Institutions Starting with "D" (393 funds)
393 institutions currently have names starting with "D", ranked below by AUM.
DI
DDFG, Inc
CIK 0001967640
Total reported value
$503.6M
92 stks
2026-06-30
Concentration16.8
Portfolio Stability0.0
Sector conviction66.0
View detail
DW
DORCHESTER WEALTH MANAGEMENT Co
CIK 0001649888
Total reported value
$501.3M
146 stks
2024-12-31
Stale — no recent filing
Concentration10.8
Portfolio Stability0.0
Sector conviction47.9
View detail
D&
Derby & Company, Inc
CIK 0001086611
Total reported value
$495.3M
78 stks
2021-09-30
Stale — no recent filing
Concentration28.6
Portfolio Stability0.0
Sector conviction69.2
View detail
DA
Dash Acquisitions Inc.
CIK 0001745885
Total reported value
$493.7M
72 stks
2026-06-30
Concentration21.1
Portfolio Stability18.3
Sector conviction63.4
View detail
DF
Dunhill Financial, LLC
CIK 0001948904
Total reported value
$489.0M
1,617 stks
2026-06-30
Concentration22.0
Portfolio Stability23.3
Sector conviction74.1
View detail
DC
DG Capital Management, LLC
CIK 0001512716
Total reported value
$474.9M
27 stks
2026-06-30
Concentration59.9
Portfolio Stability70.1
Sector conviction100.0
View detail
DW
Decker Wealth Management LLC
CIK 0002129751
Total reported value
$471.1M
107 stks
2026-06-30
Concentration11.8
Portfolio Stability21.1
Sector conviction61.1
View detail
DR
D.B. Root & Company, LLC
CIK 0001731717
Total reported value
$470.8M
207 stks
2026-06-30
Concentration19.6
Portfolio Stability16.2
Sector conviction59.6
View detail
DI
Deeter Investments LLP
CIK 0001675711
Total reported value
$468.2M
111 stks
2025-12-31
Stale — no recent filing
Concentration16.7
Portfolio Stability0.0
Sector conviction69.8
View detail
DM
Diversified Management Inc
CIK 0000922372
Total reported value
$468.1M
171 stks
2026-06-30
Concentration16.5
Portfolio Stability49.5
Sector conviction100.0
View detail
DC
Decade Capital Management LLC
CIK 0001426822
Total reported value
$463.4M
120 stks
2015-09-30
Stale — no recent filing
Concentration8.5
Portfolio Stability100.0
Sector conviction82.6
View detail
DC
DeDora Capital, Inc.
CIK 0001717658
Total reported value
$460.1M
129 stks
2026-06-30
Concentration12.1
Portfolio Stability0.0
Sector conviction55.0
View detail
DI
Diligent Investors, LLC
CIK 0001549042
Total reported value
$449.1M
357 stks
2026-06-30
Concentration3.9
Portfolio Stability19.1
Sector conviction53.4
View detail
DT
Dynamic Technology Lab Private Ltd
CIK 0001535387
Total reported value
$447.4M
632 stks
2026-06-30
Concentration1.4
Portfolio Stability100.0
Sector conviction35.5
View detail
D&
Dumont & Blake Investment Advisors LLC
CIK 0001287618
Total reported value
$445.1M
204 stks
2026-06-30
Concentration8.8
Portfolio Stability17.8
Sector conviction53.5
View detail
DW
Dodds Wealth, LLC
CIK 0001973728
Total reported value
$444.6M
56 stks
2026-06-30
Concentration35.3
Portfolio Stability0.0
Sector conviction70.8
View detail
DW
Duncan Williams Asset Management, LLC
CIK 0002011771
Total reported value
$443.6M
172 stks
2026-06-30
Concentration18.8
Portfolio Stability24.2
Sector conviction60.2
View detail
DA
Doliver Advisors, LP
CIK 0000938077
Total reported value
$441.9M
191 stks
2026-06-30
Concentration46.5
Portfolio Stability0.0
Sector conviction84.7
View detail
DS
Droms Strauss Advisors Inc /mo/ /adv
CIK 0001053292
Total reported value
$440.5M
81 stks
2026-06-30
Concentration24.0
Portfolio Stability18.0
Sector conviction100.0
View detail
DF
Delta Financial Group, Inc.
CIK 0001965718
Total reported value
$437.5M
258 stks
2025-03-31
Stale — no recent filing
Concentration25.5
Portfolio Stability0.0
Sector conviction100.0
View detail
DC
Divisar Capital Management LLC
CIK 0001645721
Total reported value
$434.0M
28 stks
2026-06-30
Concentration20.5
Portfolio Stability22.4
Sector conviction100.0
View detail
DW
Domani Wealth, LLC
CIK 0001634553
Total reported value
$431.0M
117 stks
2023-03-31
Stale — no recent filing
Concentration28.7
Portfolio Stability0.0
Sector conviction85.4
View detail
DP
Doma Perpetual Capital Management LLC
CIK 0001962221
Total reported value
$430.8M
13 stks
2026-06-30
Concentration37.7
Portfolio Stability26.5
Sector conviction100.0
View detail
DL
Dockside LLC
CIK 0002074563
Total reported value
$427.4M
184 stks
2026-06-30
Concentration3.6
Portfolio Stability0.0
Sector conviction46.6
View detail
DM
DSC Meridian Capital LP
CIK 0001970572
Total reported value
$427.2M
15 stks
2026-06-30
Concentration36.1
Portfolio Stability89.3
Sector conviction100.0
View detail
D&
Davidson & Garrard Inc
CIK 0001082482
Total reported value
$424.6M
180 stks
2017-09-30
Stale — no recent filing
Concentration5.4
Portfolio Stability9.6
Sector conviction47.0
View detail
DF
Delta Financial Advisors LLC
CIK 0001790295
Total reported value
$421.0M
152 stks
2026-06-30
Concentration8.0
Portfolio Stability15.8
Sector conviction46.1
View detail
DA
Daybright Advisory Services, Inc.
CIK 0002107111
Total reported value
$418.9M
145 stks
2026-06-30
Concentration20.0
Portfolio Stability0.0
Sector conviction100.0
View detail
DI
DKRT Investments Corp.
CIK 0002080627
Total reported value
$409.3M
50 stks
2026-06-30
Concentration31.1
Portfolio Stability71.5
Sector conviction92.8
View detail
DP
Divergent Planning, LLC
CIK 0001730787
Total reported value
$391.5M
36 stks
2025-12-31
Stale — no recent filing
Concentration50.8
Portfolio Stability4.5
Sector conviction100.0
View detail
DA
Delta Air Lines, Inc.
CIK 0000027904
Total reported value
$390.5M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability74.2
Sector conviction100.0
View detail
DF
Donoghue Forlines LLC
CIK 0001702435
Total reported value
$386.7M
114 stks
2026-06-30
Concentration9.3
Portfolio Stability0.0
Sector conviction59.9
View detail
DW
Darwin Wealth Management, LLC
CIK 0001663224
Total reported value
$365.3M
777 stks
2026-06-30
Concentration6.7
Portfolio Stability30.6
Sector conviction75.5
View detail
DF
Demars Financial Group, LLC
CIK 0001723115
Total reported value
$360.9M
113 stks
2026-06-30
Concentration31.4
Portfolio Stability29.3
Sector conviction56.2
View detail
DL
Davis-rea LTD.
CIK 0001482171
Total reported value
$350.7M
45 stks
2026-06-30
Concentration18.0
Portfolio Stability39.6
Sector conviction54.5
View detail
DW
Denver Wealth Management, Inc.
CIK 0001909800
Total reported value
$349.3M
109 stks
2026-06-30
Concentration37.9
Portfolio Stability28.5
Sector conviction100.0
View detail
DH
Dixon Hughes Goodman Wealth Advisors LLC
CIK 0001906545
Total reported value
$348.6M
1,034 stks
2022-03-31
Stale — no recent filing
Concentration18.2
Portfolio Stability0.0
Sector conviction38.6
View detail
DC
DORVAL Corp
CIK 0001999144
Total reported value
$347.5M
49 stks
2026-06-30
Concentration19.8
Portfolio Stability8.1
Sector conviction68.9
View detail
DF
DHJJ Financial Advisors, Ltd.
CIK 0001844716
Total reported value
$346.9M
1,082 stks
2026-06-30
Concentration10.8
Portfolio Stability16.6
Sector conviction60.9
View detail
DW
Ducere Wealth Management LLC
CIK 0002083656
Total reported value
$332.6M
135 stks
2026-06-30
Concentration11.0
Portfolio Stability51.9
Sector conviction81.3
View detail
DI
Davis Investment Partners, LLC
CIK 0001963865
Total reported value
$328.5M
172 stks
2026-06-30
Concentration31.6
Portfolio Stability24.2
Sector conviction52.8
View detail
Dalal Street, LLC
CIK 0001549575
Total reported value
$326.7M
4 stks
2026-06-30
Concentration100.0
Portfolio Stability25.7
Sector conviction100.0
View detail
DV
Deer VII & Co. Ltd.
CIK 0001540726
Total reported value
$317.0M
1 stks
2021-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DD
Delaney Dennis R
CIK 0001661536
Total reported value
$314.0M
246 stks
2026-06-30
Concentration14.2
Portfolio Stability19.5
Sector conviction62.3
View detail
DI
Disciplined Investments, LLC
CIK 0001812492
Total reported value
$309.6M
144 stks
2026-06-30
Concentration9.4
Portfolio Stability0.0
Sector conviction69.3
View detail
DC
Defender Capital, LLC.
CIK 0001766929
Total reported value
$308.0M
37 stks
2026-06-30
Concentration35.1
Portfolio Stability24.8
Sector conviction65.0
View detail
DM
Deseret Mutual Benefit Administrators
CIK 0001789351
Total reported value
$306.1M
518 stks
2026-06-30
Concentration10.0
Portfolio Stability17.9
Sector conviction50.6
View detail
DO
denkapparat Operations GmbH
CIK 0001999514
Total reported value
$305.9M
383 stks
2026-06-30
Concentration1.5
Portfolio Stability0.0
Sector conviction39.3
View detail
DP
Denver PWM, LLC
CIK 0001657980
Total reported value
$305.7M
89 stks
2026-06-30
Concentration16.3
Portfolio Stability9.3
Sector conviction76.6
View detail
DK
David Kennon Inc
CIK 0001954126
Total reported value
$302.6M
45 stks
2026-06-30
Concentration40.4
Portfolio Stability28.8
Sector conviction100.0
View detail
DC
DeGreen Capital Management LLC
CIK 0001536333
Total reported value
$301.4M
21 stks
2021-09-30
Stale — no recent filing
Concentration36.1
Portfolio Stability0.0
Sector conviction0.0
View detail
DC
Decheng Capital Management III (Cayman), LLC
CIK 0001747821
Total reported value
$299.6M
26 stks
2023-09-30
Stale — no recent filing
Concentration43.9
Portfolio Stability0.0
Sector conviction100.0
View detail
DC
Dayah Capital LLC
CIK 0001980739
Total reported value
$296.8M
31 stks
2026-06-30
Concentration52.5
Portfolio Stability84.8
Sector conviction73.1
View detail
DC
Decatur Capital Management, Inc.
CIK 0001505961
Total reported value
$294.8M
53 stks
2026-06-30
Concentration19.9
Portfolio Stability50.0
Sector conviction84.2
View detail
DR
Decker Retirement Planning Inc.
CIK 0001975700
Total reported value
$293.7M
441 stks
2026-06-30
Concentration32.7
Portfolio Stability0.0
Sector conviction100.0
View detail
DI
DC Investments Management, LLC
CIK 0001565951
Total reported value
$293.3M
55 stks
2026-06-30
Concentration93.5
Portfolio Stability22.9
Sector conviction58.7
View detail
DB
Dravo Bay LLC
CIK 0001910389
Total reported value
$289.0M
58 stks
2026-06-30
Concentration35.1
Portfolio Stability18.8
Sector conviction100.0
View detail
DA
Daniels&Tansey,LLP
CIK 0001478179
Total reported value
$288.6M
29 stks
2023-09-30
Stale — no recent filing
Concentration47.5
Portfolio Stability0.0
Sector conviction100.0
View detail
D&
Day & Ennis, LLC
CIK 0001535677
Total reported value
$283.3M
124 stks
2023-12-31
Stale — no recent filing
Concentration18.7
Portfolio Stability0.0
Sector conviction61.5
View detail
DC
Dupont Capital Management CORP
CIK 0001128251
Total reported value
$280.3M
41 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
DC
Dean Capital Management
CIK 0001455468
Total reported value
$276.1M
113 stks
2026-06-30
Concentration4.3
Portfolio Stability52.8
Sector conviction34.1
View detail
DW
Dopkins Wealth Management, LLC
CIK 0001904152
Total reported value
$275.2M
90 stks
2026-06-30
Concentration20.3
Portfolio Stability0.0
Sector conviction92.8
View detail
DF
Dupree Financial Group, LLC
CIK 0001989251
Total reported value
$266.9M
121 stks
2026-06-30
Concentration11.2
Portfolio Stability41.4
Sector conviction41.4
View detail
DG
Discovery Group I, LLC
CIK 0001312548
Total reported value
$262.0M
12 stks
2017-09-30
Stale — no recent filing
Concentration43.3
Portfolio Stability58.4
Sector conviction0.0
View detail
DG
Diesslin Group, Inc.
CIK 0002108559
Total reported value
$259.2M
59 stks
2026-06-30
Concentration45.0
Portfolio Stability0.0
Sector conviction58.7
View detail
DC
Darrow Company, Inc.
CIK 0001908169
Total reported value
$258.1M
58 stks
2026-06-30
Concentration19.9
Portfolio Stability16.1
Sector conviction100.0
View detail
DJ
Daily Journal CORP
CIK 0000783412
Total reported value
$256.7M
4 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
DT
Davidson Trust Co
CIK 0001133119
Total reported value
$256.3M
275 stks
2026-06-30
Concentration6.9
Portfolio Stability0.0
Sector conviction50.9
View detail
DW
Dogwood Wealth Management LLC
CIK 0002056922
Total reported value
$253.4M
851 stks
2026-06-30
Concentration15.5
Portfolio Stability18.3
Sector conviction65.2
View detail
DA
DCM Advisors, LLC
CIK 0001839498
Total reported value
$253.3M
38 stks
2026-06-30
Concentration13.8
Portfolio Stability18.2
Sector conviction57.6
View detail
DW
Darden Wealth Group Inc
CIK 0002011221
Total reported value
$252.3M
155 stks
2026-06-30
Concentration14.4
Portfolio Stability33.5
Sector conviction100.0
View detail
DC
Dudley Capital Management, LLC
CIK 0001965760
Total reported value
$250.3M
151 stks
2026-06-30
Concentration9.4
Portfolio Stability0.0
Sector conviction52.3
View detail
DC
Dilation Capital Management LP
CIK 0001922880
Total reported value
$247.8M
20 stks
2026-06-30
Concentration25.7
Portfolio Stability94.2
Sector conviction100.0
View detail
DF
Dixon Fnancial Services, Inc.
CIK 0001909993
Total reported value
$246.9M
48 stks
2026-06-30
Concentration63.4
Portfolio Stability11.0
Sector conviction100.0
View detail
DA
Dover Advisors, LLC
CIK 0001964541
Total reported value
$244.2M
153 stks
2026-06-30
Concentration9.1
Portfolio Stability26.3
Sector conviction51.1
View detail
DI
Dynamo Internacional Gestao De Recursos Ltda.
CIK 0001546790
Total reported value
$244.2M
6 stks
2026-06-30
Concentration100.0
Portfolio Stability34.2
Sector conviction100.0
View detail
DE
DoubleLine ETF Adviser LP
CIK 0001959989
Total reported value
$242.2M
170 stks
2026-06-30
Concentration5.3
Portfolio Stability67.0
Sector conviction73.2
View detail
DR
Deane Retirement Strategies, Inc.
CIK 0001659346
Total reported value
$236.2M
52 stks
2026-06-30
Concentration16.4
Portfolio Stability90.3
Sector conviction39.1
View detail
DI
DLK Investment Management, LLC
CIK 0002016793
Total reported value
$233.7M
96 stks
2026-06-30
Concentration11.4
Portfolio Stability0.0
Sector conviction45.5
View detail
DK
Davidson Kahn Capital Management, LLC
CIK 0002055535
Total reported value
$232.8M
72 stks
2026-06-30
Concentration18.8
Portfolio Stability0.0
Sector conviction59.8
View detail
DC
Dinsmore Capital Management Co/nj
CIK 0001014776
Total reported value
$229.8M
134 stks
2015-09-30
Stale — no recent filing
Concentration3.8
Portfolio Stability43.9
Sector conviction71.9
View detail
DC
Dow Chemical Co /de/
CIK 0000029915
Total reported value
$228.5M
4 stks
2026-06-30
Concentration100.0
Portfolio Stability64.2
Sector conviction100.0
View detail
DE
Disciplined Equity Management, Inc.
CIK 0001909380
Total reported value
$225.8M
45 stks
2026-06-30
Concentration51.8
Portfolio Stability18.7
Sector conviction41.0
View detail
DF
Downshift Financial, LLC
CIK 0002118380
Total reported value
$222.7M
668 stks
2026-06-30
Concentration21.1
Portfolio Stability21.4
Sector conviction82.0
View detail
DV
Dreman Value Management, L L C
CIK 0001055282
Total reported value
$220.6M
457 stks
2018-03-31
Stale — no recent filing
Concentration16.2
Portfolio Stability37.9
Sector conviction69.9
View detail
DA
Deepwater Asset Management, LLC
CIK 0001964171
Total reported value
$220.2M
35 stks
2026-06-30
Concentration14.2
Portfolio Stability63.8
Sector conviction90.6
View detail
DF
Define Financial, LLC
CIK 0002021320
Total reported value
$217.8M
47 stks
2026-06-30
Concentration43.7
Portfolio Stability17.0
Sector conviction82.3
View detail
DC
Delta Capital Management LLC
CIK 0000893738
Total reported value
$217.2M
108 stks
2026-06-30
Concentration11.4
Portfolio Stability25.3
Sector conviction54.4
View detail
DS
D. Scott Neal, Inc.
CIK 0001596920
Total reported value
$216.2M
66 stks
2025-09-30
Stale — no recent filing
Concentration34.4
Portfolio Stability24.8
Sector conviction66.7
View detail
DC
Destiny Capital Corp/CO
CIK 0001965275
Total reported value
$215.0M
58 stks
2026-06-30
Concentration39.3
Portfolio Stability18.1
Sector conviction76.2
View detail
DJ
David J Yvars Group
CIK 0001836266
Total reported value
$211.9M
106 stks
2026-06-30
Concentration29.8
Portfolio Stability21.7
Sector conviction100.0
View detail
DN
Dempze Nancy E
CIK 0001592614
Total reported value
$209.0M
303 stks
2026-06-30
Concentration11.0
Portfolio Stability20.4
Sector conviction60.5
View detail
DL
Donald L. Hagan, LLC
CIK 0001638049
Total reported value
$203.7M
86 stks
2025-09-30
Stale — no recent filing
Concentration22.9
Portfolio Stability28.5
Sector conviction53.4
View detail
DA
Derbend Asset Management
CIK 0001874068
Total reported value
$203.0M
114 stks
2024-03-31
Stale — no recent filing
Concentration14.8
Portfolio Stability0.0
Sector conviction64.7
View detail
DF
Delphi Financial Group, Inc.
CIK 0000859139
Total reported value
$202.3M
26 stks
2026-06-30
Concentration37.2
Portfolio Stability53.4
Sector conviction72.4
View detail
DA
DUTCH ASSET Corp
CIK 0002115141
Total reported value
$201.0M
115 stks
2026-06-30
Concentration15.6
Portfolio Stability35.0
Sector conviction85.5
View detail
DI
Disciplined Investors, L.L.C.
CIK 0002056242
Total reported value
$199.9M
145 stks
2026-06-30
Concentration9.2
Portfolio Stability26.8
Sector conviction53.1
View detail
DT
Dba Trading, LLC
CIK 0002067608
Total reported value
$198.9M
39 stks
2026-06-30
Concentration100.0
Portfolio Stability1.7
Sector conviction100.0
View detail
DA
Draper Asset Management, LLC
CIK 0001847921
Total reported value
$197.7M
16 stks
2026-06-30
Concentration50.9
Portfolio Stability26.0
Sector conviction87.6
View detail
D&
Dominick & Dominick LLC
CIK 0001453102
Total reported value
$196.7M
183 stks
2014-12-31
Stale — no recent filing
Concentration5.0
Portfolio Stability32.9
Sector conviction45.5
View detail
DW
Delos Wealth Advisors, LLC
CIK 0001878326
Total reported value
$195.0M
304 stks
2026-06-30
Concentration10.5
Portfolio Stability19.9
Sector conviction60.3
View detail
DW
Defined Wealth Management, LLC
CIK 0001849518
Total reported value
$194.3M
115 stks
2026-06-30
Concentration8.5
Portfolio Stability0.0
Sector conviction65.3
View detail
DB
Dickmeyer Boyce Financial Management, Inc.
CIK 0002038325
Total reported value
$193.0M
129 stks
2026-06-30
Concentration8.3
Portfolio Stability17.0
Sector conviction45.0
View detail
D|
Dahring | Cusmano LLC
CIK 0002053669
Total reported value
$189.6M
62 stks
2026-06-30
Concentration21.1
Portfolio Stability18.1
Sector conviction66.0
View detail
DW
Dynamic Wealth Strategies, LLC
CIK 0001812853
Total reported value
$187.8M
291 stks
2026-06-30
Concentration15.6
Portfolio Stability26.0
Sector conviction47.7
View detail
DW
Daner Wealth Management, LLC
CIK 0001956649
Total reported value
$184.5M
96 stks
2026-06-30
Concentration22.3
Portfolio Stability8.8
Sector conviction53.2
View detail
DQ
Dale Q Rice Investment Management Ltd
CIK 0002041427
Total reported value
$184.4M
68 stks
2026-06-30
Concentration48.1
Portfolio Stability0.0
Sector conviction100.0
View detail
DR
Darwins River Capital, LP
CIK 0002064978
Total reported value
$182.4M
26 stks
2026-06-30
Concentration20.6
Portfolio Stability100.0
Sector conviction100.0
View detail
DJ
Dean, Jacobson Financial Services, LLC
CIK 0001869456
Total reported value
$181.7M
22 stks
2026-06-30
Concentration79.0
Portfolio Stability0.0
Sector conviction97.1
View detail
DW
Dominguez Wealth Management Solutions, Inc.
CIK 0001881335
Total reported value
$181.5M
75 stks
2026-06-30
Concentration26.3
Portfolio Stability11.8
Sector conviction68.1
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DF
Daviman Financial, LLC
CIK 0002104394
Total reported value
$181.1M
92 stks
2026-06-30
Concentration17.6
Portfolio Stability43.1
Sector conviction71.1
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DW
DecisionMap Wealth Management, LLC
CIK 0002001526
Total reported value
$178.7M
145 stks
2026-06-30
Concentration9.8
Portfolio Stability20.7
Sector conviction61.3
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DP
DSAM Partners (London) Ltd
CIK 0001565061
Total reported value
$176.5M
18 stks
2021-09-30
Stale — no recent filing
Concentration32.3
Portfolio Stability0.0
Sector conviction100.0
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DW
DB Wealth Management Group, LLC
CIK 0001843991
Total reported value
$176.1M
370 stks
2023-12-31
Stale — no recent filing
Concentration17.0
Portfolio Stability0.0
Sector conviction59.7
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DF
Dedeker Financial LLC
CIK 0002113408
Total reported value
$176.0M
55 stks
2026-06-30
Concentration27.1
Portfolio Stability65.1
Sector conviction100.0
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DF
DHK Financial Advisors, Inc.
CIK 0001922962
Total reported value
$173.9M
87 stks
2025-06-30
Stale — no recent filing
Concentration27.4
Portfolio Stability0.0
Sector conviction100.0
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DW
DeLarme Wealth Management, Inc.
CIK 0002070361
Total reported value
$172.5M
68 stks
2026-06-30
Concentration20.4
Portfolio Stability11.1
Sector conviction100.0
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DA
Doheny Asset Management /ca
CIK 0000936936
Total reported value
$172.4M
61 stks
2026-06-30
Concentration19.9
Portfolio Stability31.4
Sector conviction65.7
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DC
Del-Sette Capital Management, LLC
CIK 0001610580
Total reported value
$171.3M
50 stks
2026-06-30
Concentration18.7
Portfolio Stability0.0
Sector conviction65.1
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DC
Davis Capital Management
CIK 0001811806
Total reported value
$168.9M
1,270 stks
2026-06-30
Concentration15.0
Portfolio Stability20.5
Sector conviction40.4
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DI
Daniel Investment Group, Inc.
CIK 0002144243
Total reported value
$168.9M
33 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
DF
Demming Financial Services CORP /adv
CIK 0000760639
Total reported value
$157.3M
41 stks
2026-06-30
Concentration93.5
Portfolio Stability14.8
Sector conviction58.6
View detail
DC
Dialectic Capital Management, LP
CIK 0001411512
Total reported value
$155.4M
98 stks
2017-03-31
Stale — no recent filing
Concentration34.3
Portfolio Stability100.0
Sector conviction100.0
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DI
Diversified Investment Strategies, LLC
CIK 0001427196
Total reported value
$154.6M
52 stks
2026-06-30
Concentration25.3
Portfolio Stability13.9
Sector conviction49.5
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DF
DiPaolo Financial Group, Inc.
CIK 0002111462
Total reported value
$153.1M
47 stks
2026-06-30
Concentration35.8
Portfolio Stability11.9
Sector conviction63.5
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DW
DKM Wealth Management, Inc.
CIK 0002055833
Total reported value
$153.0M
74 stks
2026-06-30
Concentration25.3
Portfolio Stability12.2
Sector conviction100.0
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D&
Durante & Waters, LLC
CIK 0001666582
Total reported value
$152.6M
31 stks
2026-06-30
Concentration50.7
Portfolio Stability11.5
Sector conviction82.4
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DC
Dorato Capital Management
CIK 0002095216
Total reported value
$147.5M
254 stks
2026-06-30
Concentration15.0
Portfolio Stability12.3
Sector conviction54.6
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DA
Diamant Asset Management, Inc.
CIK 0001731124
Total reported value
$147.1M
81 stks
2026-06-30
Concentration25.1
Portfolio Stability0.0
Sector conviction50.3
View detail
DG
DMC Group, LLC
CIK 0001893403
Total reported value
$146.0M
128 stks
2026-06-30
Concentration9.2
Portfolio Stability0.0
Sector conviction75.7
View detail
DL
Dentgroup LLC
CIK 0001867570
Total reported value
$145.6M
93 stks
2025-12-31
Stale — no recent filing
Concentration10.0
Portfolio Stability10.9
Sector conviction100.0
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DC
Dara Capital US, Inc.
CIK 0001891892
Total reported value
$145.0M
110 stks
2026-06-30
Concentration15.1
Portfolio Stability71.5
Sector conviction100.0
View detail
DW
Delta Wealth Advisors LLC
CIK 0001970701
Total reported value
$140.0M
46 stks
2026-06-30
Concentration20.6
Portfolio Stability0.0
Sector conviction70.5
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DM
Delphi Management Partners VIII, L.L.C.
CIK 0001457494
Total reported value
$138.5M
4 stks
2021-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DS
Daytona Street Capital LLC
CIK 0002101936
Total reported value
$137.0M
279 stks
2026-06-30
Concentration6.3
Portfolio Stability0.0
Sector conviction55.3
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DF
Donalies Financial Planning, LLC
CIK 0002111587
Total reported value
$135.7M
78 stks
2026-06-30
Concentration15.9
Portfolio Stability0.0
Sector conviction95.0
View detail
DW
David Wealth Management LLC
CIK 0002042337
Total reported value
$134.3M
55 stks
2025-06-30
Stale — no recent filing
Concentration40.7
Portfolio Stability0.0
Sector conviction100.0
View detail
DW
Dwr Wealth Management, LLC
CIK 0002123012
Total reported value
$133.6M
56 stks
2026-06-30
Concentration25.1
Portfolio Stability16.4
Sector conviction100.0
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DG
Daventry Group, LP
CIK 0001823718
Total reported value
$132.5M
11 stks
2026-06-30
Concentration47.5
Portfolio Stability66.7
Sector conviction100.0
View detail
DF
Dynamic Financial Group
CIK 0002061178
Total reported value
$132.4M
76 stks
2026-06-30
Concentration54.4
Portfolio Stability0.0
Sector conviction80.1
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DM
Diker Management LLC
CIK 0001276525
Total reported value
$129.9M
46 stks
2026-06-30
Concentration76.8
Portfolio Stability37.8
Sector conviction100.0
View detail
DW
Davis Wealth Advisors, LLC
CIK 0002104502
Total reported value
$129.3M
93 stks
2026-06-30
Concentration15.0
Portfolio Stability30.3
Sector conviction100.0
View detail
DI
Dauntless Investment Group, LLC
CIK 0002044285
Total reported value
$127.3M
73 stks
2026-06-30
Concentration44.1
Portfolio Stability100.0
Sector conviction100.0
View detail
DI
DRH Investments, Inc.
CIK 0001630709
Total reported value
$126.3M
20 stks
2026-06-30
Concentration46.7
Portfolio Stability23.0
Sector conviction95.9
View detail
DD
Daniel Devine & Co
CIK 0001613634
Total reported value
$125.1M
48 stks
2018-06-30
Stale — no recent filing
Concentration35.7
Portfolio Stability12.5
Sector conviction50.5
View detail
D&
Dougherty & Associates, LLC
CIK 0002109295
Total reported value
$125.0M
52 stks
2026-06-30
Concentration20.2
Portfolio Stability0.0
Sector conviction60.1
View detail
DV
DAG Ventures, LLC
CIK 0001624576
Total reported value
$124.8M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability3.6
Sector conviction100.0
View detail
DF
DB Fitzpatrick & Co, Inc
CIK 0001885767
Total reported value
$123.7M
100 stks
2026-06-30
Concentration54.9
Portfolio Stability0.0
Sector conviction56.8
View detail
DC
Destiny Capital Securities Corporation
CIK 0001130991
Total reported value
$123.3M
55 stks
2023-09-30
Stale — no recent filing
Concentration26.5
Portfolio Stability0.0
Sector conviction84.8
View detail
DL
Drystone LLC
CIK 0001910462
Total reported value
$121.6M
18 stks
2026-06-30
Concentration35.3
Portfolio Stability11.3
Sector conviction93.3
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Showing 151-300 of 393 institutions