | 03/31/2025 | | DISV | 80 | $2 | 03/31/2025 | | Concord Wealth Partners | 35 | $1 | 03/31/2025 | | DISV | 35 | $1 | 03/31/2025 | | Integrity Financial Corp WA | 34 | $1 | 03/31/2025 | | DISV | 34 | $1 | 03/31/2025 | | Proequities Inc. | 0 | $0 | 03/31/2025 | | DISV | 0 | $0 | 03/31/2025 | | Howe & Rusling Inc. | 10 | $0 | 03/31/2025 | | DISV | 10 | $0 | 03/31/2025 |
See Summary: Institutional Holders of DISV
See Details: Top 10 Hedge Funds Holding DISV
Also See: DISV Holdings Changes
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