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Institutional Holders of DFE

There is a long list of 62 institutional holders of DFE 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 DFE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFE table below, the initial column indicates the name of each top institutional holder of DFE, with a link to that fund's top holdings. The next columns indicate the amount of DFE stock held by each of the institutional holders of DFE, followed by the DFE 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
Courier Capital LLC205,462$12,276 03/31/2024
     DFE205,462$12,276 03/31/2024
Morgan Stanley184,434$10,998 12/31/2023
     DFE184,434$10,998 12/31/2023
UBS Group AG109,671$6,540 12/31/2023
     DFE109,671$6,540 12/31/2023
Jane Street Group LLC75,117$4,479 12/31/2023
     DFE75,117$4,479 12/31/2023
Susquehanna International Group LLP39,476$2,354 12/31/2023
     DFE39,476$2,354 12/31/2023
Bank of America Corp DE37,427$2,232 12/31/2023
     DFE37,427$2,232 12/31/2023
Vontobel Holding Ltd.35,257$2,102 12/31/2023
     DFE35,257$2,102 12/31/2023
Raymond James & Associates23,862$1,426 03/31/2024
     DFE23,862$1,426 03/31/2024
Advisor Group Holdings Inc.20,661$1,232 12/31/2023
     DFE20,661$1,232 12/31/2023
Commonwealth Equity Services LLC19,137$1,141 12/31/2023
     DFE19,137$1,141 12/31/2023
Conservest Capital Advisors Inc.14,903$889 12/31/2023
     DFE14,903$889 12/31/2023
Financial Planning & Information Services Inc.14,915$889 12/31/2023
     DFE14,915$889 12/31/2023
Wells Fargo & Company MN13,431$801 12/31/2023
     DFE13,431$801 12/31/2023
Baird Financial Group Inc.12,962$773 12/31/2023
     DFE12,962$773 12/31/2023
Virtus Family Office LLC11,277$673 12/31/2023
     DFE11,277$673 12/31/2023
LPL Financial LLC10,329$616 12/31/2023
     DFE10,329$616 12/31/2023
Hedges Asset Management LLC10,000$597 03/31/2024
     DFE10,000$597 03/31/2024
CI Private Wealth LLC9,628$574 12/31/2023
     DFE9,628$574 12/31/2023
Sovereign Financial Group Inc.8,898$532 03/31/2024
     DFE8,898$532 03/31/2024
Cambridge Investment Research Advisors Inc.7,168$428 03/31/2024
     DFE7,168$428 03/31/2024
Stratos Wealth Partners LTD.6,742$403 03/31/2024
     DFE6,742$403 03/31/2024
Financial Perspectives Inc5,656$338 03/31/2024
     DFE5,656$338 03/31/2024
TFG Advisers LLC4,699$280 12/31/2023
     DFE4,699$280 12/31/2023
Advisory Services Network LLC4,180$249 12/31/2023
     DFE4,180$249 12/31/2023
St. Louis Trust Co3,970$237 12/31/2023
     DFE3,970$237 12/31/2023
Bank of New York Mellon Corp3,931$235 03/31/2024
     DFE3,931$235 03/31/2024
Envestnet Asset Management Inc.3,814$227 12/31/2023
     DFE3,814$227 12/31/2023
Ameriprise Financial Inc.3,757$224 12/31/2023
     DFE3,757$224 12/31/2023
Royal Bank of Canada3,441$205 12/31/2023
     DFE3,441$205 12/31/2023
FinTrust Capital Advisors LLC2,500$149 12/31/2023
     DFE2,500$149 12/31/2023
JPMorgan Chase & Co.1,731$103 12/31/2023
     DFE1,731$103 12/31/2023
Comerica Bank1,679$100 12/31/2023
     DFE1,679$100 12/31/2023
Harbor Investment Advisory LLC1,270$76 03/31/2024
     DFE1,270$76 03/31/2024
Migdal Insurance & Financial Holdings Ltd.1,248$74 12/31/2023
     DFE1,248$74 12/31/2023
The PNC Financial Services Group Inc.1,134$68 12/31/2023
     DFE1,134$68 12/31/2023
TD Waterhouse Canada Inc.1,125$67 12/31/2023
     DFE1,125$67 12/31/2023
Capital Investment Advisory Services LLC700$42 03/31/2024
     DFE700$42 03/31/2024
National Bank of Canada FI625$37 12/31/2023
     DFE625$37 12/31/2023
Bank of Montreal Can395$24 12/31/2023
     DFE395$24 12/31/2023
Sunbelt Securities Inc.360$22 03/31/2024
     DFE360$22 03/31/2024
CWM LLC300$18 03/31/2024
     DFE300$18 03/31/2024
Spire Wealth Management265$16 03/31/2024
     DFE265$16 03/31/2024
WealthShield Partners LLC244$15 12/31/2023
     DFE244$15 12/31/2023
Founders Financial Alliance LLC193$12 12/31/2023
     DFE193$12 12/31/2023
Tower Research Capital LLC TRC 134$8 12/31/2023
     DFE134$8 12/31/2023
Coppell Advisory Solutions LLC130$8 12/31/2023
     DFE130$8 12/31/2023
Blair William & Co. IL95$6 12/31/2023
     DFE95$6 12/31/2023
Whittier Trust Co.95$6 12/31/2023
     DFE95$6 12/31/2023
GWM Advisors LLC100$6 12/31/2023
     DFE100$6 12/31/2023
Allworth Financial LP83$5 03/31/2024
     DFE83$5 03/31/2024

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

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