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Institutional Holders of DLN

There is a long list of 357 institutional holders of DLN 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 DLN by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DLN table below, the initial column indicates the name of each top institutional holder of DLN, with a link to that fund's top holdings. The next columns indicate the amount of DLN stock held by each of the institutional holders of DLN, followed by the DLN 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
The PNC Financial Services Group Inc.4,049,858$268,830 12/31/2023
     DLN4,049,858$268,830 12/31/2023
LPL Financial LLC3,271,872$217,187 12/31/2023
     DLN3,271,872$217,187 12/31/2023
Morgan Stanley2,767,005$183,674 12/31/2023
     DLN2,767,005$183,674 12/31/2023
Wade G W & Inc.2,094,288$139,019 12/31/2023
     DLN2,094,288$139,019 12/31/2023
Bank of America Corp DE1,524,723$101,211 12/31/2023
     DLN1,524,723$101,211 12/31/2023
Creative Planning1,482,559$98,412 12/31/2023
     DLN1,482,559$98,412 12/31/2023
Ameriprise Financial Inc.1,422,904$94,470 12/31/2023
     DLN1,422,904$94,470 12/31/2023
UBS Group AG1,328,558$88,190 12/31/2023
     DLN1,328,558$88,190 12/31/2023
Evercore Wealth Management LLC1,074,155$71,302 12/31/2023
     DLN1,074,155$71,302 12/31/2023
Commonwealth Equity Services LLC794,885$57,383 03/31/2024
     DLN794,885$57,383 03/31/2024
Great Valley Advisor Group Inc.727,535$48,294 12/31/2023
     DLN727,535$48,294 12/31/2023
Waterway Wealth Management LLC660,505$47,682 03/31/2024
     DLN660,505$47,682 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC673,519$44,708 12/31/2023
     DLN673,519$44,708 12/31/2023
Envestnet Asset Management Inc.608,689$40,405 12/31/2023
     DLN608,689$40,405 12/31/2023
Cambridge Investment Research Advisors Inc.530,411$38,290 03/31/2024
     DLN530,411$38,290 03/31/2024
Royal Bank of Canada555,460$36,872 12/31/2023
     DLN555,460$36,872 12/31/2023
Raymond James Financial Services Advisors Inc.490,261$35,392 03/31/2024
     DLN490,261$35,392 03/31/2024
Stratos Wealth Partners LTD.464,491$33,532 03/31/2024
     DLN464,491$33,532 03/31/2024
Wells Fargo & Company MN440,494$29,240 12/31/2023
     DLN440,494$29,240 12/31/2023
IAG Wealth Partners LLC389,773$28,138 03/31/2024
     DLN389,773$28,138 03/31/2024
JPMorgan Chase & Co.345,044$22,904 12/31/2023
     DLN345,044$22,904 12/31/2023
M Holdings Securities Inc.339,383$22,528 12/31/2023
     DLN339,383$22,528 12/31/2023
Rockefeller Capital Management L.P.335,904$22,297 12/31/2023
     DLN335,904$22,297 12/31/2023
Baird Financial Group Inc.324,023$21,509 12/31/2023
     DLN324,023$21,509 12/31/2023
Traverso Chambers Private Wealth Management LLC254,800$16,914 12/31/2023
     DLN254,800$16,914 12/31/2023
Fox Financial Inc252,599$16,768 12/31/2023
     DLN252,599$16,768 12/31/2023
Cetera Advisor Networks LLC250,191$16,608 12/31/2023
     DLN250,191$16,608 12/31/2023
Bristlecone Advisors LLC224,351$16,196 03/31/2024
     DLN224,351$16,196 03/31/2024
Goldman Sachs Group Inc.240,976$15,996 12/31/2023
     DLN240,976$15,996 12/31/2023
Revolve Wealth Partners LLC218,300$15,759 03/31/2024
     DLN218,300$15,759 03/31/2024
Private Advisor Group LLC231,896$15,394 12/31/2023
     DLN231,896$15,394 12/31/2023
Raymond James & Associates191,214$13,804 03/31/2024
     DLN191,214$13,804 03/31/2024
Advisor Group Holdings Inc.197,506$13,112 12/31/2023
     DLN197,506$13,112 12/31/2023
Steward Partners Investment Advisory LLC194,707$12,925 12/31/2023
     DLN194,707$12,925 12/31/2023
FIDELIS iM LLC171,898$12,409 03/31/2024
     DLN171,898$12,409 03/31/2024
HighTower Advisors LLC162,289$10,776 12/31/2023
     DLN162,289$10,776 12/31/2023
IFG Advisory LLC162,076$10,759 12/31/2023
     DLN162,076$10,759 12/31/2023
Main Street Financial Solutions LLC148,593$10,727 03/31/2024
     DLN148,593$10,727 03/31/2024
Wealth Enhancement Advisory Services LLC136,921$9,884 03/31/2024
     DLN136,921$9,884 03/31/2024
Lake Street Financial LLC136,224$9,834 03/31/2024
     DLN136,224$9,834 03/31/2024
Cetera Advisors LLC146,298$9,711 12/31/2023
     DLN146,298$9,711 12/31/2023
Graves Light Private Wealth Management Inc.139,257$9,244 12/31/2023
     DLN139,257$9,244 12/31/2023
Advisors Capital Management LLC134,883$8,954 12/31/2023
     DLN134,883$8,954 12/31/2023
Northwestern Mutual Wealth Management Co.123,551$8,201 12/31/2023
     DLN123,551$8,201 12/31/2023
Koshinski Asset Management Inc.113,709$7,548 12/31/2023
     DLN113,709$7,548 12/31/2023
CX Institutional102,500$7,400 03/31/2024
     DLN102,500$7,400 03/31/2024
Stratos Wealth Advisors LLC102,435$7,395 03/31/2024
     DLN102,435$7,395 03/31/2024
Almanack Investment Partners LLC.110,676$7,347 12/31/2023
     DLN110,676$7,347 12/31/2023
Moller Financial Services97,532$7,041 03/31/2024
     DLN97,532$7,041 03/31/2024
Kestra Advisory Services LLC104,893$6,963 12/31/2023
     DLN104,893$6,963 12/31/2023

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

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