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There is a long list of 185 institutional holders of FDIS 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 FDIS by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FDIS table below,
the initial column indicates the name of each top institutional holder of FDIS, with a link to that fund's top holdings. The next columns
indicate the amount of FDIS stock held by each of the institutional holders of FDIS, followed by the FDIS 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 |
Charles Schwab Investment Management Inc. | 1,249,896 | $98,667 | 12/31/2023 | FDIS | 1,249,896 | $98,667 | 12/31/2023 | Lido Advisors LLC | 1,234,402 | $97,444 | 12/31/2023 | FDIS | 1,234,402 | $97,444 | 12/31/2023 | AE Wealth Management LLC | 226,178 | $17,314 | 12/31/2023 | FDIS | 226,178 | $17,314 | 12/31/2023 | Commonwealth Equity Services LLC | 206,787 | $16,324 | 12/31/2023 | FDIS | 206,787 | $16,324 | 12/31/2023 | Monumental Financial Group Inc. | 183,655 | $15,148 | 03/31/2024 | FDIS | 183,655 | $15,148 | 03/31/2024 | Vicus Capital | 177,280 | $14,622 | 03/31/2024 | FDIS | 177,280 | $14,622 | 03/31/2024 | Bank of America Corp DE | 155,933 | $12,309 | 12/31/2023 | FDIS | 155,933 | $12,309 | 12/31/2023 | Morgan Stanley | 125,759 | $9,927 | 12/31/2023 | FDIS | 125,759 | $9,927 | 12/31/2023 | Envestnet Asset Management Inc. | 124,925 | $9,862 | 12/31/2023 | FDIS | 124,925 | $9,862 | 12/31/2023 | RWM Asset Management LLC | 105,986 | $8,742 | 03/31/2024 | FDIS | 105,986 | $8,742 | 03/31/2024 | Fisher Asset Management LLC | 107,061 | $8,451 | 12/31/2023 | FDIS | 107,061 | $8,451 | 12/31/2023 | AGF Management Ltd. | 93,285 | $7,364 | 12/31/2023 | FDIS | 93,285 | $7,364 | 12/31/2023 | HighTower Advisors LLC | 90,519 | $7,140 | 12/31/2023 | FDIS | 90,519 | $7,140 | 12/31/2023 | Advisor Group Holdings Inc. | 89,622 | $7,084 | 12/31/2023 | FDIS | 89,622 | $7,084 | 12/31/2023 | LPL Financial LLC | 89,123 | $7,035 | 12/31/2023 | FDIS | 89,123 | $7,035 | 12/31/2023 | Atlas Capital Advisors LLC | 84,566 | $6,975 | 03/31/2024 | FDIS | 84,566 | $6,975 | 03/31/2024 | Stifel Financial Corp | 57,214 | $4,516 | 12/31/2023 | FDIS | 57,214 | $4,516 | 12/31/2023 | Beaumont Capital Management LLC | 56,905 | $4,492 | 12/31/2023 | FDIS | 56,905 | $4,492 | 12/31/2023 | Creative Financial Designs Inc. ADV | 54,141 | $4,274 | 12/31/2023 | FDIS | 54,141 | $4,274 | 12/31/2023 | Mariner LLC | 51,626 | $4,075 | 12/31/2023 | FDIS | 51,626 | $4,075 | 12/31/2023 | SFI Advisors LLC | 51,222 | $4,043 | 12/31/2023 | FDIS | 51,222 | $4,043 | 12/31/2023 | KCM Investment Advisors LLC | 50,407 | $3,979 | 12/31/2023 | FDIS | 50,407 | $3,979 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 49,324 | $3,894 | 12/31/2023 | FDIS | 49,324 | $3,894 | 12/31/2023 | Brookstone Capital Management | 45,924 | $3,788 | 03/31/2024 | FDIS | 45,924 | $3,788 | 03/31/2024 | JPMorgan Chase & Co. | 45,920 | $3,625 | 12/31/2023 | FDIS | 45,920 | $3,625 | 12/31/2023 | Kestra Advisory Services LLC | 41,237 | $3,255 | 12/31/2023 | FDIS | 41,237 | $3,255 | 12/31/2023 | Adviser Investments LLC | 40,524 | $3,199 | 12/31/2023 | FDIS | 40,524 | $3,199 | 12/31/2023 | Lincoln National Corp | 37,476 | $2,958 | 12/31/2023 | FDIS | 37,476 | $2,958 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 34,757 | $2,867 | 03/31/2024 | FDIS | 34,757 | $2,867 | 03/31/2024 | Yoder Wealth Management Inc. | 34,743 | $2,866 | 03/31/2024 | FDIS | 34,743 | $2,866 | 03/31/2024 | Susquehanna International Group LLP | 35,233 | $2,781 | 12/31/2023 | FDIS | 35,233 | $2,781 | 12/31/2023 | Atria Wealth Solutions Inc. | 34,503 | $2,724 | 12/31/2023 | FDIS | 34,503 | $2,724 | 12/31/2023 | Exchange Capital Management Inc. | 32,200 | $2,656 | 03/31/2024 | FDIS | 32,200 | $2,656 | 03/31/2024 | Advisory Services Network LLC | 33,109 | $2,614 | 12/31/2023 | FDIS | 33,109 | $2,614 | 12/31/2023 | Rockefeller Capital Management L.P. | 31,674 | $2,500 | 12/31/2023 | FDIS | 31,674 | $2,500 | 12/31/2023 | Maltin Wealth Management Inc. | 29,806 | $2,458 | 03/31/2024 | FDIS | 29,806 | $2,458 | 03/31/2024 | Orion Portfolio Solutions LLC | 27,415 | $2,122 | 12/31/2023 | FDIS | 27,415 | $2,122 | 12/31/2023 | FMR LLC | 26,256 | $2,073 | 12/31/2023 | FDIS | 26,256 | $2,073 | 12/31/2023 | Janney Montgomery Scott LLC | 25,047 | $1,977 | 12/31/2023 | FDIS | 25,047 | $1,977 | 12/31/2023 | Chevy Chase Trust Holdings Inc. | 24,859 | $1,962 | 12/31/2023 | FDIS | 24,859 | $1,962 | 12/31/2023 | CX Institutional | 23,095 | $1,905 | 03/31/2024 | FDIS | 23,095 | $1,905 | 03/31/2024 | Penobscot Wealth Management | 23,909 | $1,887 | 12/31/2023 | FDIS | 23,909 | $1,887 | 12/31/2023 | EP Wealth Advisors LLC | 23,382 | $1,846 | 12/31/2023 | FDIS | 23,382 | $1,846 | 12/31/2023 | Smith Salley & Associates | 23,247 | $1,835 | 12/31/2023 | FDIS | 23,247 | $1,835 | 12/31/2023 | Marshall Wace LLP | 21,372 | $1,687 | 12/31/2023 | FDIS | 21,372 | $1,687 | 12/31/2023 | Raymond James & Associates | 19,413 | $1,601 | 03/31/2024 | FDIS | 19,413 | $1,601 | 03/31/2024 | UBS Group AG | 20,170 | $1,592 | 12/31/2023 | FDIS | 20,170 | $1,592 | 12/31/2023 | Cetera Advisor Networks LLC | 19,995 | $1,578 | 12/31/2023 | FDIS | 19,995 | $1,578 | 12/31/2023 | Kestra Private Wealth Services LLC | 19,942 | $1,574 | 12/31/2023 | FDIS | 19,942 | $1,574 | 12/31/2023 | J.W. Cole Advisors Inc. | 19,264 | $1,521 | 12/31/2023 | FDIS | 19,264 | $1,521 | 12/31/2023 |
See All: Funds Holding FDIS
See Details: Top 10 Hedge Funds Holding FDIS
Also See: FDIS Holdings Changes
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