Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree DWX Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of DWX

There is a long list of 129 institutional holders of DWX 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 DWX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DWX table below, the initial column indicates the name of each top institutional holder of DWX, with a link to that fund's top holdings. The next columns indicate the amount of DWX stock held by each of the institutional holders of DWX, followed by the DWX 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
Morgan Stanley1,115,735$39,664 12/31/2023
     DWX1,115,735$39,664 12/31/2023
Bank of America Corp DE851,933$30,286 12/31/2023
     DWX851,933$30,286 12/31/2023
UBS Group AG734,149$26,099 12/31/2023
     DWX734,149$26,099 12/31/2023
Assetmark Inc.361,266$12,843 12/31/2023
     DWX361,266$12,843 12/31/2023
LPL Financial LLC359,917$12,795 12/31/2023
     DWX359,917$12,795 12/31/2023
Wells Fargo & Company MN294,463$10,468 12/31/2023
     DWX294,463$10,468 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management228,211$8,113 12/31/2023
     DWX228,211$8,113 12/31/2023
Commonwealth Equity Services LLC190,627$6,777 12/31/2023
     DWX190,627$6,777 12/31/2023
Envestnet Asset Management Inc.187,931$6,681 12/31/2023
     DWX187,931$6,681 12/31/2023
Allen Capital Group LLC153,339$5,390 03/31/2024
     DWX153,339$5,390 03/31/2024
Jane Street Group LLC139,914$4,974 12/31/2023
     DWX139,914$4,974 12/31/2023
Stifel Financial Corp138,173$4,912 12/31/2023
     DWX138,173$4,912 12/31/2023
Flow Traders U.S. LLC120,345$4,278 12/31/2023
     DWX120,345$4,278 12/31/2023
Royal Bank of Canada120,137$4,271 12/31/2023
     DWX120,137$4,271 12/31/2023
Concord Wealth Partners104,852$3,727 12/31/2023
     DWX104,852$3,727 12/31/2023
Susquehanna International Group LLP104,667$3,721 12/31/2023
     DWX104,667$3,721 12/31/2023
Kades & Cheifetz LLC84,701$3,011 12/31/2023
     DWX84,701$3,011 12/31/2023
Cetera Investment Advisers77,570$2,758 12/31/2023
     DWX77,570$2,758 12/31/2023
Mount Lucas Management LP69,314$2,464 12/31/2023
     DWX69,314$2,464 12/31/2023
Baker Avenue Asset Management LP66,527$2,365 12/31/2023
     DWX66,527$2,365 12/31/2023
OLD Mission Capital LLC63,872$2,271 12/31/2023
     DWX63,872$2,271 12/31/2023
WealthShield Partners LLC63,704$2,265 12/31/2023
     DWX63,704$2,265 12/31/2023
Northwestern Mutual Wealth Management Co.61,455$2,185 12/31/2023
     DWX61,455$2,185 12/31/2023
Mount Yale Investment Advisors LLC60,805$2,162 12/31/2023
     DWX60,805$2,162 12/31/2023
Janney Montgomery Scott LLC55,144$1,960 12/31/2023
     DWX55,144$1,960 12/31/2023
Private Advisor Group LLC53,648$1,906 12/31/2023
     DWX53,648$1,906 12/31/2023
Invesco Ltd.52,627$1,871 12/31/2023
     DWX52,627$1,871 12/31/2023
Advisor Group Holdings Inc.51,006$1,814 12/31/2023
     DWX51,006$1,814 12/31/2023
Parallel Advisors LLC45,791$1,628 12/31/2023
     DWX45,791$1,628 12/31/2023
1832 Asset Management L.P.42,270$1,503 12/31/2023
     DWX42,270$1,503 12/31/2023
MML Investors Services LLC41,200$1,465 12/31/2023
     DWX41,200$1,465 12/31/2023
Raymond James & Associates35,835$1,260 03/31/2024
     DWX35,835$1,260 03/31/2024
FDx Advisors Inc.31,833$1,132 12/31/2023
     DWX31,833$1,132 12/31/2023
Beverly Hills Private Wealth LLC31,326$1,114 12/31/2023
     DWX31,326$1,114 12/31/2023
Comerica Bank30,906$1,099 12/31/2023
     DWX30,906$1,099 12/31/2023
Cetera Advisor Networks LLC29,675$1,055 12/31/2023
     DWX29,675$1,055 12/31/2023
Mercer Global Advisors Inc. ADV28,524$1,014 12/31/2023
     DWX28,524$1,014 12/31/2023
JPMorgan Chase & Co.27,622$982 12/31/2023
     DWX27,622$982 12/31/2023
Eqis Capital Management Inc.27,379$973 12/31/2023
     DWX27,379$973 12/31/2023
Brandywine Oak Private Wealth LLC26,198$931 12/31/2023
     DWX26,198$931 12/31/2023
Key Financial Inc25,520$907 12/31/2023
     DWX25,520$907 12/31/2023
Heartwood Wealth Advisors LLC24,237$852 03/31/2024
     DWX24,237$852 03/31/2024
Dumont & Blake Investment Advisors LLC23,343$821 03/31/2024
     DWX23,343$821 03/31/2024
Citadel Advisors LLC23,009$818 12/31/2023
     DWX23,009$818 12/31/2023
HighTower Advisors LLC22,396$797 12/31/2023
     DWX22,396$797 12/31/2023
Cambridge Investment Research Advisors Inc.22,485$790 03/31/2024
     DWX22,485$790 03/31/2024
US Bancorp DE22,020$783 12/31/2023
     DWX22,020$783 12/31/2023
Truist Financial Corp20,985$746 12/31/2023
     DWX20,985$746 12/31/2023
McAdam LLC19,889$699 03/31/2024
     DWX19,889$699 03/31/2024
Novak & Powell Financial Services Inc.18,331$652 12/31/2023
     DWX18,331$652 12/31/2023

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

Institutional Holders of DWX | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.