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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,324 managers (1,345 13F filers) reported a position in DGRO shares at 2026-06-30, 316,842,861 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,324
13F filers
1,345
New
94
Added
603
Reduced
398
Sold out
65
Shares held by filers
316,842,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC21,292,882$1.61B0.36%+1,056,27213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,167,455$1.53B0.08%+800,08113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,247,587$1.46B0.09%-142,05413F-HRTimelineGroup
Wealthfront Advisers LLC17,739,616$1.34B2.58%+313,91413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,415,274$1.09B0.44%+2,347,38313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,363,715$861M+530,489Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,158,166$846M0.23%+293,36213F-HRTimelineGroup
Capital Investment Advisors, LLC8,497,348$644M8.49%+65,75413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,168,442$619M0.1%-62,40113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,235,888$548M0.69%+10,41113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,839,276$519M0.1%-16,69913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,839,705$518M0.09%+178,07913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,857,129$444M0.22%-453,22113F-HRTimelineGroup
HighTower Advisors, LLC5,305,798$402M0.39%+156,88013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,988,207$378M0.04%+215,44113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,968,272$377M0.02%+214,64513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,717,379$358M-82,763Timeline
FMR LLCin group FMR LLC4,564,459$346M0.02%-730,92213F-HRTimelineGroup
Cetera Investment Advisers3,502,126$265M0.24%+177,62713F-HRTimeline
MML INVESTORS SERVICES, LLC3,363,810$255M0.52%+241,56413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,114,188$236M1.77%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,959,117$224M0.27%+21,69913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,865,667$217M0.18%+95,59113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,604,399$197M0.11%+112,35613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,527,648$192M0.2%-191,04913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,356,866$179M+1,331,921Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,140,640$162M0.19%+389,58613F-HRTimelineGroup
Avior Wealth Management, LLC2,122,891$161M4.23%+223,14713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,036,157$154M2.84%+165,62313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,530,327$116M0.16%-96,02013F-HR/ATimelineGroup
First Command Advisory Services, Inc.1,443,278$109M0.65%-76,92713F-HRTimeline
Beacon Pointe Advisors, LLC1,441,791$109M0.51%+47,39413F-HRTimeline
ProVise Management Group, LLC1,430,575$108M7.27%+27,16013F-HRTimeline
Dynasty Wealth Management, LLC1,329,183$101M0.75%+47,90813F-HRTimeline
Bluespring Wealth Management, LLC1,327,069$101M1.93%new13F-HRTimeline
Confluence Wealth Services, Inc.1,274,825$96.6M2.76%+224,07513F-HRTimeline
SHP Wealth Management1,268,880$96.2M6.61%+72,05513F-HRTimeline
Quotient Wealth Partners, LLC1,263,551$95.8M2.26%+40,90113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,258,029$95.3M+1,138Timeline
Gratus Wealth Advisors, LLC1,243,096$94.2M11.99%+25,08513F-HRTimeline
HM PAYSON & CO1,188,167$90.1M1.19%-776,85313F-HRTimeline
Seven Springs Wealth Group, LLC1,183,767$89.7M19.59%+40,10213F-HRTimeline
Ledyard National Bank1,162,346$88.1M7.06%+19,92013F-HRTimeline
Cambridge Investment Research Advisors,…1,125,372$85.3M0.19%+19,28013F-HR/ATimeline
Strategies Wealth Advisors, LLC1,106,388$83.9M7.5%-157,80713F-HRTimeline
American Trust1,039,043$78.7M6.07%+45,28913F-HRTimeline
Sanctuary Advisors, LLC980,791$74.3M0.34%-3,95513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.958,011$72.6M<0.01%-390,43313F-HRTimelineGroup
NewEdge Advisors, LLC953,486$72.3M0.22%+25,29513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.930,162$70.5M0.1%+3,51413F-HRTimelineGroup
Integrated Wealth Concepts LLC870,100$65.9M0.32%+561,79313F-HRTimeline
MCF Advisors LLC840,366$63.7M2.28%-3,64713F-HRTimeline
First Business Financial Services, Inc.839,061$63.6M4.93%+3,90613F-HRTimeline
Stonebridge Financial Group, LLC825,225$62.5M4.74%-4,48913F-HRTimeline
Conservest Capital Advisors, Inc.796,303$60.4M4.8%+2,89513F-HRTimeline
JGP Wealth Management, LLC752,651$57M5.12%+25,42513F-HRTimeline
FFT WEALTH MANAGEMENT LLC746,197$56.6M8.86%+37,48513F-HRTimeline
J.W. COLE ADVISORS, INC.734,223$55.6M0.96%-2,40813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers729,995$55.3M0.06%+160,30813F-HRTimelineGroup
Private Advisor Group, LLC725,570$55M0.25%-213,24413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding722,692$54.8M+378Timeline
Sigma Planning Corp721,444$54.7M1.38%+7513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding697,726$52.9M-12,197Timeline
CAPTRUST FINANCIAL ADVISORS673,955$51.1M0.08%-13,90613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp659,031$49.9M0.01%+18,32313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…658,931$49.9M7.6%+16,27313F-HRTimeline
Steward Partners Investment Advisory, L…629,011$47.7M0.24%-66,44913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …604,034$45.8M0.49%+1,13113F-HRTimelineGroup
XML Financial, LLC585,875$44.4M3.23%+9,82613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL576,397$43.7M0.87%+9,75813F-HRTimeline
Janney Montgomery Scott LLC569,971$43.2M0.08%+11,45513F-HRTimeline
Wolff Financial Management LLC564,374$42.8M8.53%-2,25713F-HRTimeline
Waverly Advisors, LLC558,937$42.4M0.25%-147,32413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.555,535$42.1M0.25%+21,00413F-HRTimelineGroup
DAGCO, INC.541,427$41M7.58%+21,74613F-HRTimeline
Scott Capital Advisors, LLC539,471$40.9M6.4%-9813F-HRTimeline
EARNED WEALTH ADVISORS, LLC536,322$40.6M2.62%+5,78313F-HRTimeline
Vestmark Advisory Solutions, Inc.521,597$39.5M0.37%+4,32113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co514,500$39M0.88%-175,00013F-HRTimelineGroup
FORM Wealth Advisors, LLC507,127$38.4M4.23%-208,31713F-HRTimeline
Hughes Financial Services, LLC483,103$36.6M4.85%+21,82413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding471,221$35.7M+6,358Timeline
Capital Analysts, LLCin group Capital Analysts, LLC453,330$34.4M0.79%-5,77413F-HRTimelineGroup
Silver Coast Investments LLC447,671$33.9M10.1%-1,99113F-HRTimeline
TRB Wealth Management, LLC447,648$33.9M4.52%+8,38713F-HRTimeline
Altus Wealth Management, LLC444,824$33.7M12.98%+3,18513F-HRTimeline
Compass Ion Advisors, LLC428,139$32.4M2.8%+8,97513F-HRTimeline
D'Orazio & Associates, Inc.422,469$32M3.71%-7,89313F-HRTimeline
Provident Wealth Management, LLC421,678$32M8.23%+2,12213F-HRTimeline
Legacy Financial Strategies, LLC418,414$31.7M4.91%+4,04713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…411,438$31.7M0.05%+23,35213F-HRTimeline
Creative Planningin group Creative Planning416,883$31.6M0.02%+12,55513F-HRTimelineGroup
SWEENEY & MICHEL, LLC385,673$30.6M8.05%+2,11413F-HRTimeline
Alliance Wealth Advisors, LLC401,517$30.4M12.16%+11,90213F-HRTimeline
Gotham Asset Management, LLC397,769$30.1M0.07%+44,30313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…394,229$29.9M0.05%+61,41313F-HRTimelineGroup
Presidio Capital Management, LLC393,622$29.8M7.46%+24,23413F-HRTimeline
Adirondack Capital Advisors, LLC389,302$29.5M15.82%+9,22713F-HRTimeline
&PARTNERS382,727$29.1M0.12%-1,03713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…362,153$27.4M5.24%+13,43813F-HRTimeline
SVRN Asset Management, LLC352,342$26.7M13.73%+179,62013F-HRTimeline
Davidson Capital Management Inc.351,056$26.6M4.26%+67513F-HRTimeline
Summit Investment Advisory Services, LLC339,666$25.7M6.46%+7,67513F-HRTimeline
Regent Peak Wealth Advisors LLC334,542$25.4M4.69%+5,58913F-HRTimeline
Atria Investments, Inc333,705$25.3M0.25%+75,82813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP332,548$25.2M0.15%-3,65413F-HRTimelineGroup
Kingsview Wealth Management, LLC331,194$25.1M0.3%+29,02613F-HRTimeline
Buck Wealth Strategies, LLC326,243$24.7M2.59%+52,50613F-HRTimeline
Meridian Financial Partners LLC317,378$24.6M8.4%-3,49013F-HRTimeline
Allegheny Financial Group323,740$24.5M2.6%+2,67213F-HRTimeline
CHOREO, LLC322,205$24.4M0.27%-31413F-HRTimeline
Financiere des Professionnels - Fonds d…318,100$24.1M1.36%+33,10013F-HRTimeline
Capital Advisors, Ltd. LLC317,525$24.1M2.43%+8,20313F-HRTimeline
Powers Advisory Group, LLC317,138$24M7.53%+21,66013F-HRTimeline
MAI Capital Management315,607$23.9M0.09%+11,15313F-HRTimeline
Prospera Financial Services Inc310,091$23.5M0.34%+2,49313F-HRTimeline
DAVENPORT & Co LLC309,991$23.5M0.12%+1,85613F-HRTimeline
VICUS CAPITAL309,153$23.4M1.51%-5,51713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…307,634$23.3M0.13%-9,91813F-HRTimelineGroup
MORTON COMMUNITY BANK300,284$22.8M4.64%+7,87513F-HRTimeline
Robertson Stephens Wealth Management, L…289,676$22M0.54%-11,07213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…275,263$20.9M0.7%-7,59513F-HRTimelineGroup
HB Wealth Management, LLC274,583$20.8M0.12%-6,06213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC267,041$20.2M4.96%+8,32913F-HRTimeline
Madison Wealth Partners, Inc266,037$20.2M2.57%-42913F-HRTimeline
WealthPlan Investment Management, LLC265,749$20.1M1%+85,79713F-HRTimeline
Atwater Malick LLC264,081$20M4.36%+13,41513F-HRTimeline
W1M Asset Management Ltd260,961$19.8M0.18%-6013F-HRTimeline
Global Retirement Partners, LLC259,102$19.6M0.3%13F-HRTimeline
Accel Wealth Management258,988$19.6M4.42%+15,98813F-HRTimeline
Objectivity Squared, LLC257,674$19.5M11%+1,58613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC255,392$19.4M1.05%+8,65513F-HRTimeline
Mutual Advisors, LLC255,329$19.4M0.36%+10,92313F-HRTimeline
46 Peaks LLC243,630$18.5M11.61%-25,77913F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC243,115$18.4M4.1%+6,18013F-HRTimeline
Rooted Wealth Advisors, Inc.242,848$18.4M4.51%+4,96313F-HRTimeline
Capital Planning LLC240,778$18.2M5.31%-17,52113F-HRTimeline
IFS Advisors, LLC240,027$18.2M8.71%-1,10313F-HRTimeline
truNorth Financial Services, Inc.236,045$17.9M16.02%+8,97213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC234,139$17.7M0.01%+111,93913F-HRTimelineGroup
LifeGoal Investments, LLC232,615$17.6M8.07%+22,47013F-HRTimeline
PFS Partners, LLC231,763$17.6M7.11%+1,45713F-HRTimeline
Tandem Wealth Advisors LLC231,146$17.5M6.97%+5,13213F-HRTimeline
FourThought Financial Partners, LLC224,977$17.1M1.32%-34713F-HRTimeline
PSI Advisors, LLC222,060$16.8M3.91%-11,70213F-HRTimeline
Dynamic Advisor Solutions LLC220,075$16.7M0.47%+6,83113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV218,684$16.6M0.02%+2,88413F-HR/ATimeline
Well Done, LLC218,014$16.5M2.22%-2,17013F-HRTimeline
Eagle Strategies LLC216,385$16.4M1.63%-2,55413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding205,598$16.1M+116,065Timeline
KOM Wealth Management Group, LLC206,662$15.7M9.46%+7,70613F-HRTimeline
Planning Strategies Inc.205,356$15.6M9.73%13F-HRTimeline
TBH Global Asset Management, LLC202,793$15.4M2.82%-9,46813F-HRTimeline
Twelve Points Wealth Management LLC202,235$15.3M3.07%+32,67013F-HRTimeline
Argent Advisors, Inc.201,942$15.3M3.83%+5,92513F-HRTimeline
Beaumont Financial Advisors, LLC200,797$15.2M0.97%+2,57113F-HRTimeline
FC Advisory LLC199,373$15.1M4%+6713F-HRTimeline
Gimbal Financial199,017$15.1M9.59%13F-HRTimeline
WealthShield Partners, LLC198,534$15M2.3%+12,94713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…197,951$15M0.13%+90,50313F-HRTimelineGroup
WealthPLAN Partners, LLC197,583$15M2.86%-17,56713F-HRTimeline
Churchill Financial Advisors, LLC197,441$15M2.88%+47,20513F-HRTimeline
Karpus Management, Inc.196,580$14.9M0.43%+1,50213F-HRTimeline
Meridian Wealth Management, LLC195,870$14.8M0.46%+2,79213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC195,545$14.8M0.04%+100,86613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp191,180$14.5M0.6%+5,30113F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …189,213$14.3M1.69%-4,48413F-HRTimeline
Arkadios Wealth Advisors183,918$13.9M0.21%-7,92713F-HRTimeline
Valmark Advisers, Inc.183,544$13.9M0.15%+22,03413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC181,702$13.8M6.64%+2,50213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC179,066$13.6M0.02%+13,08613F-HRTimelineGroup
Journey Advisory Group, LLC175,501$13.3M1.02%-2,36913F-HRTimeline
Atlas Private Wealth Advisors175,430$13.3M2.91%+6,49613F-HRTimeline
Cornerstone Wealth Management, LLC173,693$13.2M0.57%+6,98213F-HRTimeline
TriaGen Wealth Management LLC172,855$13.1M3.29%+4,85313F-HRTimeline
Rothschild Wealth LLC172,085$13M1.04%-3,41313F-HRTimeline
Allworth Financial LP171,292$13M0.06%-4,06413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding170,766$12.9M-6,352Timeline
Gladstone Institutional Advisory LLC170,472$12.9M0.41%+1,76813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…169,242$12.8M0.14%+3,75413F-HRTimelineGroup
Advisory Services Network, LLC166,849$12.6M0.14%+15,97413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165,451$12.5M0.02%+16,58513F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…163,676$12.4M0.41%+5,72913F-HRTimelineGroup
Baker Avenue Asset Management, LP162,827$12.3M0.23%-3,19713F-HRTimeline
Aptus Capital Advisors, LLC162,707$12.3M0.09%+23,03013F-HRTimeline
Fairway Financial, LLC161,709$12.3M8.38%+1,67513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding160,871$12.2M-1,405Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC159,676$12.1M1.59%-23313F-HR/ATimeline
Savant Capital, LLC156,492$11.9M0.04%+14,43613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC157,628$11.9M0.01%-10,45013F-HRTimelineGroup
COFG Advisors, LLC156,900$11.9M2.05%-2613F-HRTimeline
KPP Advisory Services LLC156,523$11.9M1.5%+2,97513F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC154,866$11.7M5.74%-87513F-HRTimeline
OneDigital Investment Advisors LLC153,213$11.6M0.1%-1,85213F-HRTimeline
Targeted Financial Services LLC152,836$11.6M8.55%-2,21713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS151,090$11.5M0.47%+10,97513F-HRTimeline
CVA Family Office, LLC150,918$11.4M1.04%+12,97013F-HRTimeline
Summit Financial, LLC150,697$11.4M0.13%-18,04913F-HRTimeline
Capital International Investorsin group Capital International Investo…150,174$11.4M<0.01%+93,57113F-HRTimelineGroup
Forbes Financial Planning, Inc.148,966$11.3M6.06%+43513F-HRTimeline