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Institutional Holders of DSEP

There is a long list of 62 institutional holders of DSEP 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 DSEP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DSEP table below, the initial column indicates the name of each top institutional holder of DSEP, with a link to that fund's top holdings. The next columns indicate the amount of DSEP stock held by each of the institutional holders of DSEP, followed by the DSEP 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
Envestnet Asset Management Inc.167,117$6,088 12/31/2023
     DSEP167,117$6,088 12/31/2023
AE Wealth Management LLC141,730$5,243 12/31/2023
     DSEP141,730$5,243 12/31/2023
Kestra Advisory Services LLC126,106$4,594 12/31/2023
     DSEP126,106$4,594 12/31/2023
Advisor Group Holdings Inc.111,434$4,060 12/31/2023
     DSEP111,434$4,060 12/31/2023
Commonwealth Equity Services LLC90,925$3,313 12/31/2023
     DSEP90,925$3,313 12/31/2023
CWM LLC85,716$3,273 03/31/2024
     DSEP85,716$3,273 03/31/2024
Truist Financial Corp78,971$2,877 12/31/2023
     DSEP78,971$2,877 12/31/2023
Ogorek Anthony Joseph NY ADV67,722$2,467 12/31/2023
     DSEP67,722$2,467 12/31/2023
Cetera Advisor Networks LLC49,967$1,820 12/31/2023
     DSEP49,967$1,820 12/31/2023
Cambridge Investment Research Advisors Inc.42,620$1,627 03/31/2024
     DSEP42,620$1,627 03/31/2024
Ignite Planners LLC39,816$1,519 03/31/2024
     DSEP39,816$1,519 03/31/2024
LPL Financial LLC34,541$1,258 12/31/2023
     DSEP34,541$1,258 12/31/2023
Rockefeller Capital Management L.P.34,404$1,253 12/31/2023
     DSEP34,404$1,253 12/31/2023
Prosperity Consulting Group LLC32,914$1,199 12/31/2023
     DSEP32,914$1,199 12/31/2023
Signal Advisors Wealth LLC31,064$1,186 03/31/2024
     DSEP31,064$1,186 03/31/2024
Harbour Investments Inc.32,496$1,184 12/31/2023
     DSEP32,496$1,184 12/31/2023
Mutual Advisors LLC32,258$1,175 12/31/2023
     DSEP32,258$1,175 12/31/2023
Cary Street Partners Investment Advisory LLC28,296$1,031 12/31/2023
     DSEP28,296$1,031 12/31/2023
Integrity Financial Corp WA27,820$1,014 12/31/2023
     DSEP27,820$1,014 12/31/2023
Raymond James & Associates25,888$989 03/31/2024
     DSEP25,888$989 03/31/2024
Prospera Financial Services Inc25,983$947 12/31/2023
     DSEP25,983$947 12/31/2023
Susquehanna International Group LLP25,210$918 12/31/2023
     DSEP25,210$918 12/31/2023
OLD Mission Capital LLC24,347$887 12/31/2023
     DSEP24,347$887 12/31/2023
Proequities Inc.22,328$813 12/31/2023
     DSEP22,328$813 12/31/2023
Onyx Bridge Wealth Group LLC21,251$774 12/31/2023
     DSEP21,251$774 12/31/2023
FSB Premier Wealth Management Inc.19,495$710 12/31/2023
     DSEP19,495$710 12/31/2023
Raymond James Financial Services Advisors Inc.17,208$657 03/31/2024
     DSEP17,208$657 03/31/2024
McKinley Carter Wealth Services Inc.16,934$647 03/31/2024
     DSEP16,934$647 03/31/2024
StoneX Group Inc.16,561$603 12/31/2023
     DSEP16,561$603 12/31/2023
Apollon Wealth Management LLC16,500$601 12/31/2023
     DSEP16,500$601 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,601$568 12/31/2023
     DSEP15,601$568 12/31/2023
Stratos Wealth Partners LTD.13,339$509 03/31/2024
     DSEP13,339$509 03/31/2024
Sloy Dahl & Holst LLC12,805$489 03/31/2024
     DSEP12,805$489 03/31/2024
Spire Wealth Management12,069$461 03/31/2024
     DSEP12,069$461 03/31/2024
Schulz Wealth LTD.11,483$438 03/31/2024
     DSEP11,483$438 03/31/2024
FinTrust Capital Advisors LLC10,975$400 12/31/2023
     DSEP10,975$400 12/31/2023
HBW Advisory Services LLC10,265$374 03/31/2024
     DSEP10,265$374 03/31/2024
Townsquare Capital LLC9,915$361 12/31/2023
     DSEP9,915$361 12/31/2023
Financial Guidance Group Inc.9,900$361 12/31/2023
     DSEP9,900$361 12/31/2023
Cetera Advisors LLC9,442$344 12/31/2023
     DSEP9,442$344 12/31/2023
MML Investors Services LLC9,028$329 12/31/2023
     DSEP9,028$329 12/31/2023
Wealth Group Ltd8,640$322 12/31/2023
     DSEP8,640$322 12/31/2023
Arbor Capital Management Inc. ADV8,822$319 12/31/2023
     DSEP8,822$319 12/31/2023
Advance Capital Management Inc.6,831$261 03/31/2024
     DSEP6,831$261 03/31/2024
Beacon Financial Group7,011$255 12/31/2023
     DSEP7,011$255 12/31/2023
HighTower Advisors LLC6,855$251 12/31/2023
     DSEP6,855$251 12/31/2023
DHJJ Financial Advisors Ltd.5,925$226 03/31/2024
     DSEP5,925$226 03/31/2024
Mariner LLC5,975$218 12/31/2023
     DSEP5,975$218 12/31/2023
GWM Advisors LLC5,585$203 12/31/2023
     DSEP5,585$203 12/31/2023
Avantax Advisory Services Inc.5,499$200 12/31/2023
     DSEP5,499$200 12/31/2023

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

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