Institutional filer · SEC 13F · Q2 2024
Dana Investment Advisors, Inc.
The reported 13F portfolio of Dana Investment Advisors, Inc. (CIK 1427514) - top holdings, how concentrated the book is, and what changed last quarter.
- $3.0B
- Reported book
- 522
- Positions
- #35
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Dana Investment Advisors, Inc. ranks #35 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2024 the reported book is $3.0B across 522 positions, a broadly diversified portfolio.
- $3.0B
- reported 13F value
- 522
- disclosed positions
- 4.2%
- in APPLE INC
- #35
- of 360 filers
Top-5 share 15.0% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Dana Investment Advisors, Inc. ranks #35 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Dana Investment Advisors, Inc. sits by disclosed position count
Dana Investment Advisors, Inc. reports 522 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Dana Investment Advisors, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
522 52nd of 360 higher than 308 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Dana Investment Advisors, Inc. reports a book ($2.96B) spread across 522 disclosed positions -- more than the 373-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1427514 · Q2 2024 $3.0B book
BOOK-HEAVY · POS-MID · CONC-BROAD · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #35/360
- POS-MID 522 names
- CONC-BROAD 15% top-5
- LEAD-MIX 4.2% top
- PHOTO-FINISH B. Riley Wealth , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2024
Photo-finish peer on reported book: B. Riley Wealth Advisors, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Dana Investment Advisors, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$3.0B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $123.7M | 4.2% |
| 2 | MICROSOFT CORP | $106.6M | 3.6% |
| 3 | NVIDIA CORPORATION | $85.8M | 2.9% |
| 4 | ALPHABET INC | $70.3M | 2.4% |
| 5 | AMAZON COM INC | $58.6M | 2.0% |
| 6 | META PLATFORMS INC | $51.4M | 1.7% |
| 7 | BROADCOM INC | $41.3M | 1.4% |
| 8 | VISA INC | $34.9M | 1.2% |
| 9 | DELL TECHNOLOGIES INC | $31.6M | 1.1% |
| 10 | SERVICENOW INC | $28.9M | 1.0% |
| 11 | DIAMONDBACK ENERGY INC | $28.3M | 0.9% |
| 12 | ADOBE INC | $27.8M | 0.9% |
| 13 | FISERV INC | $27.5M | 0.9% |
| 14 | JPMORGAN CHASE & CO. | $27.1M | 0.9% |
| 15 | UBER TECHNOLOGIES INC | $26.5M | 0.9% |
| 16 | BANK NEW YORK MELLON CORP | $26.0M | 0.9% |
| 17 | ABBVIE INC | $25.7M | 0.9% |
| 18 | AMERICAN EXPRESS CO | $25.7M | 0.9% |
| 19 | EXXON MOBIL CORP | $24.8M | 0.8% |
| 20 | BOSTON SCIENTIFIC CORP | $24.5M | 0.8% |
| 21 | WORKDAY INC | $24.0M | 0.8% |
| 22 | UNITEDHEALTH GROUP INC | $23.7M | 0.8% |
| 23 | PULTE GROUP INC | $23.0M | 0.8% |
| 24 | SALESFORCE INC | $22.6M | 0.8% |
| 25 | MERCK & CO INC | $22.4M | 0.8% |
Latest Quarter Trades · Q2 2024
New positions (200)
Frequently Asked Questions
- How big is Dana Investment Advisors, Inc.'s 13F portfolio?
- Dana Investment Advisors, Inc. reports $3.0B of long US-equity positions across 522 securities as of Q2 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Dana Investment Advisors, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Dana Investment Advisors, Inc. ranks #35 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Dana Investment Advisors, Inc.'s largest position?
- Dana Investment Advisors, Inc.'s largest reported position is APPLE INC at $123.7M, about 4.2% of its reported book as of Q2 2024.
- What did Dana Investment Advisors, Inc. trade last quarter?
- In its Q2 2024 filing, Dana Investment Advisors, Inc. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Dana Investment Advisors, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($3.0B here).
Similar holding count
Nearest filers by number of disclosed positions (522 here).
Using this filing
- The rankings sort every tracked filer the same way Dana Investment Advisors, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- B. Riley Wealth Advisors, Inc. reported the nearest book value ($3.1B) this quarter, a useful scale comparison for Dana Investment Advisors, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.