|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Merriman Wealth Management LLC | 7,770,241 | $200,356 | 12/31/2023 | DISV | 7,770,241 | $200,356 | 12/31/2023 | Forum Financial Management LP | 6,621,270 | $170,729 | 12/31/2023 | DISV | 6,621,270 | $170,729 | 12/31/2023 | Buckingham Strategic Wealth LLC | 2,109,574 | $54,395 | 12/31/2023 | DISV | 2,109,574 | $54,395 | 12/31/2023 | Jane Street Group LLC | 1,719,674 | $44,342 | 12/31/2023 | DISV | 1,719,674 | $44,342 | 12/31/2023 | Ritholtz Wealth Management | 1,293,654 | $35,174 | 03/31/2024 | DISV | 1,293,654 | $35,174 | 03/31/2024 | HighTower Advisors LLC | 1,119,082 | $30,407 | 03/31/2024 | DISV | 1,119,082 | $30,407 | 03/31/2024 | Asset Dedication LLC | 1,068,265 | $29,054 | 03/31/2024 | DISV | 1,068,265 | $29,054 | 03/31/2024 | CI Private Wealth LLC | 955,732 | $24,644 | 12/31/2023 | DISV | 955,732 | $24,644 | 12/31/2023 | Evanson Asset Management LLC | 845,459 | $22,988 | 03/31/2024 | DISV | 845,459 | $22,988 | 03/31/2024 | Planning Center Inc. | 808,480 | $21,983 | 03/31/2024 | DISV | 808,480 | $21,983 | 03/31/2024 | DiNuzzo Private Wealth Inc. | 767,934 | $20,880 | 03/31/2024 | DISV | 767,934 | $20,880 | 03/31/2024 | Abacus Wealth Partners LLC | 713,219 | $19,392 | 03/31/2024 | DISV | 713,219 | $19,392 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 648,697 | $17,638 | 03/31/2024 | DISV | 648,697 | $17,638 | 03/31/2024 | Cerity Partners LLC | 645,317 | $16,640 | 12/31/2023 | DISV | 645,317 | $16,640 | 12/31/2023 | Miramar Fiduciary Corp | 635,707 | $16,392 | 12/31/2023 | DISV | 635,707 | $16,392 | 12/31/2023 | Buckingham Strategic Partners | 621,291 | $16,020 | 12/31/2023 | DISV | 621,291 | $16,020 | 12/31/2023 | Integris Wealth Management LLC | 567,638 | $15,434 | 03/31/2024 | DISV | 567,638 | $15,434 | 03/31/2024 | Monograph Wealth Advisors LLC | 591,365 | $15,248 | 12/31/2023 | DISV | 591,365 | $15,248 | 12/31/2023 | Bank of Montreal Can | 531,711 | $13,723 | 12/31/2023 | DISV | 531,711 | $13,723 | 12/31/2023 | Creative Planning | 524,407 | $13,522 | 12/31/2023 | DISV | 524,407 | $13,522 | 12/31/2023 | Relative Value Partners Group LLC | 478,628 | $12,341 | 12/31/2023 | DISV | 478,628 | $12,341 | 12/31/2023 | Private Wealth Management Group LLC | 447,220 | $12,160 | 03/31/2024 | DISV | 447,220 | $12,160 | 03/31/2024 | Callan Capital LLC | 438,472 | $11,922 | 03/31/2024 | DISV | 438,472 | $11,922 | 03/31/2024 | M Holdings Securities Inc. | 423,726 | $10,926 | 12/31/2023 | DISV | 423,726 | $10,926 | 12/31/2023 | MB Generational Wealth LLC | 408,150 | $10,524 | 12/31/2023 | DISV | 408,150 | $10,524 | 12/31/2023 | Quantum Financial Advisors LLC | 384,061 | $10,443 | 03/31/2024 | DISV | 384,061 | $10,443 | 03/31/2024 | Hill Investment Group Partners LLC | 400,486 | $10,327 | 12/31/2023 | DISV | 400,486 | $10,327 | 12/31/2023 | BKD Wealth Advisors LLC | 359,119 | $9,764 | 03/31/2024 | DISV | 359,119 | $9,764 | 03/31/2024 | Savant Capital LLC | 358,467 | $9,747 | 03/31/2024 | DISV | 358,467 | $9,747 | 03/31/2024 | Jackson Thornton Asset Management LLC | 371,018 | $9,567 | 12/31/2023 | DISV | 371,018 | $9,567 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 358,206 | $9,236 | 12/31/2023 | DISV | 358,206 | $9,236 | 12/31/2023 | Keb Asset Management LLC | 328,157 | $8,923 | 03/31/2024 | DISV | 328,157 | $8,923 | 03/31/2024 | Baker Ellis Asset Management LLC | 326,373 | $8,874 | 03/31/2024 | DISV | 326,373 | $8,874 | 03/31/2024 | Bridgeworth LLC | 340,592 | $8,782 | 12/31/2023 | DISV | 340,592 | $8,782 | 12/31/2023 | Equita Financial Network Inc. | 313,637 | $8,528 | 03/31/2024 | DISV | 313,637 | $8,528 | 03/31/2024 | Rather & Kittrell Inc. | 313,608 | $8,527 | 03/31/2024 | DISV | 313,608 | $8,527 | 03/31/2024 | Seaside Wealth Management Inc. | 304,855 | $8,289 | 03/31/2024 | DISV | 304,855 | $8,289 | 03/31/2024 | Beacon Pointe Advisors LLC | 296,827 | $7,654 | 12/31/2023 | DISV | 296,827 | $7,654 | 12/31/2023 | Exencial Wealth Advisors LLC | 289,940 | $7,476 | 12/31/2023 | DISV | 289,940 | $7,476 | 12/31/2023 | Keyes Stange & Wooten Wealth Management LLC | 266,447 | $7,245 | 03/31/2024 | DISV | 266,447 | $7,245 | 03/31/2024 | Pathstone Holdings LLC | 275,854 | $7,113 | 12/31/2023 | DISV | 275,854 | $7,113 | 12/31/2023 | Krilogy Financial LLC | 254,667 | $6,924 | 03/31/2024 | DISV | 254,667 | $6,924 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 263,218 | $6,787 | 12/31/2023 | DISV | 263,218 | $6,787 | 12/31/2023 | Index Fund Advisors Inc. | 257,644 | $6,643 | 12/31/2023 | DISV | 257,644 | $6,643 | 12/31/2023 | Pacific Sage Partners LLC | 238,207 | $6,477 | 03/31/2024 | DISV | 238,207 | $6,477 | 03/31/2024 | Financial Architects LLC | 236,045 | $6,418 | 03/31/2024 | DISV | 236,045 | $6,418 | 03/31/2024 | Hassell Wealth Management LLC | 230,927 | $6,221 | 03/31/2024 | DISV | 230,927 | $6,221 | 03/31/2024 | Shotwell Rutter Baer Inc | 220,279 | $6,051 | 03/31/2024 | DISV | 220,279 | $6,051 | 03/31/2024 | Schoolcraft Capital LLC | 197,320 | $5,365 | 03/31/2024 | DISV | 197,320 | $5,365 | 03/31/2024 | Chicago Partners Investment Group LLC | 198,577 | $5,350 | 03/31/2024 | DISV | 198,577 | $5,350 | 03/31/2024 |
See All: Funds Holding DISV
See Details: Top 10 Hedge Funds Holding DISV
Also See: DISV Holdings Changes
|
|