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Institutional Holders of FDIS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.1,249,896$98,667 12/31/2023
     FDIS1,249,896$98,667 12/31/2023
Lido Advisors LLC1,234,402$97,444 12/31/2023
     FDIS1,234,402$97,444 12/31/2023
AE Wealth Management LLC226,178$17,314 12/31/2023
     FDIS226,178$17,314 12/31/2023
Commonwealth Equity Services LLC206,787$16,324 12/31/2023
     FDIS206,787$16,324 12/31/2023
Monumental Financial Group Inc.183,655$15,148 03/31/2024
     FDIS183,655$15,148 03/31/2024
Vicus Capital177,280$14,622 03/31/2024
     FDIS177,280$14,622 03/31/2024
Bank of America Corp DE155,933$12,309 12/31/2023
     FDIS155,933$12,309 12/31/2023
Morgan Stanley125,759$9,927 12/31/2023
     FDIS125,759$9,927 12/31/2023
Envestnet Asset Management Inc.124,925$9,862 12/31/2023
     FDIS124,925$9,862 12/31/2023
RWM Asset Management LLC105,986$8,742 03/31/2024
     FDIS105,986$8,742 03/31/2024
Fisher Asset Management LLC107,061$8,451 12/31/2023
     FDIS107,061$8,451 12/31/2023
AGF Management Ltd.93,285$7,364 12/31/2023
     FDIS93,285$7,364 12/31/2023
HighTower Advisors LLC90,519$7,140 12/31/2023
     FDIS90,519$7,140 12/31/2023
Advisor Group Holdings Inc.89,622$7,084 12/31/2023
     FDIS89,622$7,084 12/31/2023
LPL Financial LLC89,123$7,035 12/31/2023
     FDIS89,123$7,035 12/31/2023
Atlas Capital Advisors LLC84,566$6,975 03/31/2024
     FDIS84,566$6,975 03/31/2024
Stifel Financial Corp57,214$4,516 12/31/2023
     FDIS57,214$4,516 12/31/2023
Beaumont Capital Management LLC56,905$4,492 12/31/2023
     FDIS56,905$4,492 12/31/2023
Creative Financial Designs Inc. ADV54,141$4,274 12/31/2023
     FDIS54,141$4,274 12/31/2023
Mariner LLC51,626$4,075 12/31/2023
     FDIS51,626$4,075 12/31/2023
SFI Advisors LLC51,222$4,043 12/31/2023
     FDIS51,222$4,043 12/31/2023
KCM Investment Advisors LLC50,407$3,979 12/31/2023
     FDIS50,407$3,979 12/31/2023
Northwestern Mutual Wealth Management Co.49,324$3,894 12/31/2023
     FDIS49,324$3,894 12/31/2023
Brookstone Capital Management45,924$3,788 03/31/2024
     FDIS45,924$3,788 03/31/2024
JPMorgan Chase & Co.45,920$3,625 12/31/2023
     FDIS45,920$3,625 12/31/2023
Kestra Advisory Services LLC41,237$3,255 12/31/2023
     FDIS41,237$3,255 12/31/2023
Adviser Investments LLC40,524$3,199 12/31/2023
     FDIS40,524$3,199 12/31/2023
Lincoln National Corp37,476$2,958 12/31/2023
     FDIS37,476$2,958 12/31/2023
Cambridge Investment Research Advisors Inc.34,757$2,867 03/31/2024
     FDIS34,757$2,867 03/31/2024
Yoder Wealth Management Inc.34,743$2,866 03/31/2024
     FDIS34,743$2,866 03/31/2024
Susquehanna International Group LLP35,233$2,781 12/31/2023
     FDIS35,233$2,781 12/31/2023
Atria Wealth Solutions Inc.34,503$2,724 12/31/2023
     FDIS34,503$2,724 12/31/2023
Exchange Capital Management Inc.32,200$2,656 03/31/2024
     FDIS32,200$2,656 03/31/2024
Advisory Services Network LLC33,109$2,614 12/31/2023
     FDIS33,109$2,614 12/31/2023
Rockefeller Capital Management L.P.31,674$2,500 12/31/2023
     FDIS31,674$2,500 12/31/2023
Maltin Wealth Management Inc.29,806$2,458 03/31/2024
     FDIS29,806$2,458 03/31/2024
Orion Portfolio Solutions LLC27,415$2,122 12/31/2023
     FDIS27,415$2,122 12/31/2023
FMR LLC26,256$2,073 12/31/2023
     FDIS26,256$2,073 12/31/2023
Janney Montgomery Scott LLC25,047$1,977 12/31/2023
     FDIS25,047$1,977 12/31/2023
Chevy Chase Trust Holdings Inc.24,859$1,962 12/31/2023
     FDIS24,859$1,962 12/31/2023
CX Institutional23,095$1,905 03/31/2024
     FDIS23,095$1,905 03/31/2024
Penobscot Wealth Management23,909$1,887 12/31/2023
     FDIS23,909$1,887 12/31/2023
EP Wealth Advisors LLC23,382$1,846 12/31/2023
     FDIS23,382$1,846 12/31/2023
Smith Salley & Associates23,247$1,835 12/31/2023
     FDIS23,247$1,835 12/31/2023
Marshall Wace LLP21,372$1,687 12/31/2023
     FDIS21,372$1,687 12/31/2023
Raymond James & Associates19,413$1,601 03/31/2024
     FDIS19,413$1,601 03/31/2024
UBS Group AG20,170$1,592 12/31/2023
     FDIS20,170$1,592 12/31/2023
Cetera Advisor Networks LLC19,995$1,578 12/31/2023
     FDIS19,995$1,578 12/31/2023
Kestra Private Wealth Services LLC19,942$1,574 12/31/2023
     FDIS19,942$1,574 12/31/2023
J.W. Cole Advisors Inc.19,264$1,521 12/31/2023
     FDIS19,264$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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