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Institutional Holders of DISV

There is a long list of 227 institutional holders of DISV 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 DISV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DISV table below, the initial column indicates the name of each top institutional holder of DISV, with a link to that fund's top holdings. The next columns indicate the amount of DISV stock held by each of the institutional holders of DISV, followed by the DISV 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
Merriman Wealth Management LLC7,770,241$200,356 12/31/2023
     DISV7,770,241$200,356 12/31/2023
Forum Financial Management LP6,621,270$170,729 12/31/2023
     DISV6,621,270$170,729 12/31/2023
Buckingham Strategic Wealth LLC2,109,574$54,395 12/31/2023
     DISV2,109,574$54,395 12/31/2023
Jane Street Group LLC1,719,674$44,342 12/31/2023
     DISV1,719,674$44,342 12/31/2023
Ritholtz Wealth Management1,293,654$35,174 03/31/2024
     DISV1,293,654$35,174 03/31/2024
HighTower Advisors LLC1,119,082$30,407 03/31/2024
     DISV1,119,082$30,407 03/31/2024
Asset Dedication LLC1,068,265$29,054 03/31/2024
     DISV1,068,265$29,054 03/31/2024
CI Private Wealth LLC955,732$24,644 12/31/2023
     DISV955,732$24,644 12/31/2023
Evanson Asset Management LLC845,459$22,988 03/31/2024
     DISV845,459$22,988 03/31/2024
Planning Center Inc.808,480$21,983 03/31/2024
     DISV808,480$21,983 03/31/2024
DiNuzzo Private Wealth Inc.767,934$20,880 03/31/2024
     DISV767,934$20,880 03/31/2024
Abacus Wealth Partners LLC713,219$19,392 03/31/2024
     DISV713,219$19,392 03/31/2024
Wealth Enhancement Advisory Services LLC648,697$17,638 03/31/2024
     DISV648,697$17,638 03/31/2024
Cerity Partners LLC645,317$16,640 12/31/2023
     DISV645,317$16,640 12/31/2023
Miramar Fiduciary Corp635,707$16,392 12/31/2023
     DISV635,707$16,392 12/31/2023
Buckingham Strategic Partners621,291$16,020 12/31/2023
     DISV621,291$16,020 12/31/2023
Integris Wealth Management LLC567,638$15,434 03/31/2024
     DISV567,638$15,434 03/31/2024
Monograph Wealth Advisors LLC591,365$15,248 12/31/2023
     DISV591,365$15,248 12/31/2023
Bank of Montreal Can531,711$13,723 12/31/2023
     DISV531,711$13,723 12/31/2023
Creative Planning524,407$13,522 12/31/2023
     DISV524,407$13,522 12/31/2023
Relative Value Partners Group LLC478,628$12,341 12/31/2023
     DISV478,628$12,341 12/31/2023
Private Wealth Management Group LLC447,220$12,160 03/31/2024
     DISV447,220$12,160 03/31/2024
Callan Capital LLC438,472$11,922 03/31/2024
     DISV438,472$11,922 03/31/2024
M Holdings Securities Inc.423,726$10,926 12/31/2023
     DISV423,726$10,926 12/31/2023
MB Generational Wealth LLC408,150$10,524 12/31/2023
     DISV408,150$10,524 12/31/2023
Quantum Financial Advisors LLC384,061$10,443 03/31/2024
     DISV384,061$10,443 03/31/2024
Hill Investment Group Partners LLC400,486$10,327 12/31/2023
     DISV400,486$10,327 12/31/2023
BKD Wealth Advisors LLC359,119$9,764 03/31/2024
     DISV359,119$9,764 03/31/2024
Savant Capital LLC358,467$9,747 03/31/2024
     DISV358,467$9,747 03/31/2024
Jackson Thornton Asset Management LLC371,018$9,567 12/31/2023
     DISV371,018$9,567 12/31/2023
Mercer Global Advisors Inc. ADV358,206$9,236 12/31/2023
     DISV358,206$9,236 12/31/2023
Keb Asset Management LLC328,157$8,923 03/31/2024
     DISV328,157$8,923 03/31/2024
Baker Ellis Asset Management LLC326,373$8,874 03/31/2024
     DISV326,373$8,874 03/31/2024
Bridgeworth LLC340,592$8,782 12/31/2023
     DISV340,592$8,782 12/31/2023
Equita Financial Network Inc.313,637$8,528 03/31/2024
     DISV313,637$8,528 03/31/2024
Rather & Kittrell Inc.313,608$8,527 03/31/2024
     DISV313,608$8,527 03/31/2024
Seaside Wealth Management Inc.304,855$8,289 03/31/2024
     DISV304,855$8,289 03/31/2024
Beacon Pointe Advisors LLC296,827$7,654 12/31/2023
     DISV296,827$7,654 12/31/2023
Exencial Wealth Advisors LLC289,940$7,476 12/31/2023
     DISV289,940$7,476 12/31/2023
Keyes Stange & Wooten Wealth Management LLC266,447$7,245 03/31/2024
     DISV266,447$7,245 03/31/2024
Pathstone Holdings LLC275,854$7,113 12/31/2023
     DISV275,854$7,113 12/31/2023
Krilogy Financial LLC254,667$6,924 03/31/2024
     DISV254,667$6,924 03/31/2024
Vestmark Advisory Solutions Inc.263,218$6,787 12/31/2023
     DISV263,218$6,787 12/31/2023
Index Fund Advisors Inc.257,644$6,643 12/31/2023
     DISV257,644$6,643 12/31/2023
Pacific Sage Partners LLC238,207$6,477 03/31/2024
     DISV238,207$6,477 03/31/2024
Financial Architects LLC236,045$6,418 03/31/2024
     DISV236,045$6,418 03/31/2024
Hassell Wealth Management LLC230,927$6,221 03/31/2024
     DISV230,927$6,221 03/31/2024
Shotwell Rutter Baer Inc220,279$6,051 03/31/2024
     DISV220,279$6,051 03/31/2024
Schoolcraft Capital LLC197,320$5,365 03/31/2024
     DISV197,320$5,365 03/31/2024
Chicago Partners Investment Group LLC198,577$5,350 03/31/2024
     DISV198,577$5,350 03/31/2024

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

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