Skip to content
Disclosery

DGRO ISHARES TR

Follow

SHS (fund)

1,307 managers (1,325 13F filers) reported a position in DGRO shares at 2026-03-31, 308,264,616 shares in all. 86 filers opened a position and 51 filers sold out during the quarter.

Managers
1,307
13F filers
1,325
New
86
Added
580
Reduced
420
Sold out
51
Shares held by filers
308,264,616

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OLD NATIONAL BANCORP /IN/7,721$542K0.01%-6613F-HRTimeline
Summit Financial Strategies, Inc.7,692$540K0.04%013F-HRTimeline
Dakota Wealth Management7,635$536K0.01%+2,88013F-HR/ATimeline
Kathmere Capital Management, LLC7,607$534K0.03%+3113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC7,603$534K0.06%+70713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,599$533K0.06%-9813F-HRTimeline
Prospect Financial Services LLC7,593$533K0.33%+3,03313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,590$533K0.11%+34813F-HRTimeline
Whelan Financial7,587$532K0.17%-42513F-HRTimeline
Marshall Financial Group, LLC7,563$531K0.08%-14913F-HRTimeline
Inscription Capital, LLC7,530$528K0.06%+313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC7,479$525K0.2%013F-HRTimeline
HEADINVEST, LLC7,475$525K0.11%-76213F-HRTimeline
ROMANO BROTHERS AND COMPANY7,373$517K0.06%+1,04013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,366$517K+3,286Timeline
Selective Wealth Management, Inc.7,108$517K0.15%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,356$516K0.22%+1813F-HRTimeline
Kraft, Davis & Associates, LLC6,946$512K0.11%-1,39113F-HRTimeline
BCU Wealth Advisors, LLC7,281$511K0.19%-5113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC7,230$507K0.37%-14113F-HRTimeline
Stanich Group LLC7,175$504K0.38%+113F-HRTimeline
Soundwatch Capital LLC7,171$503K0.06%+1,01613F-HRTimeline
BRADY FAMILY WEALTH, LLC7,143$501K0.16%+413F-HRTimeline
SIG BROKERAGE, LP7,133$501K0.14%013F-HRTimeline
Fisher Asset Management, LLC7,073$496K<0.01%+3,55313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,068$496K0.17%-6513F-HRTimeline
POTENTIA WEALTH7,064$496K0.19%013F-HRTimeline
Avant Capital LLC6,987$490K0.34%+1,00013F-HRTimeline
New England Private Wealth Advisors LLC6,940$487K0.06%+1913F-HRTimeline
Capital Advantage, Inc.6,934$487K0.06%013F-HRTimeline
First City Capital Management, Inc.6,929$486K0.26%013F-HRTimeline
Core Wealth Advisors, Inc.6,917$485K0.12%013F-HRTimeline
Tactive Advisors, LLC6,839$480K0.14%-2513F-HRTimeline
Octavia Wealth Advisors, LLC6,837$480K0.05%+1,13413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,835$480K0.25%013F-HRTimeline
Sepio Capital, LP6,832$479K0.03%013F-HRTimeline
National Wealth Management Group, LLC6,831$479K0.18%-2813F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,813$478K0.07%+2,57213F-HRTimeline
Range Advisory, LLC6,796$477K0.09%+44813F-HRTimeline
SAX WEALTH ADVISORS, LLC6,842$475K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,702$470K0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc6,700$470K0.02%+32613F-HRTimeline
Oakmont Advisory Group, LLC6,670$468K0.48%+26013F-HRTimeline
Midwest Trust Co6,664$468K0.01%+1,32313F-HRTimeline
Demars Financial Group, LLC6,636$466K0.15%-19813F-HRTimeline
Triad Wealth Partners, LLC6,633$466K0.04%+30013F-HRTimeline
Regal Investment Advisors LLC6,553$460K0.03%+73013F-HRTimeline
BKM Wealth Management, LLC6,549$460K0.17%-45913F-HRTimeline
360 Financial, Inc.6,546$459K0.14%013F-HRTimeline
Clark Asset Management, LLC6,541$459K0.04%new13F-HRTimeline
Blue Trust, Inc.6,538$459K0.01%+1,12013F-HRTimeline
Obermeyer Wealth Partners6,534$459K0.02%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,530$458K0.08%new13F-HRTimeline
Fortis Advisors, LLC6,504$456K0.23%+1,46213F-HRTimeline
Destination Wealth Management6,501$456K0.01%+52613F-HRTimeline
Ballast Financial Advisors LLC6,464$454K0.47%+65813F-HRTimeline
Nicholas Hoffman & Company, LLC.6,402$449K0.01%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,349$446K0.18%+2,98413F-HRTimeline
Mandatum Life Insurance Co Ltd6,331$444K0.1%013F-HRTimeline
Bay Capital Advisors, LLC6,318$443K0.27%+513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,300$442K<0.01%013F-HRTimelineGroup
Mendel Capital Management LLC6,275$440K0.22%13F-HRTimeline
Sovereign Financial Group, Inc.6,260$439K0.08%013F-HRTimeline
Procyon Advisors, LLC6,243$438K0.02%+1,77513F-HRTimeline
American Wealth Advisors, LLC6,235$438K0.46%-84413F-HRTimeline
Empire Financial Management Company, LLC6,232$437K0.1%+3013F-HRTimeline
Envision Financial Transparency, LLC6,220$437K0.42%13F-HRTimeline
PlanVest Financial, Inc6,140$431K0.33%13F-HRTimeline
Clearstead Advisors, LLC6,134$430K<0.01%+5,13113F-HRTimeline
INVESTED ADVISORS6,131$430K0.43%+86013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,122$430K0.29%-13913F-HRTimeline
Allred Capital Management, LLC6,108$429K0.16%+1,06213F-HRTimeline
Private Capital Management, LLC6,020$422K0.04%+92713F-HRTimeline
GWN SECURITIES INC.5,986$420K0.08%-11713F-HRTimeline
Athena Wealth Management, LLC5,953$418K0.34%-11413F-HRTimeline
Dynamic Financial Group5,924$416K0.34%+1013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,902$414K0.03%new13F-HRTimeline
NorthCoast Asset Management LLC5,899$414K0.01%+2413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,898$414K0.13%-4213F-HRTimeline
Collaborative Wealth Managment Inc.5,896$414K0.19%-53013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,872$412K0.02%new13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC5,871$412K0.31%-29213F-HRTimeline
Strategic Wealth Investment Group, LLC5,842$410K0.05%+3113F-HRTimeline
Investment Planning Advisors, Inc.5,839$410K0.11%+32413F-HRTimeline
GW&K Investment Management, LLC5,826$409K<0.01%-11113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,822$409K0.02%-4813F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC5,603$408K0.38%+1,47213F-HRTimeline
Formidable Asset Management, LLC5,849$406K0.06%013F-HRTimeline
Apella Capital, LLC5,520$404K0.01%+1,18613F-HRTimeline
Ellenbecker Investment Group5,754$404K0.05%-15913F-HRTimeline
RDA Financial Network5,740$403K0.1%-7313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,703$400K<0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,701$400K0.01%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC5,634$395K<0.01%013F-HRTimeline
LVW Advisors, LLC5,627$395K0.04%013F-HRTimeline
Lee Financial Co5,611$394K0.06%-70913F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,606$393K0.2%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,558$390K0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.5,541$389K<0.01%+22713F-HRTimeline
Insight Wealth Partners, LLC5,529$388K0.16%+30013F-HRTimeline
Future Financial Wealth Managment LLC5,324$385K0.25%+213F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,479$385K0.03%013F-HRTimeline
Key Financial Inc5,458$383K0.07%+3113F-HRTimeline
Financial Security Advisor, Inc.5,416$380K0.07%+2613F-HRTimeline
ABOUND FINANCIAL, LLC5,406$379K0.17%-30013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,400$379K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,392$378K0.11%013F-HRTimeline
SAPIENT CAPITAL LLC5,386$378K0.01%+1,79513F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC5,354$376K0.12%+713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,345$375K0.22%013F-HRTimeline
Facet Wealth, Inc.5,338$375K0.01%-83813F-HRTimeline
Integrity Investment Advisors, LLC5,322$373K0.2%+30013F-HRTimeline
Rinkey Investments5,304$372K0.1%013F-HRTimeline
Addison Advisors LLC5,268$370K0.08%013F-HRTimeline
EVOKE WEALTH, LLC5,253$369K0.01%+2313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,225$367K0.07%new13F-HRTimeline
Cornerstone Financial Management LLC5,207$365K0.34%-10313F-HR/ATimeline
Northwest Wealth Advisors, LLC5,199$365K0.26%+2413F-HRTimeline
ABLE Financial Group, LLC5,187$364K0.07%new13F-HRTimeline
Sachetta, LLC5,170$363K0.2%-4513F-HRTimeline
Oak Harvest Investment Services5,153$362K0.04%-3313F-HRTimeline
Investment Management Trust, LLC5,127$360K0.35%13F-HRTimeline
Navis Wealth Advisors, LLC5,115$359K0.18%013F-HRTimeline
Goepper Burkhardt LLC5,110$359K0.12%013F-HRTimeline
KFA Private Wealth Group, LLC5,101$358K0.09%+1,37213F-HRTimeline
Greykasell Wealth Strategies, Inc.5,088$357K0.14%013F-HRTimeline
Sanchez Wealth Management Group5,082$357K0.08%+1113F-HRTimeline
TWO SIGMA SECURITIES, LLC5,070$356K0.04%new13F-HRTimeline
Syntegra Private Wealth Group, LLC5,059$355K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,003$351K0.03%+313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,001$351K<0.01%-5113F-HRTimeline
Elevation Wealth Management LLC4,991$350K0.32%+4413F-HRTimeline
Welch & Forbes LLC4,967$349K<0.01%+1,96913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,964$348K0.55%-23413F-HRTimeline
PHILADELPHIA TRUST CO4,935$346K0.02%013F-HRTimeline
Odyssey Capital Advisors, Inc.4,917$345K0.31%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,895$344K<0.01%+52813F-HRTimelineGroup
Carl P. Sherr & Co., LLC4,876$342K0.16%013F-HRTimeline
Capital Square, LLC4,666$340K0.16%+65413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,809$337K0.22%new13F-HRTimeline
CX Institutional4,802$337K0.01%-64613F-HRTimeline
Blue Chip Partners, LLC4,792$336K0.02%+13513F-HRTimeline
Ethos Financial Group, LLC4,783$336K0.02%-2213F-HRTimeline
Traynor Capital Management, Inc.4,854$335K0.02%+72913F-HRTimeline
Chatterton & Associates Inc.4,630$335K0.23%-2013F-HRTimeline
Commonwealth Retirement Investments LLC4,768$335K0.1%-9913F-HRTimeline
HFG Advisors, Inc.4,767$335K0.24%013F-HRTimeline
CGN Advisors LLC4,709$330K0.03%013F-HRTimeline
TrustBankin group TrustBank4,700$330K0.13%-46613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,697$330K0.01%+3,88513F-HRTimeline
MOR Wealth Management, LLC4,682$329K0.15%-2613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding4,678$328KnewTimeline
STOCK YARDS BANK & TRUST CO4,645$326K0.01%+52213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,643$326K0.07%-2,95713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,619$324K0.02%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,600$323K<0.01%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.4,574$321K0.04%-11313F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,544$319K0.02%-36513F-HRTimeline
Southeast Asset Advisors, LLC4,536$318K0.03%-1313F-HRTimeline
Castle Rock Wealth Management, LLC4,518$318K0.07%+2113F-HRTimeline
WEDBUSH SECURITIES INC4,516$317K0.01%-35113F-HRTimeline
Noble Family Wealth, LLC4,516$317K0.07%013F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,500$316K0.06%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,500$316K0.19%013F-HRTimeline
Curtis Advisory Group, LLC4,500$316K0.07%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,500$316K0.06%013F-HRTimeline
Continuum Advisory, LLC4,496$316K0.03%-54513F-HRTimeline
Greater Midwest Financial Group, LLC4,492$315K0.17%-70713F-HRTimeline
Balance Wealth Partners LLC4,487$315K0.1%-6813F-HRTimeline
Integras Partners LLC4,465$313K0.21%+16613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC4,444$312K0.13%-73113F-HRTimeline
Garrett Wealth Advisory Group, LLC4,443$312K0.06%-2,04513F-HRTimeline
Eastover Investment Advisors LLC4,396$308K0.13%-28813F-HRTimeline
S.E.E.D. Planning Group LLC4,377$307K0.09%-74113F-HRTimeline
SP Asset Management LLC4,362$306K0.03%+1513F-HRTimeline
Squire Investment Management Company, L…4,353$305K0.08%013F-HRTimeline
Point Windward Advisors Inc.4,330$304K0.15%+70013F-HRTimeline
Mascoma Wealth Management LLC4,296$301K0.06%013F-HRTimeline
Bogart Wealth, LLC4,192$294K0.01%+43013F-HRTimeline
Connecticut Capital Management Group, L…4,187$294K0.28%013F-HRTimeline
Randolph Co Inc4,181$293K0.03%+58613F-HRTimeline
Two West Capital Advisors LLC4,033$293K0.16%+21613F-HRTimeline
Waterfront Wealth Inc.4,148$291K0.05%-1813F-HRTimeline
Concorde Asset Management, LLC4,127$290K0.14%-1,24213F-HRTimeline
DAVIS R M INC4,120$289K0.01%-14313F-HRTimeline
Klingman & Associates, LLC4,100$288K0.01%-10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,023$282K0.12%+23513F-HRTimeline
Stonebrook Private Inc.4,018$282K0.06%+313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP4,001$282K0.02%+113F-HRTimelineGroup
Integrity Financial Corp /WA4,002$281K0.14%+1813F-HRTimeline
Qube Research & Technologies Ltd3,972$279K<0.01%-82813F-HRTimeline
SageView Advisory Group, LLC3,967$278K0.01%-2,10513F-HRTimeline
Balefire, LLC3,952$277K0.05%+48913F-HRTimeline
Cedar Wealth Management, LLC3,934$276K0.08%013F-HRTimeline
Berger Financial Group, Inc3,918$275K0.02%+6013F-HRTimeline
Capital Advisors Wealth Management, LLC3,916$275K0.04%+17413F-HRTimeline
Crestwood Advisors Group, LLC3,909$274K<0.01%+113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,899$274K0.08%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,882$272K0.01%+8213F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,879$272K0.01%new13F-HRTimelineGroup