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On this page, we present all of the funds holding DSEP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DSEP, with a link to that fund's top holdings. The next columns
indicate the amount of DSEP stock held by each of the funds holding DSEP, followed by the DSEP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 63 funds holding DSEP 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 DSEP), click the fund name in the "Holder" column of the funds-holding-DSEP table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 167,117 | $6,088 | 12/31/2023 | DSEP | 167,117 | $6,088 | 12/31/2023 | AE Wealth Management LLC | 141,730 | $5,243 | 12/31/2023 | DSEP | 141,730 | $5,243 | 12/31/2023 | Kestra Advisory Services LLC | 126,106 | $4,594 | 12/31/2023 | DSEP | 126,106 | $4,594 | 12/31/2023 | Advisor Group Holdings Inc. | 111,434 | $4,060 | 12/31/2023 | DSEP | 111,434 | $4,060 | 12/31/2023 | Commonwealth Equity Services LLC | 90,925 | $3,313 | 12/31/2023 | DSEP | 90,925 | $3,313 | 12/31/2023 | CWM LLC | 85,716 | $3,273 | 03/31/2024 | DSEP | 85,716 | $3,273 | 03/31/2024 | Truist Financial Corp | 78,971 | $2,877 | 12/31/2023 | DSEP | 78,971 | $2,877 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 67,722 | $2,467 | 12/31/2023 | DSEP | 67,722 | $2,467 | 12/31/2023 | Cetera Advisor Networks LLC | 49,967 | $1,820 | 12/31/2023 | DSEP | 49,967 | $1,820 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 42,620 | $1,627 | 03/31/2024 | DSEP | 42,620 | $1,627 | 03/31/2024 | Ignite Planners LLC | 39,816 | $1,519 | 03/31/2024 | DSEP | 39,816 | $1,519 | 03/31/2024 | LPL Financial LLC | 34,541 | $1,258 | 12/31/2023 | DSEP | 34,541 | $1,258 | 12/31/2023 | Rockefeller Capital Management L.P. | 34,404 | $1,253 | 12/31/2023 | DSEP | 34,404 | $1,253 | 12/31/2023 | Prosperity Consulting Group LLC | 32,914 | $1,199 | 12/31/2023 | DSEP | 32,914 | $1,199 | 12/31/2023 | Signal Advisors Wealth LLC | 31,064 | $1,186 | 03/31/2024 | DSEP | 31,064 | $1,186 | 03/31/2024 | Harbour Investments Inc. | 32,496 | $1,184 | 12/31/2023 | DSEP | 32,496 | $1,184 | 12/31/2023 | Mutual Advisors LLC | 32,258 | $1,175 | 12/31/2023 | DSEP | 32,258 | $1,175 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 28,296 | $1,031 | 12/31/2023 | DSEP | 28,296 | $1,031 | 12/31/2023 | Integrity Financial Corp WA | 27,820 | $1,014 | 12/31/2023 | DSEP | 27,820 | $1,014 | 12/31/2023 | Raymond James & Associates | 25,888 | $989 | 03/31/2024 | DSEP | 25,888 | $989 | 03/31/2024 | Prospera Financial Services Inc | 25,983 | $947 | 12/31/2023 | DSEP | 25,983 | $947 | 12/31/2023 | Susquehanna International Group LLP | 25,210 | $918 | 12/31/2023 | DSEP | 25,210 | $918 | 12/31/2023 | OLD Mission Capital LLC | 24,347 | $887 | 12/31/2023 | DSEP | 24,347 | $887 | 12/31/2023 | Proequities Inc. | 22,328 | $813 | 12/31/2023 | DSEP | 22,328 | $813 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 21,251 | $774 | 12/31/2023 | DSEP | 21,251 | $774 | 12/31/2023 | FSB Premier Wealth Management Inc. | 19,495 | $710 | 12/31/2023 | DSEP | 19,495 | $710 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 17,208 | $657 | 03/31/2024 | DSEP | 17,208 | $657 | 03/31/2024 | McKinley Carter Wealth Services Inc. | 16,934 | $617 | 12/31/2023 | DSEP | 16,934 | $617 | 12/31/2023 | StoneX Group Inc. | 16,561 | $603 | 12/31/2023 | DSEP | 16,561 | $603 | 12/31/2023 | Apollon Wealth Management LLC | 16,500 | $601 | 12/31/2023 | DSEP | 16,500 | $601 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,601 | $568 | 12/31/2023 | DSEP | 15,601 | $568 | 12/31/2023 | Stratos Wealth Partners LTD. | 13,339 | $509 | 03/31/2024 | DSEP | 13,339 | $509 | 03/31/2024 | Sloy Dahl & Holst LLC | 12,805 | $489 | 03/31/2024 | DSEP | 12,805 | $489 | 03/31/2024 | Spire Wealth Management | 12,069 | $461 | 03/31/2024 | DSEP | 12,069 | $461 | 03/31/2024 | Schulz Wealth LTD. | 11,483 | $438 | 03/31/2024 | DSEP | 11,483 | $438 | 03/31/2024 | FinTrust Capital Advisors LLC | 10,975 | $400 | 12/31/2023 | DSEP | 10,975 | $400 | 12/31/2023 | HBW Advisory Services LLC | 10,265 | $374 | 03/31/2024 | DSEP | 10,265 | $374 | 03/31/2024 | Townsquare Capital LLC | 9,915 | $361 | 12/31/2023 | DSEP | 9,915 | $361 | 12/31/2023 | Financial Guidance Group Inc. | 9,900 | $361 | 12/31/2023 | DSEP | 9,900 | $361 | 12/31/2023 | Cetera Advisors LLC | 9,442 | $344 | 12/31/2023 | DSEP | 9,442 | $344 | 12/31/2023 | MML Investors Services LLC | 9,028 | $329 | 12/31/2023 | DSEP | 9,028 | $329 | 12/31/2023 | Meridian Wealth Management LLC | 8,990 | $327 | 12/31/2023 | DSEP | 8,990 | $327 | 12/31/2023 | Wealth Group Ltd | 8,640 | $322 | 12/31/2023 | DSEP | 8,640 | $322 | 12/31/2023 | Arbor Capital Management Inc. ADV | 8,822 | $319 | 12/31/2023 | DSEP | 8,822 | $319 | 12/31/2023 | Advance Capital Management Inc. | 6,831 | $261 | 03/31/2024 | DSEP | 6,831 | $261 | 03/31/2024 | Beacon Financial Group | 7,011 | $255 | 12/31/2023 | DSEP | 7,011 | $255 | 12/31/2023 | HighTower Advisors LLC | 6,855 | $251 | 12/31/2023 | DSEP | 6,855 | $251 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 5,925 | $226 | 03/31/2024 | DSEP | 5,925 | $226 | 03/31/2024 | Mariner LLC | 5,975 | $218 | 12/31/2023 | DSEP | 5,975 | $218 | 12/31/2023 | GWM Advisors LLC | 5,585 | $203 | 12/31/2023 | DSEP | 5,585 | $203 | 12/31/2023 | Avantax Advisory Services Inc. | 5,499 | $200 | 12/31/2023 | DSEP | 5,499 | $200 | 12/31/2023 | Sunbelt Securities Inc. | 3,682 | $141 | 03/31/2024 | DSEP | 3,682 | $141 | 03/31/2024 | Tanglewood Legacy Advisors LLC | 3,441 | $131 | 03/31/2024 | DSEP | 3,441 | $131 | 03/31/2024 | Principal Securities Inc. | 2,100 | $77 | 12/31/2023 | DSEP | 2,100 | $77 | 12/31/2023 | UBS Group AG | 1,909 | $70 | 12/31/2023 | DSEP | 1,909 | $70 | 12/31/2023 | LM Advisors LLC | 1,630 | $59 | 12/31/2023 | DSEP | 1,630 | $59 | 12/31/2023 | Castleview Partners LLC | 1,548 | $56 | 12/31/2023 | DSEP | 1,548 | $56 | 12/31/2023 | Hartford Financial Management Inc. | 937 | $36 | 03/31/2024 | DSEP | 937 | $36 | 03/31/2024 | IFP Advisors Inc | 965 | $35 | 12/31/2023 | DSEP | 965 | $35 | 12/31/2023 | Creative Financial Designs Inc. ADV | 894 | $33 | 12/31/2023 | DSEP | 894 | $33 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 810 | $30 | 12/31/2023 | DSEP | 810 | $30 | 12/31/2023 | NBC Securities Inc. | 729 | $27 | 03/31/2024 | DSEP | 729 | $27 | 03/31/2024 | Royal Bank of Canada | 437 | $16 | 12/31/2023 | DSEP | 437 | $16 | 12/31/2023 | AdvisorNet Financial Inc | 200 | $8 | 03/31/2024 | DSEP | 200 | $8 | 03/31/2024 |
See Summary: Institutional Holders of DSEP
See Details: Top 10 Hedge Funds Holding DSEP
Also See: DSEP Holdings Changes
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