Dana Investment Advisors, Inc. has released its latest 13F-HR filing, revealing a substantial total of $3,685,799,080 in holdings as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategies and its positions in various companies across multiple sectors.

The filing indicates that Dana Investment Advisors continues to maintain a strong presence in the investment advisory industry. The firm’s holdings include notable companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., demonstrating a diversified investment approach. The data suggests that Dana is strategically positioned to navigate the market, which could influence its competitors in the financial services sector.

Background

Dana Investment Advisors, Inc. is a financial services firm based in Waukesha, Wisconsin. The company primarily focuses on investment advisory services. According to the recent filings, Dana operates under the Central Index Key (CIK) 0001427514. The firm has been active in filing various forms with the SEC, including multiple 13F-HR submissions throughout 2026.

What the Filing Says

The 13F-HR filing dated November 6, 2026, reveals that Dana Investment Advisors has a total of 407 entries in its portfolio. The total value of the holdings reported is $3,685,799,080. This substantial figure reflects the firm’s strategic investments and positions in various publicly traded companies.

Impact

This filing may affect various stakeholders, including clients of Dana Investment Advisors, potential investors, and competitors in the financial advisory sector. The large value of the holdings indicates a robust investment strategy that could attract more clients seeking advisory services.

What's Next

The filing does not specify what happens next regarding Dana Investment Advisors' investment strategies or future filings. However, the firm is expected to continue monitoring its holdings and may adjust its portfolio in response to market conditions.