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| Dana Investment Advisors Inc
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| CRD # | 105879 |
| SEC # | 801-14828 |
| CIK # | 0001427514 |
| AUM | 6,076.5 M (2026-03-24) |
| Employees | 60 (47% Investors, 0% Brokers) |
| Phone | 262-782-3631 |
| Address | 20700 Swenson Drive, Suite 400 Waukesha, WI 53186-0904 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 620 | 0.3 |
| (b) Individuals (high net worth individuals) | 710 | 1.9 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 6 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 0.7 |
| (h) Charitable organizations | 68 | 0.4 |
| (i) State or municipal government entities | 57 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 11 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 103 | 0.8 |
| (n) Other | 673 | 0.3 |
| Total | 3,979 | 6.1 |
| By Discretionary | ||
| Discretionary | 3,920 | 5.5 |
| Non-Discretionary | 59 | 0.6 |
| Total | 3,979 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 5.9 | |
| Total | 3,979 | 6.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001427514] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Clients | 38 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 9845007A5763B5056D73 |
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