Skip to content

DGRO ISHARES TR

Follow

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
SIG BROKERAGE, LP7,133$495K0.17%013F-HRTimeline
Hegarty Advisors, LLC7,082$492K0.43%13F-HRTimeline
American Wealth Advisors, LLC7,079$491K0.48%+4613F-HRTimeline
POTENTIA WEALTH7,064$490K0.18%013F-HRTimeline
BKM Wealth Management, LLC7,008$486K0.18%+1013F-HRTimeline
Jordan Park Group LLC7,000$486K0.03%013F-HRTimeline
Capital Advantage, Inc.6,934$481K0.06%-25113F-HRTimeline
First City Capital Management, Inc.6,929$481K0.25%013F-HRTimeline
Geneva Partners, LLC6,927$481K0.17%+1,29013F-HRTimeline
New England Private Wealth Advisors LLC6,921$480K0.06%+2313F-HR/ATimeline
Core Wealth Advisors, Inc.6,917$480K0.12%-7313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC6,896$479K0.05%-13613F-HRTimeline
Tactive Advisors, LLC6,864$476K0.14%013F-HRTimeline
National Wealth Management Group, LLC6,859$476K0.17%-23013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,842$475K0.02%-59213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,835$474K0.26%013F-HRTimeline
Demars Financial Group, LLC6,834$474K0.16%-7813F-HRTimeline
Sepio Capital, LP6,832$474K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,702$465K0.01%013F-HRTimeline
High Falls Advisors, Inc6,599$458K0.09%+2413F-HRTimeline
CVFG LLC6,595$458K0.31%013F-HRTimeline
360 Financial, Inc.6,546$454K0.14%-6,11013F-HR/ATimeline
Obermeyer Wealth Partners6,534$454K0.02%+2,97413F-HRTimeline
Garrett Wealth Advisory Group, LLC6,488$450K0.09%-12813F-HRTimeline
Rollins Financial Advisors, LLC6,487$450K0.07%+1,33213F-HRTimeline
Collaborative Wealth Managment Inc.6,426$446K0.16%-14413F-HRTimeline
Oakmont Advisory Group, LLC6,410$445K0.47%13F-HRTimeline
Nicholas Hoffman & Company, LLC.6,402$444K0.01%-413F-HRTimeline
AdvisorNet Financial, Inc6,374$442K0.02%+9313F-HRTimeline
Edgestream Partners, L.P.6,371$442K0.01%new13F-HRTimeline
Facet Wealth, Inc.6,176$441K0.01%+1,93413F-HRTimeline
Range Advisory, LLC6,348$441K0.11%13F-HRTimeline
ROMANO BROTHERS AND COMPANY6,333$440K0.05%013F-HRTimeline
Triad Wealth Partners, LLC6,333$440K0.04%-7,04213F-HRTimeline
Mandatum Life Insurance Co Ltd6,331$439K0.1%013F-HRTimeline
Lee Financial Co6,320$439K0.06%+82513F-HRTimeline
Bay Capital Advisors, LLC6,313$438K0.27%+813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,300$437K<0.01%013F-HRTimelineGroup
BRIAN LOW FINANCIAL GROUP, LLC6,261$435K0.31%+6313F-HRTimeline
Sovereign Financial Group, Inc.6,260$435K0.08%new13F-HRTimeline
Empire Financial Management Company, LLC6,202$431K0.09%-10013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,163$428K0.36%-2,48213F-HRTimeline
Soundwatch Capital LLC6,155$427K0.07%+88313F-HRTimeline
Skyview Financial Group LLC6,112$424K0.44%13F-HRTimeline
GWN SECURITIES INC.6,103$424K0.09%-81013F-HRTimeline
SageView Advisory Group, LLC6,072$422K0.01%-1,48213F-HRTimeline
Athena Wealth Management, LLC6,067$421K0.41%13F-HRTimeline
Avant Capital LLC5,987$416K0.29%+1,02713F-HRTimeline
Destination Wealth Management5,975$415K0.01%-1,35113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,940$412K0.13%+6613F-HRTimeline
GW&K Investment Management, LLC5,937$412K<0.01%-5413F-HRTimeline
Dynamic Financial Group5,914$411K0.35%+1313F-HRTimeline
Ellenbecker Investment Group5,913$411K0.06%-5,83713F-HRTimeline
NorthCoast Asset Management LLC5,875$408K0.01%-28,44913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,870$408K0.02%+2,73813F-HRTimeline
TRUST CO OF VERMONT5,844$406K0.02%+12213F-HRTimeline
Regal Investment Advisors LLC5,823$404K0.02%-4,74713F-HRTimeline
RDA Financial Network5,813$404K0.1%-2,70813F-HRTimeline
Strategic Wealth Investment Group, LLC5,811$403K0.05%-1,00113F-HRTimeline
Ballast Financial Advisors LLC5,806$403K0.42%13F-HRTimeline
Formidable Asset Management, LLC5,849$398K0.06%-42513F-HRTimeline
ABOUND FINANCIAL, LLC5,706$396K0.15%013F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,703$396K<0.01%013F-HRTimelineGroup
Octavia Wealth Advisors, LLC5,703$396K0.04%+2,19513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,701$396K0.01%-13513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC5,634$391K<0.01%-913F-HRTimeline
LVW Advisors, LLC5,627$391K0.04%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,606$389K0.18%-513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,558$386K0.03%013F-HRTimeline
Quadcap Wealth Management, LLC5,521$383K0.04%-8713F-HRTimeline
Investment Planning Advisors, Inc.5,515$383K0.11%+60913F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,479$380K0.03%-72113F-HRTimeline
CX Institutional5,448$378K0.01%+34513F-HRTimeline
Key Financial Inc5,427$377K0.07%013F-HRTimeline
Blue Trust, Inc.5,418$376K<0.01%+4,97513F-HRTimeline
Future Financial Wealth Managment LLC5,322$375K0.25%-8013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,400$375K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,392$374K0.11%013F-HRTimeline
Financial Security Advisor, Inc.5,390$374K0.07%new13F-HRTimeline
Concorde Asset Management, LLC5,369$373K0.15%+1,29613F-HRTimeline
Royal Harbor Partners, LLC5,354$372K0.12%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,347$371K0.12%+913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,345$371K0.22%013F-HRTimeline
Midwest Trust Co5,341$371K<0.01%-5,78413F-HRTimeline
Williams Jones Wealth Management, LLC.5,314$369K<0.01%+813F-HRTimeline
Cornerstone Financial Management LLC5,310$369K0.35%13F-HR/ATimeline
Rinkey Investments5,304$368K0.09%013F-HRTimeline
INVESTED ADVISORS5,271$366K0.38%-1,95713F-HRTimeline
Addison Advisors LLC5,268$366K0.08%-5713F-HRTimeline
EVOKE WEALTH, LLC5,230$363K0.01%+3413F-HRTimeline
Insight Wealth Partners, LLC5,229$363K0.15%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC5,221$362K0.06%-79713F-HRTimeline
Sachetta, LLC5,215$362K0.2%+1,19613F-HRTimeline
Greater Midwest Financial Group, LLC5,199$361K0.2%+3313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,198$361K0.6%-5713F-HRTimeline
Oak Harvest Investment Services5,186$360K0.04%-7513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,175$359K0.14%-11013F-HRTimeline
Northwest Wealth Advisors, LLC5,175$359K0.28%13F-HRTimeline
TrustBankin group TrustBank5,166$359K0.15%13F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV5,119$355K0.04%-9813F-HRTimeline
S.E.E.D. Planning Group LLC5,118$355K0.1%013F-HRTimeline
Navis Wealth Advisors, LLC5,115$355K0.15%013F-HRTimeline
Goepper Burkhardt LLC5,110$355K0.12%new13F-HRTimeline
Private Capital Management, LLC5,093$354K0.03%+22313F-HRTimeline
Greykasell Wealth Strategies, Inc.5,088$353K0.14%013F-HRTimeline
Sanchez Wealth Management Group5,071$352K0.08%+16213F-HRTimeline
Syntegra Private Wealth Group, LLC5,059$351K0.03%+44713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,052$351K<0.01%+1,95013F-HRTimeline
Allred Capital Management, LLC5,046$350K0.13%+1,18913F-HRTimeline
Carl P. Sherr & Co., LLC4,876$350K0.16%013F-HRTimeline
Fortis Advisors, LLC5,042$350K0.19%-21313F-HRTimeline
Continuum Advisory, LLC5,041$350K0.04%-13713F-HRTimeline
Golden Reserve Retirement LLC5,030$349K0.06%new13F-HRTimeline
Integrity Investment Advisors, LLC5,022$349K0.19%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,000$347K0.03%013F-HRTimeline
Elevation Wealth Management LLC4,947$343K0.33%13F-HRTimeline
PHILADELPHIA TRUST CO4,935$343K0.02%013F-HRTimeline
Odyssey Capital Advisors, Inc.4,917$341K0.3%13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,909$341K0.02%+11713F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC4,887$339K0.18%13F-HRTimelineGroup
WEDBUSH SECURITIES INC4,867$338K0.01%+31213F-HRTimeline
Commonwealth Retirement Investments LLC4,867$338K0.11%-23113F-HRTimeline
MGB Wealth Management, LLC4,822$335K0.1%+55213F-HRTimeline
Ethos Financial Group, LLC4,805$334K0.02%+18213F-HRTimeline
Qube Research & Technologies Ltd4,800$333K<0.01%-2,09513F-HRTimeline
ALONGSIDE, LLC4,792$333K0.11%13F-HRTimeline
HFG Advisors, Inc.4,767$331K0.24%013F-HRTimeline
Dakota Wealth Management4,755$330K0.01%+15013F-HR/ATimeline
Legacy Edge Advisors, LLC4,751$330K0.04%+1,40913F-HRTimeline
CGN Advisors LLC4,709$327K0.03%new13F-HRTimeline
MOR Wealth Management, LLC4,708$327K0.15%13F-HRTimeline
Annex Advisory Services, LLC4,703$326K0.01%-37113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…4,694$326K0.08%-19113F-HRTimelineGroup
Bedel Financial Consulting, Inc.4,687$325K0.04%-17513F-HRTimeline
Eastover Investment Advisors LLC4,684$325K0.14%-74413F-HRTimeline
Castle Rock Wealth Management, LLC4,497$325K0.07%+2813F-HRTimeline
Blue Chip Partners, LLC4,657$323K0.02%new13F-HRTimeline
Chatterton & Associates Inc.4,650$323K0.28%13F-HRTimeline
Sunburst Financial Group, LLC4,640$322K0.07%+8413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,619$321K0.02%+913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,600$319K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC4,461$319K0.05%-6013F-HRTimeline
Prospect Financial Services LLC4,560$317K0.18%+94513F-HRTimeline
Balance Wealth Partners LLC4,555$316K0.1%-2,76713F-HRTimeline
CPC Advisors, LLC4,552$316K0.03%+17413F-HRTimeline
Southeast Asset Advisors, LLC4,549$316K0.03%013F-HRTimeline
Noble Family Wealth, LLC4,516$314K0.07%+7513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,500$312K0.19%new13F-HRTimeline
Curtis Advisory Group, LLC4,500$312K0.07%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,500$312K0.05%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,500$312K0.06%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,475$311K<0.01%013F-HR/ATimelineGroup
Procyon Advisors, LLC4,468$310K0.02%-313F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC4,131$304K0.3%13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,367$303K<0.01%-16613F-HRTimelineGroup
Squire Investment Management Company, L…4,353$302K0.09%013F-HRTimeline
SP Asset Management LLC4,347$302K0.02%+1813F-HRTimeline
Apella Capital, LLC4,334$301K0.01%013F-HRTimeline
True North Advisors, LLC4,322$300K0.04%new13F-HRTimeline
Integras Partners LLC4,299$298K0.24%+4113F-HRTimeline
Mascoma Wealth Management LLC4,296$298K0.06%-8313F-HRTimeline
Waterfront Wealth Inc.4,166$298K0.06%+1713F-HRTimeline
DAVIS R M INC4,263$296K0.01%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,241$294K0.04%new13F-HRTimeline
Klingman & Associates, LLC4,200$292K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP4,000$291K0.02%013F-HRTimelineGroup
Peak Retirement Planning, Inc.4,187$291K0.07%new13F-HRTimeline
Connecticut Capital Management Group, L…4,187$291K0.28%13F-HRTimeline
Traynor Capital Management, Inc.4,125$286K0.02%-1,04013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,123$286K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,118$286K0.01%-51,15913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,080$283K0.01%013F-HRTimelineGroup
Kelly Financial Services LLC4,070$283K0.07%-67213F-HRTimeline
Note Advisors, LLC3,928$280K0.14%-8213F-HRTimeline
Federation des caisses Desjardins du Qu…4,017$279K<0.01%+9713F-HRTimeline
Stonebrook Private Inc.4,015$279K0.06%+313F-HRTimeline
Capital Square, LLC4,012$279K0.14%+213F-HRTimeline
Integrity Financial Corp /WA3,984$277K0.14%-66813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,878$276K0.02%-7,30313F-HRTimelineGroup
Visionary Horizons, LLC3,950$274K0.14%+8813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,941$274K<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC3,934$273K0.08%013F-HRTimeline
GDS Wealth Management3,925$272K0.02%+5213F-HRTimeline
Crestwood Advisors Group, LLC3,908$271K<0.01%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,899$271K0.08%013F-HRTimeline
Hirtle & Co., LLC3,869$269K0.01%013F-HRTimeline
United Advisor Group, LLC3,868$269K0.03%-43613F-HRTimeline
Berger Financial Group, Inc3,858$268K0.02%-6513F-HRTimeline
Two West Capital Advisors LLC3,817$265K0.15%-3,60213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,800$264K0.01%-4513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…3,788$263K0.09%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,785$263K0.01%+1613F-HRTimeline
True Wealth Design, LLC3,785$263K0.08%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,784$263K0.1%-7013F-HRTimeline
J. R. Prunier Capital Management LLC3,770$262K0.11%13F-HRTimeline
Bogart Wealth, LLC3,762$261K0.01%+1,76113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,749$260K0.01%-2613F-HRTimeline
Westside Investment Management, Inc.3,743$260K0.04%+313F-HRTimeline
Nalls Sherbakoff Group, LLC3,742$260K0.19%-813F-HRTimeline
Capital Advisors Wealth Management, LLC3,742$260K0.04%+32213F-HRTimeline