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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,272 managers (1,288 13F filers) reported a position in DGRO shares at 2025-12-31, 294,059,268 shares in all. 68 filers opened a position and 51 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
68
Added
526
Reduced
380
Sold out
51
Shares held by filers
294,059,268

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FORTE ASSET MANAGEMENT LLC142,826$9.91M4.5%-1,03213F-HRTimeline
Capital Investment Counsel, LLC142,790$9.91M1.38%-4,41313F-HRTimeline
Prota Financial, LLC142,250$9.88M7.11%13F-HRTimeline
Forbes Financial Planning, Inc.142,036$9.86M5.77%+64,53713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,489$9.82M0.01%+9,06613F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…141,488$9.82M0.32%+26313F-HRTimelineGroup
SFAM, LLC141,356$9.81M8.97%13F-HRTimeline
Prosperity Consulting Group, LLC140,611$9.76M0.44%+1,54313F-HRTimeline
EQ LLC140,436$9.75M2.81%+77,74813F-HRTimeline
Valmark Advisers, Inc.139,129$9.66M0.12%+9,02513F-HRTimeline
BBR PARTNERS, LLC138,391$9.61M0.52%+58913F-HRTimeline
D.A. DAVIDSON & CO.137,795$9.57M0.06%+12,18313F-HRTimeline
Twelve Points Wealth Management LLC134,496$9.55M2.15%+30,53113F-HRTimeline
Strategic Blueprint, LLC137,414$9.54M0.56%-2,62013F-HRTimeline
IEQ CAPITAL, LLC135,958$9.44M0.03%-21,45113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS135,539$9.41M0.39%+2,20413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…133,788$9.29M0.11%+86,30713F-HRTimelineGroup
Custos Family Office, LLC133,776$9.29M6.34%-25,20913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC131,418$9.12M0.17%+49013F-HRTimeline
MGO ONE SEVEN LLC130,095$9.03M0.18%+17,60013F-HRTimeline
TD Waterhouse Canada Inc.129,312$8.98M0.06%-90813F-HRTimeline
Royal Fund Management, LLC127,649$8.86M0.81%+34,12213F-HRTimeline
Bernard Wealth Management Corp.127,275$8.84M3.58%+2,17713F-HRTimeline
HF Advisory Group, LLC126,655$8.79M3.07%+4,97213F-HR/ATimeline
Lineweaver Wealth Advisors, LLC125,870$8.74M1.19%+14,57313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC125,087$8.68M2.91%-33,62613F-HRTimelineGroup
Aprio Wealth Management, LLC124,330$8.63M0.5%+90013F-HRTimeline
Meridian Financial Advisors, LLC123,169$8.55M4.66%+2,46313F-HRTimeline
Crews Bank & Trust122,983$8.54M1.22%-1,57513F-HRTimeline
Foundations Investment Advisors, LLC122,680$8.52M0.11%-6,21113F-HRTimeline
Stonebridge Financial Planning Group, L…122,250$8.49M3.06%+5,97313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC121,809$8.46M3.63%+1,32513F-HRTimeline
Sunbelt Securities, Inc.121,677$8.45M0.56%+8,08013F-HRTimeline
HighPoint Advisor Group LLC118,231$8.21M0.18%new13F-HRTimeline
Avidian Wealth Enterprises, LLC118,131$8.2M0.3%+1,48013F-HRTimeline
Crumly & Associates Inc.117,981$8.19M1.72%-21413F-HRTimeline
Cresset Asset Management, LLC117,890$8.18M0.03%+1,88013F-HRTimeline
CWM, LLCin group CWM, LLC117,514$8.16M0.02%+20,85213F-HRTimelineGroup
Arkos Global Advisors116,943$8.12M1.04%-56813F-HRTimeline
Coastal Bridge Advisors, LLC116,337$8.08M0.6%+26913F-HRTimeline
CVA Family Office, LLC116,205$8.07M0.93%+55,47513F-HRTimeline
Hoese & Co LLP114,112$7.92M5.65%+9,53513F-HRTimeline
Wealth Group Ltd114,014$7.91M1.77%-52,17213F-HRTimeline
Physician Wealth Advisors, Inc.113,971$7.91M1.1%-2,76513F-HRTimeline
B. Riley Wealth Advisors, Inc.113,930$7.91M0.37%-1,81513F-HRTimeline
Johnson & White Wealth Management, LLC112,875$7.84M3.41%+2,22513F-HRTimeline
Asset Dedication, LLC112,613$7.82M0.51%-5,02013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,406$7.8M0.07%-62,22313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC112,403$7.8M2.27%+4,06813F-HRTimeline
Matisse Capital112,343$7.8M3.49%-13313F-HRTimeline
Integrated Investment Consultants, LLC111,559$7.74M1.52%+2,51813F-HR/ATimeline
Tempo Wealth, LLC110,949$7.7M1.37%13F-HRTimeline
ADG Wealth Management Group, LLC110,603$7.68M5.82%+2,38513F-HRTimeline
AlphaCore Capital LLC110,153$7.65M0.17%+20,75713F-HRTimeline
Alhambra Investment Management LLC109,792$7.62M3.55%-1,32913F-HRTimeline
Wright Wealth LLC109,463$7.6M4.95%13F-HRTimeline
Storen Legacy Partners, LLC109,365$7.59M2.38%13F-HRTimeline
Autumn Glory Partners, LLC109,137$7.58M2.66%+3913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP108,760$7.55M<0.01%-13,57213F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.106,989$7.55M2.87%+56,43313F-HRTimeline
Integrated Advisors Network LLC107,911$7.49M0.33%-42,93113F-HRTimeline
LGL PARTNERS, LLC106,226$7.37M3.15%+1,65713F-HRTimeline
Hubbell Strickland Wealth Management, L…105,370$7.31M2.94%+1,43513F-HRTimeline
Quad-Cities Investment Group, LLC105,351$7.31M3.02%-1,65413F-HRTimeline
Fiduciary Alliance LLC105,069$7.29M0.48%-37513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding100,480$7.16M+38,534Timeline
SHEETS SMITH WEALTH MANAGEMENT103,131$7.16M0.79%+13,52613F-HRTimeline
Professional Financial Advisors, LLC102,674$7.13M1.46%+48913F-HRTimeline
Churchill Financial Advisors, LLC102,443$7.11M2.17%13F-HRTimeline
Karpus Management, Inc.102,418$7.11M0.22%+5,41213F-HR/ATimeline
Pearl Planning LLC101,644$7.06M4.32%13F-HRTimeline
Connecticut Wealth Management, LLC101,100$7.02M0.31%-913F-HRTimeline
Merit Financial Group, LLC100,121$6.95M0.06%-18,02013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI99,445$6.9M0.38%+45713F-HRTimeline
Csenge Advisory Group97,773$6.79M0.31%-2,34013F-HRTimeline
AtlasMark Financial, Inc97,213$6.75M4.36%-1,95913F-HRTimeline
Keenan, LLC96,349$6.69M5.88%13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\95,575$6.63M0.01%+1,16313F-HRTimelineGroup
EP Wealth Advisors, LLC95,122$6.6M0.03%13F-HRTimeline
Geneos Wealth Management Inc.93,531$6.49M0.16%+1,95213F-HRTimeline
SMITH, MOORE & CO.92,710$6.44M0.49%+1,06113F-HRTimeline
Flagship Capital Management Inc.92,492$6.42M4.54%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …91,525$6.35M0.12%+13,22413F-HRTimelineGroup
TME FINANCIAL, INC.90,490$6.28M4.41%+5,71913F-HRTimeline
LEIGH BALDWIN & CO., LLC89,595$6.22M4.09%+4,32513F-HRTimeline
BLAIR WILLIAM & CO/IL89,582$6.22M0.02%+6,88713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC88,074$6.11M0.3%+16,49913F-HRTimeline
Cornell Pochily Investment Advisors, In…87,734$6.09M1.77%+2,47213F-HRTimeline
Visionary Wealth Advisors85,395$5.93M0.27%+38413F-HRTimeline
Towercrest Capital Management84,664$5.88M0.93%+1,28213F-HRTimeline
Larson Financial Group LLC84,467$5.86M0.2%-2,98313F-HRTimeline
Nest Investments, LLC83,893$5.82M4.87%13F-HRTimeline
Mill Creek Capital Advisors, LLC82,926$5.76M0.12%-6,54013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…82,778$5.75M0.19%+4,17613F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC82,295$5.71M1.03%+1,88413F-HRTimeline
World Investment Advisors82,086$5.7M0.09%+11,40913F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC81,762$5.68M0.09%-8,29313F-HRTimelineGroup
Cascade Financial Partners, LLC81,751$5.68M0.58%-4,72513F-HRTimeline
Cadia Private Client LLC81,493$5.66M4.49%13F-HRTimeline
HARBOUR INVESTMENTS, INC.81,123$5.63M0.11%-7,07513F-HRTimeline
PACIFIC FINANCIAL GROUP INC81,073$5.63M3.13%+8,92313F-HRTimeline
JPL Wealth Management, LLC80,226$5.57M1.36%-1,45213F-HRTimeline
GAMMA Investing LLC79,951$5.55M0.28%+4,04413F-HRTimeline
NewEdge Wealth, LLC79,813$5.54M0.06%+813F-HRTimeline
Sequoia Financial Advisors, LLC79,766$5.54M0.03%-14,32113F-HRTimeline
Vista Cima Wealth Management LLC79,444$5.52M4.6%+3,21513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS79,124$5.49M0.21%+14,28313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC79,094$5.49M0.41%+9,61713F-HRTimeline
Composition Wealth, LLC76,753$5.33M0.08%+1,80313F-HRTimeline
Glen Eagle Advisors, LLC76,370$5.3M0.72%-2,68813F-HRTimeline
Arete Wealth Advisors, LLC76,265$5.29M0.37%+3,36813F-HR/ATimeline
Red Tortoise LLC75,470$5.24M2.25%+44113F-HRTimeline
Stillwater Wealth Management Group74,391$5.16M3.5%+3,44513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC73,635$5.11M0.3%+9,20613F-HRTimeline
IHT Wealth Management, LLC72,428$5.03M0.12%+3,84813F-HRTimeline
Accretive Wealth Partners, LLC72,137$5.01M1.49%+6,47213F-HRTimeline
INTEGRITY ALLIANCE, LLC.71,972$5M0.18%+7,30413F-HRTimeline
PINNACLE ASSOCIATES LTD71,915$4.99M0.06%-2,30813F-HRTimeline
DDFG, Inc70,271$4.88M1.07%+2,02313F-HRTimeline
Smith Thornton Advisors LLC70,051$4.86M2.47%+56613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC69,901$4.85M0.05%+15,60813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,880$4.85M0.09%+59413F-HRTimelineGroup
Financial Perspectives, Inc69,403$4.82M1.3%+3,68213F-HRTimeline
Samalin Investment Counsel, LLC68,922$4.78M1.7%+3,27113F-HRTimeline
CARLSON FINANCIAL, INC.68,173$4.73M2.74%13F-HRTimeline
Vantage Financial Partners, LLC67,745$4.7M0.95%+3,31713F-HRTimeline
Tranquility Partners, LLC67,312$4.67M1.68%-94113F-HRTimeline
Endowment Wealth Management, Inc.66,188$4.59M2.11%+22,23513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC65,569$4.55M0.29%+2,52813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV59,955$4.44M1.71%new13F-HRTimeline
Chicago Partners Investment Group LLC61,871$4.4M0.11%+8,79913F-HRTimeline
Lynch Investment Planning, LLC62,953$4.37M4.19%13F-HRTimeline
Goldstone Financial Group, LLC62,839$4.36M0.49%+3,00213F-HRTimeline
Family Legacy, Inc.62,787$4.36M1.3%+80313F-HRTimeline
AssuredPartners Investment Advisors, LLC62,179$4.32M0.64%+51,68913F-HRTimeline
CALTON & ASSOCIATES, INC.62,144$4.31M0.63%+2213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC61,684$4.28M0.35%+42,12213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60,360$4.23M0.01%+53,29713F-HRTimelineGroup
Innovative Wealth Building LLC59,914$4.16M3.03%+1,33413F-HRTimeline
Verdence Capital Advisors LLC59,883$4.16M0.25%+2,03713F-HRTimeline
IFP Advisors, Inc59,880$4.16M0.09%-62913F-HRTimeline
Beacon Financial Advisory LLC59,522$4.13M0.96%+1,76113F-HRTimeline
Milestone Asset Management Group, LLC59,027$4.1M2.31%+6,52713F-HRTimeline
CENTRAL TRUST Co58,848$4.09M0.08%+17013F-HRTimeline
Thrive Capital Management, LLC58,750$4.08M0.91%-8,64113F-HRTimeline
Beacon Bridge Wealth Partners, LLC58,361$4.05M1.35%-6,55713F-HRTimeline
Measured Wealth Private Client Group, L…57,981$4.03M1.06%013F-HRTimeline
Western Wealth Management, LLC57,065$3.96M0.18%+10,13913F-HRTimeline
SevenBridge Financial Group, LLC54,747$3.92M0.63%+6,10213F-HRTimeline
Echo Wealth Management, LLC56,281$3.91M2.28%+13,08113F-HRTimeline
Capital International Investorsin group Capital International Investo…56,112$3.9M<0.01%+15,15013F-HRTimelineGroup
RVW Wealth, LLC55,581$3.86M0.29%-5,34013F-HRTimeline
Pioneer Family Office, LLC55,347$3.84M2.6%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,032$3.82M0.01%-1,24313F-HRTimelineGroup
RFG Advisory, LLC54,707$3.8M0.07%+2,48213F-HRTimeline
Intellus Advisors LLC54,273$3.77M0.5%+1,36613F-HRTimeline
Carr Financial Group Corp54,268$3.77M1%+21,27113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,847$3.74M0.24%+1,17713F-HRTimeline
HOWE & RUSLING INC53,483$3.71M0.25%-30213F-HRTimeline
FOCUSED ALPHA, LLC53,274$3.7M1.09%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,826$3.67M0.01%+1,07313F-HRTimelineGroup
Ring Mountain Capital, LLC51,215$3.66M1.88%-71113F-HRTimeline
Directional Asset Management52,291$3.63M3.18%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …52,084$3.62M0.22%+8,89513F-HRTimeline
Riverbend Wealth Management, LLC51,820$3.6M2.27%+97713F-HRTimeline
Lantern Wealth Advisors, LLC51,803$3.6M1.91%-1,95713F-HRTimeline
Guidance Point Advisors, LLC51,339$3.56M0.83%-1,34913F-HRTimeline
Indivisible Partners51,343$3.56M0.39%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,123$3.55M<0.01%+76613F-HRTimelineGroup
Vise Technologies, Inc.50,636$3.52M0.07%+28,28113F-HRTimeline
Texas Capital Bank Wealth Management Se…50,598$3.51M0.2%+44,72713F-HRTimeline
Vision Retirement, LLC50,370$3.5M0.94%13F-HRTimeline
JB Capital LLC50,044$3.47M0.14%+4,01513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD49,394$3.43M0.5%13F-HRTimeline
Quantinno Capital Management LP49,268$3.42M0.01%-9,89813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC49,149$3.41M0.08%+3,49913F-HRTimeline
Fermata Advisors, LLC49,120$3.41M0.82%-1,88413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,119$3.41M0.16%-1,20913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…49,000$3.4M0.01%-57,60013F-HRTimelineGroup
Norway Savings Bank48,961$3.4M1.57%+1,30213F-HRTimeline
NorthRock Partners, LLC48,678$3.38M0.06%-19,53213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,572$3.37M0.02%+9,42513F-HRTimeline
Keystone Financial Group48,546$3.37M0.25%-2,21113F-HRTimeline
AE Wealth Management LLC48,144$3.34M0.02%+15,79513F-HRTimeline
Snowden Capital Advisors LLC46,995$3.26M0.08%+2,67313F-HRTimeline
Strategic Financial Concepts, LLC46,763$3.25M2.97%+26,72613F-HRTimeline
MBE Wealth Management, LLC46,733$3.24M1.36%+37113F-HRTimeline
Weaver Consulting Group46,688$3.24M0.79%-72513F-HRTimeline
WBH ADVISORY INC46,591$3.23M0.24%-13,22513F-HRTimeline
Cambridge Financial Group, LLC51,468$3.23M1.12%-4,60213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC46,429$3.22M0.08%+66213F-HRTimeline
ATX Financial Planning, LLC46,087$3.2M2.47%13F-HRTimeline
Oak Asset Management, LLC45,947$3.19M1.09%+35013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC45,826$3.18M<0.01%+20,25413F-HRTimelineGroup
Farther Finance Advisors, LLC45,501$3.16M0.03%+1,46513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA45,239$3.14M0.73%-1,87513F-HRTimeline
Oak Barrel Wealth Advisory LLC44,781$3.11M1.86%13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC44,371$3.08M0.29%+2,70013F-HRTimeline
Smartleaf Asset Management LLC43,694$3.06M0.12%+4,56813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,405$3.01M0.02%13F-HR/ATimelineGroup