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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,152 managers (1,164 13F filers) reported a position in DGRO shares at 2025-06-30, 279,473,530 shares in all. 99 filers opened a position and 61 filers sold out during the quarter.

Managers
1,152
13F filers
1,164
New
99
Added
525
Reduced
350
Sold out
61
Shares held by filers
279,473,530

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY18,783,222$1.2B0.08%+237,68813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,467,081$1.18B0.1%+413,36513F-HRTimelineGroup
LPL Financial LLC17,607,648$1.13B0.38%+1,910,05613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,791,356$882M+4,122,649Timeline
Wealthfront Advisers LLC13,297,049$850M2.19%-3,585,98913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,009,467$640M0.22%-220,76613F-HRTimelineGroup
Capital Investment Advisors, LLC7,961,214$509M9.12%+257,83813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC7,909,389$506M0.67%-86,81713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,904,167$505M0.12%+1,080,41813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,719,023$494M0.32%-26,37913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,394,186$470M0.36%+1,556,51913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,421,536$411M0.08%+264,09413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,304,551$403M0.09%+142,19613F-HRTimelineGroup
FMR LLCin group FMR LLC5,315,066$340M0.02%-1,472,07313F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,769,579$305M0.06%+103,60613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,612,913$295M0.05%+89,69013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,534,983$290M0.84%+934,20713F-HRTimeline
HighTower Advisors, LLC4,288,233$274M0.34%+1,004,81613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,530,119$226M0.02%+297,41613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,995,524$192M0.28%-10,60913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,816,348$180M0.26%-72,09113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,753,506$176M<0.01%-2,656,29913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,459,259$157M0.15%+142,36613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,315,372$148M0.11%+236,91713F-HRTimelineGroup
Cetera Investment Advisers2,258,921$144M0.24%+224,24213F-HRTimeline
Avior Wealth Management, LLC1,783,116$114M3.94%+17,12513F-HRTimeline
First Command Advisory Services, Inc.1,524,832$97.5M0.84%+17,37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,490,243$95.3M0.17%+180,43413F-HR/ATimelineGroup
Smith Anglin Financial, LLC1,466,401$93.8M8.49%+49,33113F-HRTimeline
Northeast Financial Consultants Inc1,460,398$93.4M3.82%-8,81113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,306,563$83.5M2.05%+183,89213F-HRTimeline
ProVise Management Group, LLC1,306,447$83.5M6.6%+4,12713F-HRTimeline
Strategies Wealth Advisors, LLC1,243,746$79.5M8.69%+1,83813F-HRTimeline
Private Advisor Group, LLC1,214,699$77.7M0.42%+73,35913F-HRTimeline
Gratus Wealth Advisors, LLC1,211,386$77.5M11.73%+10,70113F-HRTimeline
Ledyard National Bank1,128,800$72.2M6.82%-71,69713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,099,252$70.3M0.01%+128,29313F-HRTimelineGroup
Seven Springs Wealth Group, LLC1,086,095$69.4M17.19%+78,49513F-HRTimeline
Horizon Investments, LLC1,023,718$65.5M1.04%+516,48213F-HRTimeline
Cambridge Investment Research Advisors,…1,000,781$64M0.19%+17,78613F-HRTimeline
Vestmark Advisory Solutions, Inc.985,564$63M0.91%+447,21013F-HRTimeline
First Business Financial Services, Inc.937,050$59.9M5.4%+67013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.929,653$59.4M0.1%-18,49813F-HRTimelineGroup
American Trust917,657$58.7M5.53%+282,50513F-HRTimeline
Confluence Wealth Services, Inc.892,804$57.1M3.11%+64,69113F-HRTimeline
Sanctuary Advisors, LLC891,760$57M0.35%+25,30413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding803,499$51.4M-23,397Timeline
Sigma Planning Corp790,726$50.6M1.52%-18,36713F-HRTimeline
Stonebridge Financial Group, LLC775,639$49.6M4.82%+12,89013F-HRTimeline
NewEdge Advisors, LLC725,560$46.4M0.24%+39,76913F-HRTimeline
J.W. COLE ADVISORS, INC.698,756$44.7M0.95%+174,67613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS686,857$43.9M0.1%-22,93413F-HRTimeline
Conservest Capital Advisors, Inc.668,641$42.8M4.22%-22,84713F-HRTimeline
FFT WEALTH MANAGEMENT LLC658,709$42.7M8.39%+13,81713F-HRTimeline
Steward Partners Investment Advisory, L…665,437$42.5M0.33%+5,33413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding653,455$41.8M+4,694Timeline
CORRECT CAPITAL WEALTH MANAGEMENT648,069$41.4M8.07%-125,88913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…616,231$40.2M0.07%-6,67413F-HRTimeline
FORM Wealth Advisors, LLC621,520$39.7M4.81%-42,75713F-HRTimeline
COMERICA BANK619,763$39.6M0.15%+60,43713F-HRTimeline
Madison Wealth Partners, Inc616,732$39.4M8.61%+4,70613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…603,948$38.6M9.48%+18,75713F-HRTimeline
Hughes Financial Services, LLC591,822$38.4M6.59%+591,13813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …598,621$38.3M0.51%+47413F-HRTimelineGroup
O'Dell Group, LLC593,770$38M9.47%-4,02613F-HRTimeline
Legacy Financial Strategies, LLC573,454$36.7M7.19%+17,69713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding558,441$35.7M+91,485Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL550,803$35.2M0.79%+20,51913F-HRTimeline
Wolff Financial Management LLC522,050$33.4M8.62%+10,03313F-HRTimeline
Janney Montgomery Scott LLC519,934$33.2M0.09%-8,87013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co514,500$32.9M0.73%+287,20013F-HRTimelineGroup
Waverly Advisors, LLC512,290$32.8M0.36%+14,50313F-HRTimeline
XML Financial, LLC504,449$32.3M2.8%+8,05813F-HRTimeline
DAGCO, INC.498,427$31.9M8.89%+19,86413F-HRTimeline
D'Orazio & Associates, Inc.474,869$30.4M4.29%-68,95213F-HRTimeline
JGP Wealth Management, LLC468,966$30M3.63%+22,98213F-HRTimeline
Litman Gregory Wealth Management LLC456,285$29.2M2.29%+61,74613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding455,878$29.1M+28,444Timeline
Silver Coast Investments LLC437,960$28M10.18%-15,48113F-HRTimeline
Altus Wealth Management, LLC427,854$27.4M13.09%+3,59913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding419,532$26.8M+17,316Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.414,793$26.5M0.22%+25,83413F-HRTimelineGroup
Provident Wealth Management, LLC414,052$26.5M8.66%-4,45313F-HRTimeline
Compass Ion Advisors, LLC403,764$25.8M2.79%-7,40513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC403,000$25.8M0.86%+153,64113F-HRTimelineGroup
Creative Planningin group Creative Planning402,701$25.7M0.02%+29,22713F-HRTimelineGroup
SWEENEY & MICHEL, LLC369,708$24M8.51%+7,92813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.370,607$23.7M0.13%+5,89213F-HRTimeline
Meridian Financial Partners LLC369,817$23.6M11.11%+13,35713F-HRTimeline
Alliance Wealth Advisors, LLC363,065$23.2M12.65%+12,53913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC360,344$22.9M8.18%+4,94113F-HRTimeline
Summit Investment Advisory Services, LLC357,745$22.9M9.95%-4,32913F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC348,063$22.3M0.2%+218,72113F-HRTimelineGroup
&PARTNERS341,904$21.9M0.17%+48,38913F-HRTimeline
WealthPlan Investment Management, LLC339,572$21.7M1.58%+43,01313F-HRTimeline
Atlas Private Wealth Advisors337,831$21.6M2.78%-4,58213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP328,360$21M0.14%-7,67013F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…321,004$20.5M4.68%+5,53613F-HRTimeline
CHOREO, LLC315,445$20.2M0.28%+10013F-HRTimeline
Robertson Stephens Wealth Management, L…311,278$19.9M0.69%+204,38913F-HRTimeline
Allegheny Financial Group309,976$19.8M4.4%-73713F-HRTimeline
Scott Capital Advisors, LLC303,550$19.7M5.34%+19,01513F-HRTimeline
VICUS CAPITAL303,652$19.4M1.61%+15,46913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers298,917$19.1M0.03%+31,46413F-HRTimelineGroup
Atria Investments, Inc297,697$19M0.22%-39,81513F-HRTimeline
Atria Wealth Solutions, Inc.292,635$18.8M0.43%-78,54213F-HRTimeline
Capital Advisors, Ltd. LLC291,354$18.6M2.3%+6,76513F-HRTimeline
DAVENPORT & Co LLC289,338$18.5M0.1%+16,98613F-HRTimeline
Custos Family Office, LLC284,544$18.2M5.8%+3,09613F-HRTimeline
Integrated Wealth Concepts LLC284,390$18.2M0.18%+38,68313F-HRTimeline
MORTON COMMUNITY BANK282,892$18.1M4.5%+11,70913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …282,145$18M1.01%+19,17813F-HRTimelineGroup
Financiere des Professionnels - Fonds d…278,800$17.8M1.08%+10,00013F-HR/ATimeline
First Horizon Advisors, Inc.278,439$17.8M0.46%+94,98013F-HRTimeline
HB Wealth Management, LLC274,356$17.5M0.14%+46,93713F-HRTimeline
Rooted Wealth Advisors, Inc.256,739$16.6M5.75%+8,26413F-HRTimeline
MAI Capital Management256,263$16.4M0.11%-2,30213F-HRTimeline
Prospera Financial Services Inc244,963$15.7M0.29%+54,93813F-HRTimeline
Capital Planning LLC242,217$15.5M4.87%-105,18313F-HRTimeline
Objectivity Squared, LLC241,521$15.4M10.62%+55,91213F-HRTimeline
Powers Advisory Group, LLC241,517$15.4M6.79%+12,86513F-HRTimeline
Well Done, LLC240,213$15.4M2.88%-19,99613F-HRTimeline
Wealth Group Ltd240,141$15.4M3.91%-66,53013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…238,943$15.3M0.69%+38,43313F-HRTimelineGroup
Tandem Wealth Advisors LLC238,806$15.3M7.55%+39,25813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC237,137$15.2M8%+3,58913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV236,078$15.1M0.03%-36,56213F-HRTimeline
Eagle Strategies LLC235,459$15.1M2.29%+4,78713F-HRTimeline
Mutual Advisors, LLC228,141$15M0.37%+17,14613F-HRTimeline
Dynamic Advisor Solutions LLC231,335$14.8M0.46%+3,49513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding230,024$14.7M+8,550Timeline
WealthPLAN Partners, LLC228,539$14.6M2.35%-50,34113F-HRTimeline
PFS Partners, LLC228,294$14.6M7.35%-5913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…221,299$14.2M0.03%+10,42713F-HR/ATimelineGroup
Jackson Wealth Management, LLC221,458$14.2M1.54%-3,59713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC219,291$14M2.7%+5,19713F-HRTimeline
Accel Wealth Management215,993$13.8M4.61%+2,42213F-HRTimeline
Global Retirement Partners, LLC215,253$13.8M0.34%13F-HRTimeline
Apexium Financial, LP214,308$13.7M0.73%+16,91913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC213,861$13.7M3.79%-35,46013F-HRTimelineGroup
PSI Advisors, LLC207,343$13.3M6.51%+23,46513F-HRTimeline
Philip James Wealth Mangement, LLC206,586$13.2M1.68%+2,50413F-HRTimeline
IFS Advisors, LLC205,834$13.2M9.96%-67013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC204,709$13.1M1.17%+12,26113F-HR/ATimeline
CYPRESS FINANCIAL PLANNING LLC195,249$12.5M4.1%+6,64413F-HRTimeline
Beaumont Financial Advisors, LLC195,200$12.5M0.9%+2,74213F-HRTimeline
Gotham Asset Management, LLC194,602$12.4M0.07%+40,89613F-HRTimeline
DDFG, Inc193,280$12.4M3.11%-80913F-HRTimeline
KOM Wealth Management Group, LLC190,330$12.2M9.65%-32913F-HRTimeline
Meridian Wealth Management, LLC188,978$12.1M0.52%+1,58213F-HRTimeline
FC Advisory LLC188,560$12.1M3.72%+46013F-HRTimeline
WealthShield Partners, LLC186,622$11.9M1.44%-4,05413F-HRTimeline
Sterling Manor Financial, LLC183,935$11.8M7.84%-99913F-HRTimeline
Legacy Financial Advisors, Inc.183,808$11.8M1.84%-3,28613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …183,805$11.8M2.03%-18,22513F-HRTimeline
Journey Advisory Group, LLC182,963$11.7M0.91%-9,65513F-HRTimeline
Capital Investment Advisory Services, L…178,849$11.4M0.94%+4,22013F-HRTimeline
Allworth Financial LP178,271$11.4M0.05%+6,96413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding175,944$11.2M+6,821Timeline
Modus Advisors, LLC173,725$11.1M3.3%+1,86613F-HRTimeline
Premier Path Wealth Partners, LLC173,364$11.1M1.54%+5,52813F-HRTimeline
Princeton Global Asset Management LLC173,105$11.1M2.01%-78013F-HRTimeline
Strategic Wealth Partners, Ltd.172,578$11M0.87%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC172,167$11M0.08%-23,56113F-HR/ATimelineGroup
Argent Advisors, Inc.170,033$10.9M3.36%+5,51013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC165,826$10.6M2.34%+2,84113F-HRTimeline
Perritt Capital Management Inc165,444$10.6M5.46%+1,37013F-HR/ATimeline
Cornerstone Wealth Management, LLC165,160$10.6M0.64%+1,39713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC162,795$10.4M0.73%-24,58313F-HRTimeline
Gladstone Institutional Advisory LLC160,341$10.3M0.42%+10,47913F-HRTimeline
LifeGoal Investments, LLC159,858$10.2M9.71%+10,54913F-HRTimeline
Shepherd Financial Partners LLC158,631$10.1M1.07%+11,76313F-HRTimeline
Integrated Advisors Network LLC158,002$10.1M0.46%-16,62913F-HRTimeline
SOA Wealth Advisors, LLC.156,239$9.99M1.88%-18,58413F-HRTimeline
Arkadios Wealth Advisors155,517$9.94M0.3%-1,00913F-HRTimeline
FourThought Financial Partners, LLC154,160$9.86M0.97%+11,84613F-HRTimeline
Fairway Financial, LLC152,843$9.77M8.27%+1,00213F-HRTimeline
KPP Advisory Services LLC152,464$9.75M1.61%+2,57513F-HR/ATimeline
Sound View Wealth Advisors Group, LLC152,321$9.74M0.72%-3,97713F-HRTimeline
Patriot Financial Group Insurance Agenc…152,183$9.73M1.12%+2,80813F-HRTimeline
OneDigital Investment Advisors LLC151,554$9.69M0.11%-1,12713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC150,683$9.63M0.02%-45,74813F-HRTimelineGroup
TD Waterhouse Canada Inc.143,024$9.25M0.07%+5,32913F-HRTimeline
Strategic Blueprint, LLC144,532$9.24M0.45%+4,82713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…142,821$9.13M0.35%-36,34913F-HRTimelineGroup
TriaGen Wealth Management LLC142,482$9.11M2.76%+7,15013F-HRTimeline
Baker Avenue Asset Management, LP140,556$8.99M0.26%-2,34313F-HRTimeline
BBR PARTNERS, LLC137,746$8.81M0.55%+5313F-HRTimeline
Kingsview Wealth Management, LLC137,072$8.76M0.15%-12,07613F-HRTimeline
Buck Wealth Strategies, LLC133,154$8.51M1.3%+17,52013F-HRTimeline
Prosperity Consulting Group, LLC133,013$8.5M0.62%+10,04213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC132,462$8.47M0.18%+3,54413F-HRTimeline
Foundations Investment Advisors, LLC132,452$8.47M0.13%+13,45713F-HRTimeline
Advisory Services Network, LLC130,437$8.43M0.14%+17,17013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC129,634$8.29M0.01%-1,89813F-HRTimelineGroup
Capital Investment Counsel, LLC128,798$8.24M1.28%+19,13513F-HRTimeline
Orion Porfolio Solutions, LLC128,532$8.22M0.07%+4,81113F-HR/ATimeline
Aptus Capital Advisors, LLC127,836$8.17M0.08%+16,28213F-HRTimeline
FORTE ASSET MANAGEMENT LLC126,563$8.09M4.12%-33,06313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…124,444$7.96M0.11%+14,77113F-HRTimelineGroup