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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,170 managers (1,183 13F filers) reported a position in DGRO shares at 2025-09-30, 280,464,109 shares in all. 90 filers opened a position and 63 filers sold out during the quarter.

Managers
1,170
13F filers
1,183
New
90
Added
496
Reduced
392
Sold out
63
Shares held by filers
280,464,109

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SAGESPRING WEALTH PARTNERS, LLC130,928$8.91M0.17%-1,53413F-HRTimeline
Valmark Advisers, Inc.130,104$8.86M0.11%+16,80513F-HRTimeline
Aptus Capital Advisors, LLC129,826$8.84M0.08%+1,99013F-HRTimeline
Foundations Investment Advisors, LLC128,891$8.77M0.13%-3,56113F-HRTimeline
D.A. DAVIDSON & CO.125,612$8.55M0.05%+13,25313F-HRTimeline
Bernard Wealth Management Corp.125,098$8.52M3.56%+118,59113F-HRTimeline
Crews Bank & Trust124,558$8.48M1.24%+2,32213F-HRTimeline
Aprio Wealth Management, LLC123,430$8.4M0.84%+3,66813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP122,332$8.33M<0.01%+7,23213F-HRTimelineGroup
HF Advisory Group, LLC121,683$8.28M3.04%+5,21113F-HRTimeline
Meridian Financial Advisors, LLC120,706$8.22M4.63%+2,68213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV120,248$8.22M1.56%+6,53313F-HRTimeline
Talisman Wealth Advisors LLC120,590$8.21M6.8%+3,26013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC120,484$8.2M3.76%+86813F-HRTimeline
Crumly & Associates Inc.118,195$8.05M1.76%-5,79413F-HRTimeline
Merit Financial Group, LLC118,141$8.04M0.07%-1,35213F-HR/ATimeline
Asset Dedication, LLC117,633$8.01M0.54%-72313F-HRTimeline
Arkos Global Advisors117,511$8M1.02%+51213F-HRTimeline
Physician Wealth Advisors, Inc.116,736$7.95M1.13%-3,65213F-HRTimeline
Avidian Wealth Enterprises, LLC116,651$7.94M0.3%-56313F-HRTimeline
Stonebridge Financial Planning Group, L…116,277$7.92M2.97%+6,28213F-HRTimeline
Coastal Bridge Advisors, LLC116,068$7.9M0.6%-25713F-HRTimeline
Cresset Asset Management, LLC116,010$7.9M0.03%+24,51813F-HR/ATimeline
B. Riley Wealth Advisors, Inc.115,745$7.88M0.38%-56213F-HRTimeline
Sunbelt Securities, Inc.113,597$7.73M0.53%+32,08313F-HRTimeline
MGO ONE SEVEN LLC112,495$7.66M0.18%+13,23613F-HRTimeline
Matisse Capital112,476$7.66M3.45%-2,65713F-HRTimeline
Lineweaver Wealth Advisors, LLC111,297$7.58M1.11%-1,19913F-HRTimeline
Alhambra Investment Management LLC111,121$7.57M3.59%+1913F-HRTimeline
Johnson & White Wealth Management, LLC110,650$7.53M3.45%+3,60913F-HRTimeline
Autumn Glory Partners, LLC109,098$7.43M3.05%+6,68913F-HRTimeline
Integrated Investment Consultants, LLC109,041$7.42M1.26%+2,20013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC108,335$7.38M2.43%+16,80213F-HRTimeline
ADG Wealth Management Group, LLC108,218$7.37M5.85%+3,76913F-HRTimeline
Quad-Cities Investment Group, LLC107,005$7.28M3.1%+2,34013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…106,600$7.26M0.02%+52,10013F-HRTimelineGroup
Fiduciary Alliance LLC105,444$7.18M0.48%+28713F-HRTimeline
Hoese & Co LLP104,577$7.12M5.44%+70013F-HRTimeline
LGL PARTNERS, LLC104,569$7.12M3.03%+2,85313F-HRTimeline
Hubbell Strickland Wealth Management, L…103,935$7.08M2.91%+16713F-HRTimeline
Twelve Points Wealth Management LLC103,965$7.08M1.76%+55,82613F-HRTimeline
Professional Financial Advisors, LLC102,185$6.96M1.46%+2,16113F-HRTimeline
Connecticut Wealth Management, LLC101,109$6.88M0.31%-5,11713F-HRTimeline
Csenge Advisory Group100,113$6.82M0.33%+7,26413F-HRTimeline
AtlasMark Financial, Inc99,172$6.75M4.51%+7,18013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI98,988$6.74M0.38%+2,03713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC97,600$6.64M0.01%+81,40013F-HRTimeline
Karpus Management, Inc.97,006$6.6M0.21%new13F-HRTimeline
CWM, LLCin group CWM, LLC96,662$6.58M0.02%+17,95513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\94,412$6.43M0.01%+5,16313F-HRTimelineGroup
Sequoia Financial Advisors, LLC94,087$6.41M0.04%-21,06413F-HRTimeline
Royal Fund Management, LLC93,527$6.37M0.77%-29,84913F-HRTimeline
SMITH, MOORE & CO.91,649$6.24M0.48%+2,16513F-HRTimeline
Geneos Wealth Management Inc.91,579$6.23M0.16%+81813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,055$6.13M0.1%+1,08513F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT89,605$6.1M0.69%+1,90013F-HRTimeline
Mill Creek Capital Advisors, LLC89,466$6.09M0.13%+34413F-HRTimeline
AlphaCore Capital LLC89,396$6.09M0.2%+48,60713F-HRTimeline
HARBOUR INVESTMENTS, INC.88,198$6M0.14%+4,92813F-HRTimeline
Larson Financial Group LLC87,450$5.95M0.21%+18213F-HRTimeline
Cascade Financial Partners, LLC86,476$5.89M0.67%+1,49313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,991$5.85M0.04%-4,60213F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC85,270$5.81M3.27%+6,70213F-HR/ATimeline
Cornell Pochily Investment Advisors, In…85,262$5.8M1.73%+3,63213F-HRTimeline
Visionary Wealth Advisors85,011$5.79M0.27%+54913F-HRTimeline
TME FINANCIAL, INC.84,771$5.77M4.32%+3,83713F-HRTimeline
Towercrest Capital Management83,382$5.68M0.91%+6,60313F-HRTimeline
BLAIR WILLIAM & CO/IL82,695$5.63M0.01%-99413F-HRTimeline
LexAurum Advisors, LLC82,524$5.62M0.8%+7,16213F-HRTimeline
JPL Wealth Management, LLC81,678$5.56M1.32%+16713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding80,601$5.49M+65,555Timeline
MARINO, STRAM & ASSOCIATES LLC80,411$5.47M0.98%+5,44113F-HRTimeline
Wela Strategies, Inc.79,604$5.42M2.06%-2,37513F-HRTimeline
NewEdge Wealth, LLC79,805$5.4M0.08%-11,18313F-HRTimeline
Glen Eagle Advisors, LLC79,058$5.38M0.75%+7,19313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…78,602$5.35M0.18%+1,66513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,301$5.33M0.11%+11,41513F-HRTimelineGroup
Forbes Financial Planning, Inc.77,499$5.29M3.5%+2,63413F-HRTimeline
Vista Cima Wealth Management LLC76,229$5.19M4.32%+3,17813F-HRTimeline
GAMMA Investing LLC75,907$5.17M0.28%+6,43313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC75,307$5.13M0.01%+4,75313F-HRTimelineGroup
Red Tortoise LLC75,029$5.11M2.24%+40813F-HRTimeline
Composition Wealth, LLC74,950$5.1M0.08%+49,38613F-HRTimeline
PINNACLE ASSOCIATES LTD74,223$5.05M0.07%-94713F-HRTimeline
GC Wealth Management RIA, LLC73,367$4.99M0.16%+67,11313F-HRTimeline
Arete Wealth Advisors, LLC72,897$4.96M0.31%+5,74513F-HRTimeline
PACIFIC FINANCIAL GROUP INC72,150$4.91M3.64%-5,23013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC71,575$4.87M0.29%+25,90113F-HRTimeline
Stillwater Wealth Management Group70,946$4.83M3.38%13F-HRTimeline
World Investment Advisors70,677$4.81M0.1%-2,88413F-HRTimeline
Smith Thornton Advisors LLC69,485$4.73M2.48%+1,39013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC69,477$4.73M0.39%+2,64413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,286$4.72M0.09%+19813F-HRTimelineGroup
IHT Wealth Management, LLC68,580$4.67M0.12%-6,76713F-HRTimeline
Tranquility Partners, LLC68,253$4.65M1.57%-2,51913F-HRTimeline
DDFG, Inc68,248$4.65M1.07%-125,03213F-HRTimeline
NorthRock Partners, LLC68,210$4.64M0.08%+49,57013F-HRTimeline
Thrive Capital Management, LLC67,391$4.59M1.18%-2,95713F-HRTimeline
Financial Perspectives, Inc65,721$4.47M1.24%+3,57813F-HRTimeline
Accretive Wealth Partners, LLC65,665$4.47M1.36%+25,14313F-HRTimeline
Samalin Investment Counsel, LLC65,651$4.47M1.54%+2,50113F-HRTimeline
Beacon Bridge Wealth Partners, LLC64,918$4.42M1.57%+2,75413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS64,841$4.41M0.16%+2,17113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.64,668$4.4M0.21%+95313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC64,429$4.39M0.3%-13,44913F-HRTimeline
Vantage Financial Partners, LLC64,428$4.39M0.92%+3,75913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC63,041$4.29M0.28%+1,05713F-HRTimeline
EQ LLC62,688$4.27M1.45%new13F-HRTimeline
CALTON & ASSOCIATES, INC.62,122$4.23M0.63%+2,70013F-HRTimeline
Family Legacy, Inc.61,984$4.22M1.29%-1,40913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,729$4.2M0.01%-39,65113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …61,946$4.19M0.14%new13F-HRTimelineGroup
RVW Wealth, LLC60,921$4.15M0.32%-77213F-HRTimeline
CVA Family Office, LLC60,730$4.13M0.53%+24,01013F-HRTimeline
IFP Advisors, Inc60,509$4.12M0.11%+2,36313F-HR/ATimeline
Goldstone Financial Group, LLC59,837$4.07M0.48%+11,03013F-HRTimeline
WBH ADVISORY INC59,816$4.07M0.31%-43,23813F-HRTimeline
GUIDANCE CAPITAL, INC59,113$4.06M1.06%+7,72813F-HRTimeline
Quantinno Capital Management LP59,166$4.03M0.01%+49,03013F-HRTimeline
Verdence Capital Advisors LLC57,846$4M0.23%+4,68313F-HRTimeline
CENTRAL TRUST Co58,678$3.99M0.08%+56,30913F-HRTimeline
Innovative Wealth Building LLC58,580$3.99M3.11%-6,75713F-HRTimeline
Measured Wealth Private Client Group, L…57,981$3.95M1.06%013F-HRTimeline
Beacon Financial Advisory LLC57,761$3.93M0.91%+2,01213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,275$3.83M0.01%+1813F-HRTimelineGroup
Cambridge Financial Group, LLC56,070$3.82M1.23%+8,28513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC55,277$3.76M0.26%+76013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC54,293$3.7M0.04%+4,93513F-HRTimelineGroup
HOWE & RUSLING INC53,785$3.66M0.25%-92313F-HRTimeline
Lantern Wealth Advisors, LLC53,760$3.66M1.94%-1,77813F-HRTimeline
Chicago Partners Investment Group LLC53,072$3.65M0.1%-58413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.52,930$3.6M0.19%+16,12713F-HRTimelineGroup
Intellus Advisors LLC52,907$3.6M0.49%+1313F-HRTimeline
Guidance Point Advisors, LLC52,688$3.59M0.87%-9513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,670$3.59M0.24%+4,34813F-HRTimeline
Milestone Asset Management Group, LLC52,500$3.57M2.25%+28213F-HRTimeline
RFG Advisory, LLC52,225$3.56M0.07%-9,78413F-HRTimeline
Prism Advisors, Inc.52,003$3.54M0.96%013F-HRTimeline
Ring Mountain Capital, LLC51,926$3.54M1.96%-13013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,753$3.52M<0.01%+29313F-HRTimelineGroup
Fermata Advisors, LLC51,004$3.47M0.88%-3,21213F-HRTimeline
Riverbend Wealth Management, LLC50,843$3.46M2.42%-73913F-HRTimeline
Keystone Financial Group50,757$3.46M0.26%+2513F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.50,556$3.44M3.02%-56,48013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,357$3.43M<0.01%+1,97313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC50,328$3.43M0.15%+3,42813F-HRTimeline
SevenBridge Financial Group, LLC48,645$3.36M0.55%+10,00213F-HRTimeline
Norway Savings Bank47,659$3.24M1.57%+3,71513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,481$3.23M0.06%+10,47513F-HRTimelineGroup
Weaver Consulting Group47,413$3.23M0.82%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA47,114$3.21M0.73%013F-HRTimeline
Western Wealth Management, LLC46,926$3.19M0.17%+3,57313F-HRTimeline
Onyx Bridge Wealth Group LLC46,553$3.17M0.34%new13F-HRTimeline
MBE Wealth Management, LLC46,362$3.16M1.37%-3,47313F-HRTimeline
JB Capital LLC46,029$3.13M0.14%+7,82513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC45,767$3.12M0.08%+16,86013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,650$3.11M0.07%+62713F-HRTimeline
Oak Asset Management, LLC45,597$3.1M1.06%+72513F-HRTimeline
Snowden Capital Advisors LLC44,322$3.02M0.08%-15413F-HRTimeline
Farther Finance Advisors, LLC44,036$3M0.05%+19,13713F-HRTimeline
Endowment Wealth Management, Inc.43,953$2.99M1.36%+4,62413F-HRTimeline
Perennial Investment Advisors, LLC43,577$2.97M0.25%+2,76213F-HRTimeline
SYNOVUS FINANCIAL CORP43,225$2.94M0.03%-1,29713F-HRTimeline
Echo Wealth Management, LLC43,200$2.94M1.72%+56313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,189$2.94M0.17%+5,25513F-HRTimeline
FSC Wealth Advisors, LLC43,173$2.94M1.7%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC41,978$2.86M0.05%-70013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO41,942$2.86M0.02%+4,27113F-HRTimelineGroup
VestGen Advisors, LLC41,879$2.85M0.09%+24,79413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC41,671$2.84M0.3%+56313F-HRTimeline
MFA Wealth Services41,234$2.81M1.94%-82713F-HRTimeline
180 WEALTH ADVISORS, LLC41,027$2.79M0.34%-2,82613F-HRTimeline
Capital International Investorsin group Capital International Investo…40,962$2.79M<0.01%+16,01013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC40,930$2.79M0.29%-15,71413F-HRTimeline
Winthrop Advisory Group LLC40,575$2.76M0.24%+36713F-HRTimeline
Tennessee Valley Asset Management Partn…40,350$2.75M0.37%new13F-HRTimeline
APS Management Group, Inc.40,320$2.75M2.43%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.40,187$2.73M0.97%+5413F-HRTimeline
GSG Advisors LLC39,532$2.7M0.71%+11813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39,147$2.67M0.02%+11,70413F-HRTimeline
KCM INVESTMENT ADVISORS LLC38,992$2.65M0.09%-60113F-HRTimeline
CIBC WORLD MARKET INC.38,961$2.65M0.01%+76813F-HRTimeline
Smartleaf Asset Management LLC39,126$2.65M0.16%+5,66413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC38,773$2.64M2.23%+2,58513F-HRTimeline
Summit Wealth Partners, LLC38,664$2.63M0.48%+18013F-HRTimeline
Bonfire Financial38,412$2.62M2.01%-6813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding38,080$2.59M+813Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,728$2.57M<0.01%+1,79313F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC37,294$2.57M0.41%-19413F-HRTimeline
Forza Wealth Management, LLC37,693$2.57M0.98%+39513F-HRTimeline
4J Wealth Management LLC37,512$2.55M1.5%-1,26613F-HRTimeline
Old Mission Investment Co LLC36,851$2.51M0.61%-2,19513F-HRTimeline
Probity Advisors, Inc.36,793$2.5M0.41%+8,59613F-HRTimeline
GRIES FINANCIAL LLC36,511$2.49M0.39%013F-HRTimeline
OMNI 360 Wealth, Inc.36,508$2.49M1.39%+58413F-HRTimeline
Centerpoint Advisory Group35,176$2.39M1.86%-1,05313F-HRTimeline
Wealthspire Advisors, LLC35,144$2.39M0.01%+2,45713F-HRTimeline
Flavin Financial Services, Inc.34,984$2.38M1.69%+14,93413F-HR/ATimeline
BAILARD, INC.34,497$2.35M0.05%-1313F-HRTimeline
NorthCoast Asset Management LLC34,324$2.34M0.01%-11813F-HRTimeline