Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree DDWM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of DDWM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC979,003$31,504 12/31/2023
     DDWM979,003$31,504 12/31/2023
Raymond James Financial Services Advisors Inc.877,919$30,026 03/31/2024
     DDWM877,919$30,026 03/31/2024
Fundamentun LLC495,460$16,945 03/31/2024
     DDWM495,460$16,945 03/31/2024
Exchange Capital Management Inc.480,374$16,429 03/31/2024
     DDWM480,374$16,429 03/31/2024
Stratos Wealth Advisors LLC320,898$10,975 03/31/2024
     DDWM320,898$10,975 03/31/2024
AE Wealth Management LLC285,269$9,153 12/31/2023
     DDWM285,269$9,153 12/31/2023
Raymond James & Associates209,096$7,151 03/31/2024
     DDWM209,096$7,151 03/31/2024
Cetera Advisors LLC220,918$7,109 12/31/2023
     DDWM220,918$7,109 12/31/2023
Bank of America Corp DE183,391$5,902 12/31/2023
     DDWM183,391$5,902 12/31/2023
Frazier Financial Advisors LLC136,148$4,381 12/31/2023
     DDWM136,148$4,381 12/31/2023
FFG Retirement Advisors LLC116,698$3,991 03/31/2024
     DDWM116,698$3,991 03/31/2024
Commonwealth Equity Services LLC94,986$3,249 03/31/2024
     DDWM94,986$3,249 03/31/2024
Morgan Stanley79,886$2,571 12/31/2023
     DDWM79,886$2,571 12/31/2023
Occidental Asset Management LLC71,385$2,441 03/31/2024
     DDWM71,385$2,441 03/31/2024
Rooted Wealth Advisors Inc.70,061$2,372 03/31/2024
     DDWM70,061$2,372 03/31/2024
CAPROCK Group Inc.63,417$2,169 03/31/2024
     DDWM63,417$2,169 03/31/2024
Kestra Advisory Services LLC58,493$1,882 12/31/2023
     DDWM58,493$1,882 12/31/2023
Atomi Financial Group Inc.56,505$1,818 12/31/2023
     DDWM56,505$1,818 12/31/2023
Harvest Investment Services LLC54,401$1,751 12/31/2023
     DDWM54,401$1,751 12/31/2023
Envestnet Asset Management Inc.52,086$1,676 12/31/2023
     DDWM52,086$1,676 12/31/2023
Citadel Advisors LLC50,424$1,623 12/31/2023
     DDWM50,424$1,623 12/31/2023
Moody National Bank Trust Division46,579$1,593 03/31/2024
     DDWM46,579$1,593 03/31/2024
Savant Capital LLC40,629$1,307 12/31/2023
     DDWM40,629$1,307 12/31/2023
1858 Wealth Management LLC36,717$1,182 03/31/2024
     DDWM36,717$1,182 03/31/2024
Geneos Wealth Management Inc.35,763$1,151 12/31/2023
     DDWM35,763$1,151 12/31/2023
Jane Street Group LLC31,085$1,000 12/31/2023
     DDWM31,085$1,000 12/31/2023
Lloyd Advisory Services LLC.26,727$914 03/31/2024
     DDWM26,727$914 03/31/2024
Midland Wealth Advisors LLC27,596$888 12/31/2023
     DDWM27,596$888 12/31/2023
UBS Group AG24,756$797 12/31/2023
     DDWM24,756$797 12/31/2023
Colony Group LLC21,926$706 12/31/2023
     DDWM21,926$706 12/31/2023
HF Advisory Group LLC19,134$654 03/31/2024
     DDWM19,134$654 03/31/2024
NBC Securities Inc.17,609$612 03/31/2024
     DDWM17,609$612 03/31/2024
Claro Advisors LLC17,817$609 03/31/2024
     DDWM17,817$609 03/31/2024
Private Advisor Group LLC15,781$508 12/31/2023
     DDWM15,781$508 12/31/2023
American Money Management LLC13,573$437 12/31/2023
     DDWM13,573$437 12/31/2023
Signal Advisors Wealth LLC11,041$378 03/31/2024
     DDWM11,041$378 03/31/2024
Apeiron RIA LLC10,596$362 03/31/2024
     DDWM10,596$362 03/31/2024
WESCAP Management Group Inc.10,946$352 12/31/2023
     DDWM10,946$352 12/31/2023
Beacon Financial Group10,277$331 12/31/2023
     DDWM10,277$331 12/31/2023
JPMorgan Chase & Co.10,011$322 12/31/2023
     DDWM10,011$322 12/31/2023
Modera Wealth Management LLC9,832$316 12/31/2023
     DDWM9,832$316 12/31/2023
Stratos Wealth Partners LTD.9,168$314 03/31/2024
     DDWM9,168$314 03/31/2024
Aspire Wealth Management Corp8,674$297 03/31/2024
     DDWM8,674$297 03/31/2024
Atria Wealth Solutions Inc.7,793$251 12/31/2023
     DDWM7,793$251 12/31/2023
Envestnet Portfolio Solutions Inc.7,793$251 12/31/2023
     DDWM7,793$251 12/31/2023
Kure Advisory LLC7,420$239 12/31/2023
     DDWM7,420$239 12/31/2023
Cambridge Investment Research Advisors Inc.6,907$236 03/31/2024
     DDWM6,907$236 03/31/2024
Ameriprise Financial Inc.7,200$232 12/31/2023
     DDWM7,200$232 12/31/2023
Equitable Holdings Inc.7,193$231 12/31/2023
     DDWM7,193$231 12/31/2023
Obsidian Personal Planning Solutions LLC6,317$203 12/31/2023
     DDWM6,317$203 12/31/2023

See All: Funds Holding DDWM
See Details: Top 10 Hedge Funds Holding DDWM
Also See: DDWM Holdings Changes

Institutional Holders of DDWM | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.