Dana Investment Advisors, Inc.

All 13F Filings

Location
Brookfield, WI
Most recent 13F
Q4 2025
Holdings value ($000)
3,437,316
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/5/2026 551 3,437,316 13F-HR Dana Investment Advisors, Inc.
Q3 2025 11/10/2025 557 3,414,439 13F-HR Dana Investment Advisors, Inc.
Q2 2025 8/13/2025 537 3,022,032 13F-HR Dana Investment Advisors, Inc.
Q1 2025 5/15/2025 542 2,791,411 13F-HR Dana Investment Advisors, Inc.
Q4 2024 2/6/2025 539 3,029,935 13F-HR Dana Investment Advisors, Inc.
Q3 2024 11/13/2024 531 3,021,782 13F-HR Dana Investment Advisors, Inc.
Q2 2024 8/27/2024 522 2,961,074 13F-HR/A - RESTATEMENT Dana Investment Advisors, Inc.
Q2 2024 8/13/2024 522 2,431,801 13F-HR Dana Investment Advisors, Inc.
Q1 2024 5/15/2024 523 3,007,822 13F-HR Dana Investment Advisors, Inc.
Q4 2023 2/7/2024 421 2,072,253 13F-HR Dana Investment Advisors, Inc.
Q3 2023 11/15/2023 406 1,956,858 13F-HR Dana Investment Advisors, Inc.
Q2 2023 8/15/2023 391 2,030,346 13F-HR Dana Investment Advisors, Inc.
Q1 2023 5/15/2023 395 1,967,801 13F-HR Dana Investment Advisors, Inc.
Q4 2022 2/13/2023 398 1,906,026 13F-HR Dana Investment Advisors, Inc.
Q3 2022 11/15/2022 397 1,763,616 13F-HR Dana Investment Advisors, Inc.
Q2 2022 8/15/2022 412 1,978,235 13F-HR Dana Investment Advisors, Inc.
Q1 2022 5/12/2022 342 2,168,459 13F-HR Dana Investment Advisors, Inc.
Q4 2021 2/9/2022 329 2,308,607 13F-HR Dana Investment Advisors, Inc.
Q3 2021 11/12/2021 315 2,208,211 13F-HR Dana Investment Advisors, Inc.
Q2 2021 8/10/2021 316 2,252,697 13F-HR Dana Investment Advisors, Inc.
Q1 2021 5/13/2021 315 2,163,048 13F-HR Dana Investment Advisors, Inc.
Q4 2020 2/11/2021 297 2,014,863 13F-HR Dana Investment Advisors, Inc.
Q3 2020 11/10/2020 281 1,836,983 13F-HR Dana Investment Advisors, Inc.
Q2 2020 8/11/2020 261 1,849,516 13F-HR Dana Investment Advisors, Inc.
Q1 2020 5/13/2020 269 1,640,990 13F-HR Dana Investment Advisors, Inc.
Q4 2019 2/11/2020 285 2,084,376 13F-HR Dana Investment Advisors, Inc.
Q1 2014 5/5/2014 261 1,595,843 13F-HR Dana Investment Advisors, Inc.
Q4 2013 2/12/2014 266 1,556,689 13F-HR Dana Investment Advisors, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.354 M 97.6% 9.855 K 0 9.855 K
ETFs 62.07 K 1.8% 2.676 K 0 2.676 K
Other 21.41 K 0.6% 10.35 K 0 10.35 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
3,437,316
Holdings
551
QoQ value change ($000)
22,877 (0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.