D.A. DAVIDSON & Overview

D.a. Davidson & Company . is an investment advisor that manages 9.7 BN dollars in regulatory AUM and has 1270 employees, of which 409 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 3BN in positions, representing 35% of the manager's regulatory AUM.

D.A. DAVIDSON & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

D.A. DAVIDSON & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTV 5.79% ETF 1.77% -0.05% 2 3%
VUG 5.37% ETF 3.92% 0.07% 3 3%
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D.A. DAVIDSON & Founders and Key Employees

Name Title In Position Since
Ian Bruce Davidson Chairman Emeritus November-2004
William Adam Jr Johnstone Chairman & Chief Executive Officer, Director November-2004
Thomas Steven Nelson Svp, Chief Financial Officer, Director December-2008
Lawrence Todd Martinez Svp, General Counsel, Chief Administrative Officer January-2007
Douglas Arthur Woodcock President Of Equity Capital Markets October-2007
Samuel Charles Doyle President Of Fixed Income Capital Markets October-2007
James Patrick Kerr President D.A. Davidson Companies, Director January-2012
Timothy George Austin Svp, Chief Operations Officer December-2008
Wesley Dean Hall Chief Compliance Officer October-2012
Michael Joseph Purpura President, Individual Investor Group, Director October-2014
Donald Warren Jr Crowell Director August-2013

D.A. DAVIDSON & Brokers, Custodians, Auditors and Administrators

Type Company

D.A. DAVIDSON & Investment Strategy

Item 8 Client Contact with
Portfolio Managers

D.A. Davidson does not place any restrictions on clients who wish to contact or consult with Portfolio Managers managing their accounts. D.A. Davidson encourages clients to discuss their
accounts with their Financial Advisor. Typically, the
Financial Advisor serves as the communication conduit between the client and the manager.

Item 9 Additional Information

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D.A. DAVIDSON & Portfolio Concentration

D.A. DAVIDSON & Location


D.A. DAVIDSON & Contact Information

Phone Number: 406-727-4200
Fax Number: 406-791-7380



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