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There is a long list of 63 institutional holders of DDWM within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DDWM by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DDWM table below,
the initial column indicates the name of each top institutional holder of DDWM, with a link to that fund's top holdings. The next columns
indicate the amount of DDWM stock held by each of the institutional holders of DDWM, followed by the DDWM position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 979,003 | $31,504 | 12/31/2023 | DDWM | 979,003 | $31,504 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 877,919 | $30,026 | 03/31/2024 | DDWM | 877,919 | $30,026 | 03/31/2024 | Fundamentun LLC | 495,460 | $16,945 | 03/31/2024 | DDWM | 495,460 | $16,945 | 03/31/2024 | Exchange Capital Management Inc. | 480,374 | $16,429 | 03/31/2024 | DDWM | 480,374 | $16,429 | 03/31/2024 | Stratos Wealth Advisors LLC | 320,898 | $10,975 | 03/31/2024 | DDWM | 320,898 | $10,975 | 03/31/2024 | AE Wealth Management LLC | 285,269 | $9,153 | 12/31/2023 | DDWM | 285,269 | $9,153 | 12/31/2023 | Raymond James & Associates | 209,096 | $7,151 | 03/31/2024 | DDWM | 209,096 | $7,151 | 03/31/2024 | Cetera Advisors LLC | 220,918 | $7,109 | 12/31/2023 | DDWM | 220,918 | $7,109 | 12/31/2023 | Bank of America Corp DE | 183,391 | $5,902 | 12/31/2023 | DDWM | 183,391 | $5,902 | 12/31/2023 | Frazier Financial Advisors LLC | 136,148 | $4,381 | 12/31/2023 | DDWM | 136,148 | $4,381 | 12/31/2023 | FFG Retirement Advisors LLC | 116,698 | $3,991 | 03/31/2024 | DDWM | 116,698 | $3,991 | 03/31/2024 | Commonwealth Equity Services LLC | 94,986 | $3,249 | 03/31/2024 | DDWM | 94,986 | $3,249 | 03/31/2024 | Morgan Stanley | 79,886 | $2,571 | 12/31/2023 | DDWM | 79,886 | $2,571 | 12/31/2023 | Occidental Asset Management LLC | 71,385 | $2,441 | 03/31/2024 | DDWM | 71,385 | $2,441 | 03/31/2024 | Rooted Wealth Advisors Inc. | 70,061 | $2,372 | 03/31/2024 | DDWM | 70,061 | $2,372 | 03/31/2024 | CAPROCK Group Inc. | 63,417 | $2,169 | 03/31/2024 | DDWM | 63,417 | $2,169 | 03/31/2024 | Kestra Advisory Services LLC | 58,493 | $1,882 | 12/31/2023 | DDWM | 58,493 | $1,882 | 12/31/2023 | Atomi Financial Group Inc. | 56,505 | $1,818 | 12/31/2023 | DDWM | 56,505 | $1,818 | 12/31/2023 | Harvest Investment Services LLC | 54,401 | $1,751 | 12/31/2023 | DDWM | 54,401 | $1,751 | 12/31/2023 | Envestnet Asset Management Inc. | 52,086 | $1,676 | 12/31/2023 | DDWM | 52,086 | $1,676 | 12/31/2023 | Citadel Advisors LLC | 50,424 | $1,623 | 12/31/2023 | DDWM | 50,424 | $1,623 | 12/31/2023 | Moody National Bank Trust Division | 46,579 | $1,593 | 03/31/2024 | DDWM | 46,579 | $1,593 | 03/31/2024 | Savant Capital LLC | 40,629 | $1,307 | 12/31/2023 | DDWM | 40,629 | $1,307 | 12/31/2023 | 1858 Wealth Management LLC | 36,717 | $1,182 | 03/31/2024 | DDWM | 36,717 | $1,182 | 03/31/2024 | Geneos Wealth Management Inc. | 35,763 | $1,151 | 12/31/2023 | DDWM | 35,763 | $1,151 | 12/31/2023 | Jane Street Group LLC | 31,085 | $1,000 | 12/31/2023 | DDWM | 31,085 | $1,000 | 12/31/2023 | Lloyd Advisory Services LLC. | 26,727 | $914 | 03/31/2024 | DDWM | 26,727 | $914 | 03/31/2024 | Midland Wealth Advisors LLC | 27,596 | $888 | 12/31/2023 | DDWM | 27,596 | $888 | 12/31/2023 | UBS Group AG | 24,756 | $797 | 12/31/2023 | DDWM | 24,756 | $797 | 12/31/2023 | Colony Group LLC | 21,926 | $706 | 12/31/2023 | DDWM | 21,926 | $706 | 12/31/2023 | HF Advisory Group LLC | 19,134 | $654 | 03/31/2024 | DDWM | 19,134 | $654 | 03/31/2024 | NBC Securities Inc. | 17,609 | $612 | 03/31/2024 | DDWM | 17,609 | $612 | 03/31/2024 | Claro Advisors LLC | 17,817 | $609 | 03/31/2024 | DDWM | 17,817 | $609 | 03/31/2024 | Private Advisor Group LLC | 15,781 | $508 | 12/31/2023 | DDWM | 15,781 | $508 | 12/31/2023 | American Money Management LLC | 13,573 | $437 | 12/31/2023 | DDWM | 13,573 | $437 | 12/31/2023 | Signal Advisors Wealth LLC | 11,041 | $378 | 03/31/2024 | DDWM | 11,041 | $378 | 03/31/2024 | Apeiron RIA LLC | 10,596 | $362 | 03/31/2024 | DDWM | 10,596 | $362 | 03/31/2024 | WESCAP Management Group Inc. | 10,946 | $352 | 12/31/2023 | DDWM | 10,946 | $352 | 12/31/2023 | Beacon Financial Group | 10,277 | $331 | 12/31/2023 | DDWM | 10,277 | $331 | 12/31/2023 | JPMorgan Chase & Co. | 10,011 | $322 | 12/31/2023 | DDWM | 10,011 | $322 | 12/31/2023 | Modera Wealth Management LLC | 9,832 | $316 | 12/31/2023 | DDWM | 9,832 | $316 | 12/31/2023 | Stratos Wealth Partners LTD. | 9,168 | $314 | 03/31/2024 | DDWM | 9,168 | $314 | 03/31/2024 | Aspire Wealth Management Corp | 8,674 | $297 | 03/31/2024 | DDWM | 8,674 | $297 | 03/31/2024 | Atria Wealth Solutions Inc. | 7,793 | $251 | 12/31/2023 | DDWM | 7,793 | $251 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 7,793 | $251 | 12/31/2023 | DDWM | 7,793 | $251 | 12/31/2023 | Kure Advisory LLC | 7,420 | $239 | 12/31/2023 | DDWM | 7,420 | $239 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 6,907 | $236 | 03/31/2024 | DDWM | 6,907 | $236 | 03/31/2024 | Ameriprise Financial Inc. | 7,200 | $232 | 12/31/2023 | DDWM | 7,200 | $232 | 12/31/2023 | Equitable Holdings Inc. | 7,193 | $231 | 12/31/2023 | DDWM | 7,193 | $231 | 12/31/2023 | Obsidian Personal Planning Solutions LLC | 6,317 | $203 | 12/31/2023 | DDWM | 6,317 | $203 | 12/31/2023 |
See All: Funds Holding DDWM
See Details: Top 10 Hedge Funds Holding DDWM
Also See: DDWM Holdings Changes
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