αAlphaSMO

Institutions Holding DLS (204 holders)

204 institutions currently hold DLS, ranked below by position value.

View full stock page for DLS

Key HoldersTotal ValueAvg Weight
Savant Capital, LLC$61.2M0.30%
BIP Wealth, LLC$21.2M0.86%
BANK OF AMERICA CORP /DE/$21.0M0.00%
LRI Investments, LLC$15.8M1.40%
MORGAN STANLEY$12.8M0.00%
HighTower Advisors, LLC$9.3M0.01%
RAYMOND JAMES FINANCIAL INC$8.8M0.00%
MAI Capital Management$8.0M0.05%
OSAIC HOLDINGS, INC.$7.5M0.01%
Compound Planning, Inc.$6.8M0.21%
WELLS FARGO & COMPANY/MN$6.7M0.00%
Evanson Asset Management, LLC$6.7M0.36%
Csenge Advisory Group$6.0M0.27%
FLOW TRADERS U.S. LLC$5.8M0.18%
Great Point Wealth Advisors, LLC$5.7M1.05%
Neumann Capital Management, LLC$5.4M1.59%
BANK OF MONTREAL /CAN/$4.9M0.00%
WESCAP Management Group, Inc.$4.9M0.97%
Checchi Capital Advisers, LLC$4.8M0.24%
Corient Private Wealth LLC$4.7M0.01%
UBS Group AG$4.7M0.00%
Elwood & Goetz Wealth Advisory Group, LLC$4.6M0.78%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.6M0.08%
Kestra Advisory Services, LLC$4.3M0.02%
LPL Financial LLC$4.1M0.00%
Waterfront Wealth Inc.$3.8M0.70%
Grove Street Fiduciary, LLC$3.5M1.55%
Creative Planning$3.3M0.00%
Focus Partners Advisor Solutions, LLC$3.0M0.03%
ROYAL BANK OF CANADA$3.0M0.00%
FAMILY WEALTH PARTNERS, LLC$2.9M0.99%
Wealth Architects, LLC$2.6M0.23%
Janney Montgomery Scott LLC$2.6M0.01%
JANE STREET GROUP, LLC$2.6M0.00%
Rockefeller Capital Management L.P.$2.5M0.00%
HARBOUR INVESTMENTS, INC.$2.5M0.04%
SMITH, MOORE & CO.$2.3M0.17%
Allworth Financial LP$2.1M0.01%
Marathon Strategic Advisors, LLC$2.1M1.48%
Atria Investments, Inc$2.0M0.02%
Mariner, LLC$2.0M0.00%
Impact Capital Partners LLC$2.0M0.59%
GHP Investment Advisors, Inc.$1.9M0.08%
ENVESTNET ASSET MANAGEMENT INC$1.9M0.00%
JONES FINANCIAL COMPANIES LLLP$1.7M0.00%
RITHOLTZ WEALTH MANAGEMENT$1.7M0.03%
Cetera Investment Advisers$1.6M0.00%
McLean Asset Management Corp$1.6M0.27%
Larson Financial Group LLC$1.6M0.05%
Waverly Advisors, LLC$1.5M0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M0.00%
TOWLE & CO$1.4M0.55%
Wealth Care LLC$1.4M1.24%
Addison Advisors LLC$1.4M0.30%
Sharper & Granite LLC$1.3M0.44%
CITIGROUP INC$1.2M0.00%
Beaird Harris Wealth Management, LLC$1.2M0.08%
Betterment LLC$1.2M0.00%
Capital Analysts, LLC$1.2M0.03%
CoreCap Advisors, LLC$1.1M0.04%
Bruce G. Allen Investments, LLC$1.0M0.68%
COMMONWEALTH EQUITY SERVICES, LLC$1.0M0.00%
Tortoise Investment Management, LLC$1.0M0.08%
Farther Finance Advisors, LLC$1.0M0.01%
Equitable Holdings, Inc.$985.6K0.01%
RFG Advisory, LLC$926.9K0.02%
Stonebridge Wealth Management, LLC$867.2K0.83%
Robinswood Financial LLC$832.5K0.26%
Shakespeare Wealth Management, LLC$832.0K0.20%
Discipline Wealth Solutions, LLC$800.1K0.08%
Spire Wealth Management$788.9K0.03%
Windward Private Wealth Management Inc.$781.0K0.27%
Longview Financial Advisors LLC$715.1K0.39%
Baird Financial Group, Inc.$684.4K0.00%
Cerity Partners LLC$666.0K0.00%
Sequoia Financial Advisors, LLC$660.8K0.00%
Lester Murray Antman dba SimplyRich$643.0K0.16%
Tandem Investment Partners LLC$625.1K0.53%
FIFTH THIRD BANCORP$622.9K0.00%
Envision Financial LLC$619.2K0.33%
Sound Stewardship, LLC$600.7K0.28%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$591.3K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$571.6K0.00%
JFS WEALTH ADVISORS, LLC$547.3K0.03%
STIFEL FINANCIAL CORP$541.5K0.00%
IHT Wealth Management, LLC$534.0K0.01%
BCS Wealth Management$529.6K0.11%
Tillman Hartley LLC$528.4K0.13%
Apella Capital, LLC$516.9K0.01%
Sanctuary Advisors, LLC$511.6K0.00%
Bank of New York Mellon Corp$511.5K0.00%
MERCER GLOBAL ADVISORS INC /ADV$509.8K0.00%
Viewpoint Capital Management LLC$507.0K0.24%
MATHER GROUP, LLC.$470.3K0.00%
Williams & Novak, LLC$443.7K0.33%
AQR CAPITAL MANAGEMENT LLC$440.2K0.00%
Freedom Investment Management, Inc.$437.3K0.13%
Joel Isaacson & Co., LLC$430.8K0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$423.0K0.01%
Advisory Services Network, LLC$421.9K0.01%
FMR LLC$421.8K0.00%
Hardin Capital Partners, LLC$418.7K0.19%
CAHILL FINANCIAL ADVISORS INC$408.3K0.04%
Camelot Portfolios, LLC$386.2K0.29%
Modera Wealth Management, LLC$381.0K0.00%
Tradition Wealth Management, LLC$359.6K0.03%
Private Advisor Group, LLC$353.2K0.00%
Montis Financial, LLC$350.3K0.07%
Quadrant Private Wealth Management, LLC$346.3K0.05%
Wealthspire Advisors, LLC$329.1K0.00%
McAdam, LLC$312.9K0.01%
AE Wealth Management LLC$311.2K0.00%
Insight Advisors, LLC/ PA$309.8K0.06%
HOWARD BAILEY SECURITIES, LLC$309.7K0.13%
AMERIPRISE FINANCIAL INC$309.5K0.00%
Alpha Omega Wealth Management LLC$306.0K0.05%
JPMORGAN CHASE & CO$300.9K0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$288.6K0.00%
WORLD EQUITY GROUP, INC.$279.8K0.07%
LAUREL OAK WEALTH MANAGEMENT, LLC$279.8K0.05%
One Capital Management, LLC$279.0K0.01%
Invesco Ltd.$277.3K0.00%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$273.8K0.18%
VESTIA PERSONAL WEALTH ADVISORS$271.7K0.13%
Virtu Financial LLC$268.0K0.01%
CWM, LLC$267.0K0.00%
BLAIR WILLIAM & CO/IL$264.7K0.00%
Clearstead Advisors, LLC$259.5K0.00%
IAG Wealth Partners, LLC$256.2K0.03%
Independent Advisor Alliance$254.9K0.00%
Telos Capital Management, Inc.$237.6K0.02%
KEYBANK NATIONAL ASSOCIATION/OH$233.6K0.00%
Berger Financial Group, Inc$227.0K0.01%
COLDSTREAM CAPITAL MANAGEMENT INC$226.0K0.00%
CITADEL ADVISORS LLC$225.8K0.00%
Financial Harvest, LLC$223.6K0.13%
Cherry Tree Wealth Management, LLC$223.5K0.05%
BEACON FINANCIAL GROUP$219.6K0.02%
SCOTIA CAPITAL INC.$212.1K0.00%
Clearwater Capital Advisors, LLC$211.9K0.02%
Frazier Financial Advisors, LLC$204.9K0.11%
GTS SECURITIES LLC$202.9K0.01%
CIBC Bancorp USA Inc.$202.7K0.00%
Zhang Financial LLC$202.7K0.01%
TopTier Wealth Management, LLC$195.3K0.12%
IFP Advisors, Inc$179.3K0.00%
Blue Trust, Inc.$168.0K0.00%
Cassaday & Co Wealth Management LLC$164.9K0.00%
Morton Brown Family Wealth, LLC$148.3K0.04%
Fairman Group, LLC$148.3K0.13%
Institutions Holding DLS (204 holders) | AlphaSMO