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Institutions Holding DFIS (335 holders)

335 institutions currently hold DFIS, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
JONES FINANCIAL COMPANIES LLLP$1.9B0.92%
Matson Money. Inc.$401.3M12.31%
NATIXIS ADVISORS, LLC$383.3M0.53%
Envestnet Portfolio Solutions, Inc.$111.1M0.61%
FIRST CITIZENS BANK & TRUST CO$108.0M2.27%
Corient Private Wealth LLC$94.0M0.13%
Creative Planning$81.7M0.06%
ENVESTNET ASSET MANAGEMENT INC$62.0M0.02%
PARK AVENUE SECURITIES LLC$58.6M0.46%
MATHER GROUP, LLC.$50.0M0.50%
TCI Wealth Advisors, Inc.$48.0M2.55%
BANK OF MONTREAL /CAN/$47.7M0.02%
Evanson Asset Management, LLC$47.2M2.53%
Savant Capital, LLC$43.8M0.21%
Composition Wealth, LLC$43.7M0.60%
Modern Wealth Management, LLC$43.1M0.74%
JANE STREET GROUP, LLC$42.6M0.01%
Wescott Financial Advisory Group, LLC$40.0M3.50%
CWM, LLC$38.2M0.10%
Root Financial Partners, LLC$37.7M1.74%
Discipline Wealth Solutions, LLC$32.4M3.41%
Vise Technologies, Inc.$30.2M0.59%
BANK OF AMERICA CORP /DE/$30.1M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.5M0.02%
Focus Partners Wealth$28.0M0.03%
Cerity Partners LLC$23.2M0.03%
Index Fund Advisors, Inc.$22.8M1.03%
Janney Montgomery Scott LLC$22.4M0.06%
SATOVSKY ASSET MANAGEMENT LLC$21.6M3.81%
TOBIAS FINANCIAL ADVISORS, INC.$20.7M2.89%
Shore Point Advisors, LLC$19.5M7.69%
ECLECTIC ASSOCIATES INC /ADV$19.2M2.55%
Alesco Advisors, LLC, An ESL Co$18.4M0.47%
Wealth Management Nebraska$17.9M1.81%
Tanager Wealth Management LLP$16.8M1.63%
Ballentine Capital Advisors, Inc$16.6M6.87%
AIRE ADVISORS, LLC$15.4M2.82%
LPL Financial LLC$15.2M0.00%
Efficient Advisors, LLC$15.1M1.07%
Brand Asset Management Group, Inc.$15.0M3.89%
Advisory Alpha, LLC$14.2M0.39%
Planning Center, Inc.$13.9M1.40%
Factor Wealth Management LTD$13.8M2.60%
Abacus Planning Group, Inc.$12.6M1.70%
Guardian Wealth Management, LLC$12.2M3.69%
Three Arch Wealth Management LLC$12.0M2.16%
MERCER GLOBAL ADVISORS INC /ADV$12.0M0.02%
Larson Financial Group LLC$11.7M0.37%
Tillman Hartley LLC$11.5M2.89%
Ritter Daniher Financial Advisory LLC / DE$10.7M1.81%
GEN Financial Management, INC.$10.6M6.57%
Quent Capital, LLC$10.4M0.74%
Allodium Investment Consultants, LLC$10.1M4.83%
Beacon Pointe Advisors, LLC$9.8M0.05%
Forvis Mazars Wealth Advisors, LLC$9.7M0.18%
Rothschild Wealth LLC$9.7M0.88%
KELLY FINANCIAL GROUP LLC$9.6M2.42%
JPMORGAN CHASE & CO$9.6M0.00%
Allworth Financial LP$9.4M0.04%
Robinswood Financial LLC$9.4M2.94%
Level Financial Advisors$9.1M2.32%
Disciplined Investments, LLC$8.8M3.17%
OSAIC HOLDINGS, INC.$8.8M0.01%
WEBSTERROGERS FINANCIAL ADVISORS, LLC$8.7M2.48%
Capital Analysts, LLC$8.1M0.21%
AMI INVESTMENT MANAGEMENT INC$8.1M1.83%
COLLECTIVE FAMILY OFFICE LLC$8.1M1.82%
RAYMOND JAMES FINANCIAL INC$7.5M0.00%
Sequoia Financial Advisors, LLC$7.2M0.04%
Focus Partners Advisor Solutions, LLC$6.9M0.07%
First Pacific Financial$6.8M0.88%
Addison Advisors LLC$6.7M1.48%
Equitable Holdings, Inc.$6.7M0.04%
DAVENPORT & Co LLC$6.4M0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.0M0.00%
Syverson Strege & Co$6.0M1.43%
HARBOR INVESTMENT ADVISORY, LLC$5.8M0.45%
Apella Capital, LLC$5.3M0.08%
Tilson Financial Group, Inc.$5.2M1.57%
MORRIS FINANCIAL CONCEPTS, INC.$5.1M1.73%
COMMONWEALTH EQUITY SERVICES, LLC$5.0M0.01%
Dynamic Advisor Solutions LLC$5.0M0.16%
ACORN CREEK CAPITAL LLC$5.0M1.77%
Integrity Wealth Solutions LLC$4.8M1.90%
Trinity Financial Advisors LLC$4.7M1.34%
Waverly Advisors, LLC$4.6M0.03%
Broadway Wealth Solutions, Inc.$4.6M2.36%
CROBAN$4.5M2.13%
Willow Financial LLC$4.5M4.59%
OLD MISSION CAPITAL LLC$4.5M0.07%
PINNEY & SCOFIELD, INC.$4.5M2.41%
Private Advisor Group, LLC$4.3M0.02%
M Holdings Securities, Inc.$4.0M0.27%
SACHEM HILL LLC$4.0M0.77%
LAM GROUP, INC.$3.8M2.11%
Spire Wealth Management$3.8M0.13%
Williams Financial, LLC$3.7M2.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M0.01%
Avior Wealth Management, LLC$3.5M0.10%
IAG Wealth Partners, LLC$3.4M0.38%
Sterling Wealth Management, Inc.$3.4M0.93%
First Citizens Asset Management, Inc.$3.3M1.18%
ROYAL BANK OF CANADA$3.3M0.00%
Parkwoods Wealth Partners, LLC$3.2M0.79%
Broadhurst Jeffrey B$3.2M3.28%
Waterfront Wealth Inc.$3.1M0.57%
Ariadne Wealth Management, LP$3.1M1.38%
Sanctuary Advisors, LLC$3.0M0.02%
Betterment LLC$2.9M0.01%
Strategic Wealth Advisors LLC$2.8M2.27%
VANCE WEALTH, LLC$2.8M0.80%
Blue Trust, Inc.$2.7M0.03%
Aurelius Family Office LLC$2.6M1.15%
NORTHERN TRUST CORP$2.6M0.00%
Summit Financial, LLC$2.6M0.03%
Navigoe, LLC$2.6M1.52%
Cambridge Investment Research Advisors, Inc.$2.6M0.01%
MML INVESTORS SERVICES, LLC$2.6M0.01%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$2.5M0.22%
Indie Asset Partners, LLC$2.4M2.74%
Ruedi Wealth Management, Inc.$2.4M0.62%
Austin Asset Management Co Inc$2.4M0.39%
Mariner, LLC$2.3M0.00%
Fortis Advisors, LLC$2.2M1.12%
VISTA CAPITAL PARTNERS, INC.$2.2M0.22%
EVOLVE PRIVATE WEALTH, LLC$2.2M0.12%
Colony Family Offices, LLC$2.1M0.51%
AdvisorNet Financial, Inc$2.0M0.11%
Prospect Financial Group LLC$2.0M1.89%
Provident Wealth Management, LLC$2.0M0.61%
Kestra Advisory Services, LLC$2.0M0.01%
PFG Advisors$1.9M0.09%
VESTIA PERSONAL WEALTH ADVISORS$1.9M0.88%
ERn Financial, LLC$1.9M0.35%
Glass Jacobson Investment Advisors llc$1.9M0.65%
McNamara Financial Services, Inc.$1.9M0.35%
KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M0.02%
SEI INVESTMENTS CO$1.8M0.00%
CLG LLC$1.8M0.45%
MOTCO$1.8M0.16%
Ballast Financial Advisors LLC$1.7M1.79%
Kane Co Wealth Management, Inc.$1.7M1.41%
Frankly Finances, LLC$1.7M1.50%
MORGAN STANLEY$1.6M0.00%
CAPTRUST FINANCIAL ADVISORS$1.6M0.00%
DiNuzzo Private Wealth, Inc.$1.6M0.17%
WPWealth LLP$1.6M0.24%
Elwood & Goetz Wealth Advisory Group, LLC$1.6M0.26%
Farther Finance Advisors, LLC$1.5M0.01%
Forum Financial Management, LP$1.5M0.02%