αAlphaSMO

Institutions Starting with "D" (390 funds)

390 institutions currently have names starting with "D", ranked below by AUM.

DF

Dimensional Fund Advisors LP

Total reported value

$481.4B

13,635 stks

2026-03-31

Concentration1.9
Portfolio Stability15.2
Sector conviction38.0
View detail
DB

Deutsche Bank Ag\

Total reported value

$302.7B

13,982 stks

2026-03-31

Concentration4.1
Portfolio Stability21.1
Sector conviction42.8
View detail
D&

Dodge & Cox

Total reported value

$182.0B

222 stks

2026-03-31

Concentration6.5
Portfolio Stability19.5
Sector conviction44.6
View detail
D. E. Shaw & Co., Inc.

D. E. Shaw & Co., Inc.

Total reported value

$166.3B

5,804 stks

2026-03-31

Concentration1.8
Portfolio Stability53.8
Sector conviction49.1
View detail
DB

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Total reported value

$112.7B

2,354 stks

2026-03-31

Concentration7.7
Portfolio Stability41.2
Sector conviction49.7
View detail
DD

DekaBank Deutsche Girozentrale

Total reported value

$60.6B

1,660 stks

2026-03-31

Concentration5.3
Portfolio Stability36.7
Sector conviction41.8
View detail
DB

Danske Bank A/s

Total reported value

$41.5B

2,101 stks

2026-03-31

Concentration8.5
Portfolio Stability17.6
Sector conviction72.6
View detail
DS

Daiwa Securities Group Inc.

Total reported value

$34.8B

1,642 stks

2026-03-31

Concentration9.1
Portfolio Stability27.7
Sector conviction63.6
View detail
DA

DNB Asset Management AS

Total reported value

$28.0B

1,235 stks

2026-03-31

Concentration8.9
Portfolio Stability24.1
Sector conviction59.5
View detail
DS

Davis Selected Advisers

Total reported value

$21.8B

112 stks

2026-03-31

Concentration13.1
Portfolio Stability22.8
Sector conviction49.5
View detail
D&

DAVENPORT & Co LLC

Total reported value

$18.4B

1,302 stks

2026-03-31

Concentration3.0
Portfolio Stability22.4
Sector conviction37.5
View detail
DD

D.a. Davidson & Co.

Total reported value

$16.5B

1,567 stks

2026-03-31

Concentration5.5
Portfolio Stability11.4
Sector conviction42.0
View detail
DH

Diamond Hill Capital Management INC

Total reported value

$16.0B

187 stks

2026-03-31

Concentration6.7
Portfolio Stability33.9
Sector conviction41.3
View detail
DC

Driehaus Capital Management LLC

Total reported value

$13.6B

356 stks

2026-03-31

Concentration2.8
Portfolio Stability64.6
Sector conviction59.8
View detail
DC

Daiwa Capital Markets America Inc.

Total reported value

$11.8B

1,135 stks

2013-12-31

Concentration12.6
Portfolio Stability0.0
Sector conviction64.2
View detail
DW

Dynasty Wealth Management, LLC

Total reported value

$11.5B

333 stks

2026-03-31

Concentration13.1
Portfolio Stability41.3
Sector conviction48.6
View detail
DC

D1 Capital Partners L.P.

Total reported value

$11.2B

44 stks

2026-03-31

Concentration12.8
Portfolio Stability67.2
Sector conviction48.2
View detail
DC

Durable Capital Partners LP

Total reported value

$9.7B

37 stks

2026-03-31

Concentration20.0
Portfolio Stability51.4
Sector conviction91.3
View detail
D&

Duff & Phelps Investment Management Co

Total reported value

$9.6B

249 stks

2026-03-31

Concentration6.8
Portfolio Stability15.8
Sector conviction100.0
View detail
DM

Deerfield Management Company, L.p.

Total reported value

$8.5B

82 stks

2026-03-31

Concentration24.1
Portfolio Stability30.0
Sector conviction100.0
View detail
DP

Degroof Petercam Asset Management

Total reported value

$8.3B

625 stks

2024-03-31

Concentration9.7
Portfolio Stability0.0
Sector conviction59.8
View detail
DL

Douglas Lane & Associates, LLC

Total reported value

$7.4B

250 stks

2026-06-30

Concentration5.2
Portfolio Stability15.5
Sector conviction36.5
View detail
DK

Davidson Kempner Capital Management LP

Total reported value

$7.3B

233 stks

2026-03-31

Concentration30.4
Portfolio Stability100.0
Sector conviction54.2
View detail
DS

DRW Securities, LLC

Total reported value

$7.2B

1,242 stks

2026-03-31

Concentration36.3
Portfolio Stability100.0
Sector conviction67.2
View detail
DE

Defiance ETFs, LLC

Total reported value

$7.0B

366 stks

2026-03-31

Concentration10.0
Portfolio Stability91.4
Sector conviction100.0
View detail
DT

Deep Track Capital, LP

Total reported value

$6.1B

63 stks

2026-03-31

Concentration24.9
Portfolio Stability40.0
Sector conviction100.0
View detail
DC

Dsm Capital Partners LLC

Total reported value

$5.7B

44 stks

2026-03-31

Concentration28.4
Portfolio Stability28.2
Sector conviction100.0
View detail
DR

Davis R M INC

Total reported value

$5.6B

274 stks

2026-03-31

Concentration9.0
Portfolio Stability11.0
Sector conviction47.0
View detail
DW

Diversify Wealth Management, LLC

Total reported value

$5.6B

1,174 stks

2026-03-31

Concentration4.2
Portfolio Stability93.4
Sector conviction71.7
View detail
DS

Donald Smith & Co., INC.

Total reported value

$5.6B

62 stks

2026-03-31

Concentration12.8
Portfolio Stability22.5
Sector conviction80.8
View detail
DW

Douglass Winthrop Advisors, LLC

Total reported value

$5.5B

303 stks

2026-03-31

Concentration12.1
Portfolio Stability19.9
Sector conviction44.3
View detail
DT

Diversified Trust Co

Total reported value

$5.4B

1,219 stks

2026-03-31

Concentration11.9
Portfolio Stability16.1
Sector conviction62.6
View detail
DP

Danica Pension, Livsforsikringsaktieselskab

Total reported value

$5.3B

166 stks

2026-03-31

Concentration9.4
Portfolio Stability74.3
Sector conviction66.5
View detail
DR

Deprince Race & Zollo INC

Total reported value

$5.3B

184 stks

2026-03-31

Concentration3.5
Portfolio Stability41.1
Sector conviction55.8
View detail
DD

Df Dent & Co INC

Total reported value

$5.2B

262 stks

2026-03-31

Concentration6.7
Portfolio Stability37.9
Sector conviction50.1
View detail
DK

Davidson Kempner Partners

Total reported value

$5.2B

368 stks

2023-03-31

Concentration7.8
Portfolio Stability0.0
Sector conviction37.6
View detail
DG

Disciplined Growth Investors INC /mn

Total reported value

$4.9B

61 stks

2026-03-31

Concentration13.8
Portfolio Stability23.7
Sector conviction100.0
View detail
DS

Drw Securities, L.l.c.

Total reported value

$4.7B

244 stks

2022-09-30

Concentration84.2
Portfolio Stability0.0
Sector conviction86.0
View detail
DC

Darsana Capital Partners LP

Total reported value

$4.7B

14 stks

2026-03-31

Concentration36.9
Portfolio Stability25.4
Sector conviction73.3
View detail
DW

Dakota Wealth Management

Total reported value

$4.6B

766 stks

2026-03-31

Concentration3.9
Portfolio Stability39.4
Sector conviction45.6
View detail
DK

DJE Kapital AG

Total reported value

$4.5B

113 stks

2026-03-31

Concentration11.7
Portfolio Stability96.5
Sector conviction41.9
View detail
DT

DV Trading LLC

Total reported value

$4.2B

460 stks

2026-03-31

Concentration35.8
Portfolio Stability67.7
Sector conviction95.2
View detail
DA

Donor Advised Charitable Giving, Inc.

Total reported value

$3.9B

32 stks

2026-03-31

Concentration100.0
Portfolio Stability12.8
Sector conviction100.0
View detail
DW

Destination Wealth Management

Total reported value

$3.9B

342 stks

2026-03-31

Concentration6.8
Portfolio Stability11.1
Sector conviction50.2
View detail
DG

Darwin Global Management, Ltd.

Total reported value

$3.8B

6 stks

2026-03-31

Concentration100.0
Portfolio Stability44.6
Sector conviction100.0
View detail
DC

Douglas C. Lane & Associates, Inc.

Total reported value

$3.7B

227 stks

2015-12-31

Concentration4.7
Portfolio Stability17.9
Sector conviction51.0
View detail
DL

Delta Lloyd Asset Management N.V.

Total reported value

$3.6B

436 stks

2017-06-30

Concentration3.2
Portfolio Stability0.0
Sector conviction48.9
View detail
DV

Deer VIII & Co. Ltd.

Total reported value

$3.6B

5 stks

2021-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DL

Dai-ichi Life Insurance Company, Ltd

Total reported value

$3.5B

464 stks

2026-03-31

Concentration5.7
Portfolio Stability21.6
Sector conviction48.4
View detail
DA

Davis Asset Management, L.P.

Total reported value

$3.5B

85 stks

2026-03-31

Concentration18.6
Portfolio Stability35.3
Sector conviction100.0
View detail
DF

Duquesne Family Office LLC

Total reported value

$3.4B

70 stks

2026-03-31

Concentration23.5
Portfolio Stability73.5
Sector conviction86.1
View detail
DI

Dana Investment Advisors, Inc.

Total reported value

$3.4B

556 stks

2026-03-31

Concentration4.0
Portfolio Stability22.1
Sector conviction46.3
View detail
DL

Delta Lloyd NV

Total reported value

$3.3B

426 stks

2017-03-31

Concentration3.5
Portfolio Stability20.2
Sector conviction49.5
View detail
DC

DME Capital Management, LP

Total reported value

$3.2B

92 stks

2026-03-31

Concentration24.9
Portfolio Stability38.4
Sector conviction48.5
View detail
DW

Daymark Wealth Partners, LLC

Total reported value

$3.2B

739 stks

2026-03-31

Concentration6.4
Portfolio Stability17.4
Sector conviction50.9
View detail
DA

Dynamic Advisor Solutions LLC

Total reported value

$3.2B

963 stks

2026-03-31

Concentration2.4
Portfolio Stability13.2
Sector conviction45.7
View detail
DC

Donaldson Capital Management, LLC

Total reported value

$3.1B

235 stks

2026-03-31

Concentration11.4
Portfolio Stability17.9
Sector conviction59.9
View detail
DI

Dragoneer Investment Group, LLC

Total reported value

$3.0B

17 stks

2026-03-31

Concentration53.5
Portfolio Stability72.4
Sector conviction90.9
View detail
DM

Dixon Mitchell Investment Counsel Inc.

Total reported value

$2.9B

140 stks

2026-03-31

Concentration13.2
Portfolio Stability20.3
Sector conviction51.3
View detail
DG

Delek Group, Ltd.

Total reported value

$2.6B

234 stks

2019-06-30

Concentration6.7
Portfolio Stability61.7
Sector conviction52.2
View detail
DC

Dorsal Capital Management, LP

Total reported value

$2.6B

27 stks

2026-03-31

Concentration21.0
Portfolio Stability60.4
Sector conviction100.0
View detail
DS

Divisadero Street Capital Management, LP

Total reported value

$2.4B

118 stks

2026-03-31

Concentration12.1
Portfolio Stability82.6
Sector conviction93.4
View detail
DI

Davidson Investment Advisors

Total reported value

$2.3B

126 stks

2026-03-31

Concentration8.8
Portfolio Stability20.5
Sector conviction62.2
View detail
DP

Darlington Partners Capital Management, LP

Total reported value

$2.2B

10 stks

2026-03-31

Concentration46.0
Portfolio Stability30.7
Sector conviction100.0
View detail
D&

Dowling & Yahnke LLC

Total reported value

$2.1B

373 stks

2022-09-30

Concentration5.8
Portfolio Stability0.0
Sector conviction49.3
View detail
D&

Deroy & Devereaux Private Investment Counsel INC

Total reported value

$2.1B

173 stks

2026-03-31

Concentration5.7
Portfolio Stability25.9
Sector conviction45.3
View detail
DC

Discovery Capital Management, LLC / Ct

Total reported value

$1.9B

77 stks

2026-03-31

Concentration11.4
Portfolio Stability90.1
Sector conviction83.5
View detail
DC

Distillate Capital Partners LLC

Total reported value

$1.9B

118 stks

2026-03-31

Concentration4.7
Portfolio Stability52.8
Sector conviction49.9
View detail
DI

Denver Investment Advisors LLC

Total reported value

$1.9B

416 stks

2018-03-31

Concentration2.9
Portfolio Stability21.0
Sector conviction54.1
View detail
DP

Dearborn Partners LLC

Total reported value

$1.8B

287 stks

2026-03-31

Concentration6.8
Portfolio Stability18.6
Sector conviction39.9
View detail
DE

Diversified Enterprises, LLC

Total reported value

$1.8B

413 stks

2026-03-31

Concentration33.1
Portfolio Stability20.3
Sector conviction46.5
View detail
D&

Dorsey & Whitney Trust CO LLC

Total reported value

$1.8B

4,686 stks

2026-03-31

Concentration4.1
Portfolio Stability14.6
Sector conviction48.8
View detail
DC

Davis Capital Partners, LLC

Total reported value

$1.8B

30 stks

2022-06-30

Concentration19.4
Portfolio Stability0.0
Sector conviction100.0
View detail
DF

Dnca Finance

Total reported value

$1.7B

108 stks

2026-03-31

Concentration21.3
Portfolio Stability40.7
Sector conviction50.9
View detail
DG

DigitalBridge Group, Inc.

Total reported value

$1.6B

143 stks

2026-03-31

Concentration14.8
Portfolio Stability43.3
Sector conviction80.9
View detail
DF

DC Funds, LP

Total reported value

$1.5B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability13.7
Sector conviction0.0
View detail
DN

Danmarks Nationalbank

Total reported value

$1.5B

1 stks

2026-06-30

Concentration100.0
Portfolio Stability18.8
Sector conviction0.0
View detail
DP

DDD Partners, LLC

Total reported value

$1.5B

138 stks

2026-03-31

Concentration40.1
Portfolio Stability31.6
Sector conviction100.0
View detail
DC

Dendur Capital LP

Total reported value

$1.4B

22 stks

2026-03-31

Concentration30.1
Portfolio Stability72.5
Sector conviction92.6
View detail
DI

Dfpg Investments, LLC

Total reported value

$1.3B

621 stks

2023-12-31

Concentration3.3
Portfolio Stability0.0
Sector conviction49.9
View detail
DA

Dorsey Asset Management, LLC

Total reported value

$1.3B

11 stks

2026-03-31

Concentration39.5
Portfolio Stability69.6
Sector conviction63.6
View detail
DP

Dundas Partners LLP

Total reported value

$1.3B

49 stks

2026-03-31

Concentration16.9
Portfolio Stability19.1
Sector conviction73.0
View detail
DG

Delta Global Management LP

Total reported value

$1.2B

154 stks

2026-03-31

Concentration8.9
Portfolio Stability67.8
Sector conviction61.5
View detail
DP

Diversified Portfolios, Inc.

Total reported value

$1.2B

174 stks

2026-03-31

Concentration17.7
Portfolio Stability8.8
Sector conviction55.5
View detail
DI

DT Investment Partners, LLC

Total reported value

$1.2B

555 stks

2026-03-31

Concentration20.3
Portfolio Stability7.0
Sector conviction49.9
View detail
DW

Doyle Wealth Management

Total reported value

$1.2B

204 stks

2022-09-30

Concentration8.2
Portfolio Stability0.0
Sector conviction50.3
View detail
DA

Delta Accumulation, LLC

Total reported value

$1.2B

87 stks

2026-03-31

Concentration47.0
Portfolio Stability97.2
Sector conviction100.0
View detail
DF

Dark Forest Capital Management LP

Total reported value

$1.1B

766 stks

2026-03-31

Concentration1.2
Portfolio Stability100.0
Sector conviction37.8
View detail
DA

DLD Asset Management, LP

Total reported value

$1.1B

357 stks

2026-03-31

Concentration16.2
Portfolio Stability90.0
Sector conviction47.9
View detail
DA

Delta Asset Management Llc/tn

Total reported value

$1.1B

597 stks

2026-03-31

Concentration17.4
Portfolio Stability14.5
Sector conviction47.8
View detail
DC

Diameter Capital Partners LP

Total reported value

$1.1B

29 stks

2026-03-31

Concentration55.4
Portfolio Stability100.0
Sector conviction100.0
View detail
DL

DAVIDE LEONE & PARTNERS INVESTMENT Co LLP

Total reported value

$1.0B

11 stks

2018-12-31

Concentration68.8
Portfolio Stability49.4
Sector conviction100.0
View detail
DP

DiNuzzo Private Wealth, Inc.

Total reported value

$1.0B

1,351 stks

2026-06-30

Concentration23.2
Portfolio Stability9.4
Sector conviction72.4
View detail
DA

Dymon Asia Capital (singapore) Pte. LTD.

Total reported value

$975.7M

245 stks

2026-03-31

Concentration11.2
Portfolio Stability90.7
Sector conviction55.6
View detail
DI

Deer IX & Co. Ltd.

Total reported value

$971.4M

6 stks

2021-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DS

Dock Street Asset Management INC

Total reported value

$950.8M

58 stks

2026-03-31

Concentration30.0
Portfolio Stability19.7
Sector conviction100.0
View detail
DW

Discipline Wealth Solutions, LLC

Total reported value

$949.9M

192 stks

2026-03-31

Concentration12.5
Portfolio Stability58.2
Sector conviction75.2
View detail
DG

Discerene Group LP

Total reported value

$946.4M

12 stks

2026-03-31

Concentration76.8
Portfolio Stability17.7
Sector conviction100.0
View detail
DC

Disciplina Capital Management LLC

Total reported value

$943.6M

69 stks

2026-03-31

Concentration48.6
Portfolio Stability9.6
Sector conviction77.8
View detail
DG

Desjardins Global Asset Management Inc.

Total reported value

$930.0M

662 stks

2023-12-31

Concentration7.4
Portfolio Stability0.0
Sector conviction46.2
View detail
DW

Destiny Wealth Partners, LLC

Total reported value

$914.4M

1,148 stks

2026-03-31

Concentration6.7
Portfolio Stability33.0
Sector conviction60.1
View detail
DL

Diversified, LLC

Total reported value

$911.0M

229 stks

2024-09-30

Concentration46.8
Portfolio Stability0.0
Sector conviction55.8
View detail
DA

Denali Advisors LLC

Total reported value

$899.7M

307 stks

2026-03-31

Concentration4.0
Portfolio Stability26.4
Sector conviction43.2
View detail
DC

Dupont Capital Management CORP

Total reported value

$878.7M

101 stks

2026-03-31

Concentration10.9
Portfolio Stability32.9
Sector conviction62.9
View detail
DH

Dixon Hubard Feinour & Brown Inc/va

Total reported value

$842.0M

279 stks

2022-06-30

Concentration4.6
Portfolio Stability0.0
Sector conviction60.6
View detail
DL

De Lisle Partners LLP

Total reported value

$835.9M

174 stks

2026-03-31

Concentration7.0
Portfolio Stability37.5
Sector conviction60.5
View detail
DI

Dumac, INC.

Total reported value

$820.4M

10 stks

2026-03-31

Concentration100.0
Portfolio Stability24.2
Sector conviction0.0
View detail
DW

Dorsey Wright & Associates

Total reported value

$807.0M

158 stks

2026-03-31

Concentration6.2
Portfolio Stability83.4
Sector conviction48.7
View detail
D&

D'Orazio & Associates, Inc.

Total reported value

$772.1M

299 stks

2026-03-31

Concentration21.5
Portfolio Stability9.9
Sector conviction55.3
View detail
DB

Dubuque Bank & Trust Co

Total reported value

$748.4M

352 stks

2023-09-30

Concentration10.2
Portfolio Stability0.0
Sector conviction46.8
View detail
D&

Dillon & Associates INC

Total reported value

$726.4M

75 stks

2026-03-31

Concentration27.8
Portfolio Stability14.9
Sector conviction64.1
View detail
DC

Dimension Capital Management LLC

Total reported value

$713.0M

123 stks

2026-03-31

Concentration29.7
Portfolio Stability12.5
Sector conviction49.2
View detail
DC

Defilade Capital Management, L.P.

Total reported value

$712.2M

31 stks

2026-03-31

Concentration16.5
Portfolio Stability98.7
Sector conviction100.0
View detail
DI

Dean Investment Associates, LLC

Total reported value

$710.4M

190 stks

2026-03-31

Concentration2.9
Portfolio Stability32.1
Sector conviction30.9
View detail
DM

Drexel Morgan & Co.

Total reported value

$681.8M

60 stks

2026-03-31

Concentration29.6
Portfolio Stability19.3
Sector conviction43.1
View detail
DL

Daido Life Insurance Co

Total reported value

$677.9M

6 stks

2026-03-31

Concentration100.0
Portfolio Stability4.7
Sector conviction0.0
View detail
DP

Dream Peak Capital Ltd

Total reported value

$674.8M

6 stks

2026-03-31

Concentration82.0
Portfolio Stability100.0
Sector conviction100.0
View detail
D&

Dudley & Shanley, INC.

Total reported value

$662.3M

38 stks

2026-06-30

Concentration15.9
Portfolio Stability22.3
Sector conviction58.6
View detail
DC

Decheng Capital LLC

Total reported value

$661.3M

14 stks

2026-03-31

Concentration100.0
Portfolio Stability61.0
Sector conviction100.0
View detail
DA

Diversify Advisory Services, LLC

Total reported value

$655.0M

210 stks

2026-03-31

Concentration17.6
Portfolio Stability100.0
Sector conviction100.0
View detail
D&

Darrell & King LLC

Total reported value

$632.7M

43 stks

2020-12-31

Concentration18.7
Portfolio Stability40.7
Sector conviction86.8
View detail
DW

Drucker Wealth 3.0, LLC

Total reported value

$632.3M

569 stks

2026-06-30

Concentration8.3
Portfolio Stability16.7
Sector conviction48.2
View detail
DC

DSG Capital Advisors, LLC

Total reported value

$625.3M

123 stks

2026-03-31

Concentration11.4
Portfolio Stability11.1
Sector conviction65.6
View detail
DA

Deltroit Asset Management (UK) LLP

Total reported value

$622.5M

42 stks

2026-03-31

Concentration27.1
Portfolio Stability47.3
Sector conviction57.4
View detail
DM

Deer Management Co. LLC

Total reported value

$622.3M

10 stks

2026-03-31

Concentration100.0
Portfolio Stability74.7
Sector conviction100.0
View detail
DT

Dynamic Technology Lab Private Ltd

Total reported value

$614.8M

833 stks

2026-03-31

Concentration1.1
Portfolio Stability100.0
Sector conviction36.7
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DC

DGS Capital Management, LLC

Total reported value

$609.4M

630 stks

2026-03-31

Concentration5.1
Portfolio Stability30.9
Sector conviction74.2
View detail
DP

Deer Park Road Corp

Total reported value

$591.1M

8 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
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DP

Diadema Partners LP

Total reported value

$587.7M

144 stks

2026-03-31

Concentration14.2
Portfolio Stability100.0
Sector conviction100.0
View detail
DL

D L Carlson Investment Group INC

Total reported value

$581.8M

135 stks

2026-03-31

Concentration13.4
Portfolio Stability23.5
Sector conviction48.4
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DI

Delta Investment Management, LLC

Total reported value

$558.8M

273 stks

2026-03-31

Concentration10.2
Portfolio Stability45.2
Sector conviction52.6
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DE

Dv Equities, LLC

Total reported value

$557.5M

756 stks

2025-12-31

Concentration61.9
Portfolio Stability0.0
Sector conviction70.8
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DC

Davidson Capital Management Inc.

Total reported value

$551.9M

93 stks

2026-03-31

Concentration24.0
Portfolio Stability93.1
Sector conviction46.1
View detail
DW

Divergent Wealth Advisors

Total reported value

$547.0M

33 stks

2024-09-30

Concentration90.1
Portfolio Stability0.0
Sector conviction100.0
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DA

Deltec Asset Management LLC

Total reported value

$545.4M

235 stks

2026-03-31

Concentration10.9
Portfolio Stability35.9
Sector conviction62.1
View detail
DI

Dagco, INC.

Total reported value

$541.1M

117 stks

2026-06-30

Concentration16.7
Portfolio Stability23.8
Sector conviction53.7
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DA

DMKC Advisory Services, LLC

Total reported value

$529.6M

92 stks

2026-06-30

Concentration15.2
Portfolio Stability81.0
Sector conviction57.6
View detail
DS

Duncker Streett & Co INC

Total reported value

$526.1M

535 stks

2026-03-31

Concentration5.9
Portfolio Stability24.3
Sector conviction53.2
View detail
D&

Drake & Associates, LLC

Total reported value

$524.8M

97 stks

2026-03-31

Concentration22.2
Portfolio Stability16.7
Sector conviction43.1
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DW

Dechtman Wealth Management, LLC

Total reported value

$517.4M

65 stks

2024-12-31

Concentration49.3
Portfolio Stability0.0
Sector conviction65.0
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DS

Daiwa SB Investments Ltd.

Total reported value

$505.5M

221 stks

2019-03-31

Concentration8.3
Portfolio Stability25.7
Sector conviction60.0
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DW

DORCHESTER WEALTH MANAGEMENT Co

Total reported value

$501.3M

146 stks

2024-12-31

Concentration10.8
Portfolio Stability0.0
Sector conviction47.9
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DA

Dividend Assets Capital, LLC

Total reported value

$501.3M

138 stks

2026-03-31

Concentration7.9
Portfolio Stability17.3
Sector conviction58.7
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D&

Derby & Company, INC

Total reported value

$495.3M

78 stks

2021-09-30

Concentration28.6
Portfolio Stability0.0
Sector conviction69.2
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DA

Dash Acquisitions Inc.

Total reported value

$480.2M

68 stks

2026-03-31

Concentration21.2
Portfolio Stability8.6
Sector conviction63.8
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DE

Devon Energy Corp/de

Total reported value

$475.7M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DW

Drive Wealth Management, LLC

Total reported value

$473.9M

710 stks

2026-03-31

Concentration6.6
Portfolio Stability21.3
Sector conviction50.8
View detail
DM

Diversified Management INC

Total reported value

$468.1M

171 stks

2026-06-30

Concentration16.5
Portfolio Stability49.5
Sector conviction100.0
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DI

DDFG, Inc

Total reported value

$464.0M

86 stks

2026-03-31

Concentration18.6
Portfolio Stability11.9
Sector conviction66.3
View detail
DF

DecisionPoint Financial, LLC

Total reported value

$463.9M

692 stks

2026-03-31

Concentration56.0
Portfolio Stability4.4
Sector conviction100.0
View detail