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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
MORGAN STANLEYin group MORGAN STANLEY19,034,322$1.3B0.08%+251,10013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,662,292$1.27B0.1%+195,21113F-HR/ATimelineGroup
LPL Financial LLC18,167,636$1.24B0.36%+559,98813F-HRTimeline
Wealthfront Advisers LLC13,302,891$906M2.13%+5,84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,771,622$733M-3,019,734Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,467,035$713M0.23%+457,56813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,606,166$583M0.4%+1,211,98013F-HRTimelineGroup
Capital Investment Advisors, LLC8,124,381$553M9.11%+163,16713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,598,311$517M0.31%-120,71213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,555,609$514M0.67%-353,78013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,285,333$496M0.11%-618,83413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,560,884$447M0.08%+139,34813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,384,819$435M0.09%+80,26813F-HRTimelineGroup
FMR LLCin group FMR LLC5,247,437$357M0.02%-67,62913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,004,963$341M0.05%+392,05013F-HRTimelineGroup
HighTower Advisors, LLC4,961,939$338M0.38%+673,70613F-HRTimeline
UBS Group AGin group UBS Group AG4,729,931$322M0.06%-39,64813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,743,883$255M0.68%-791,10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,319,402$226M0.01%-210,71713F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,259,156$222M1.81%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,025,665$206M0.28%+30,14113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,643,106$180M0.23%-173,24213F-HRTimelineGroup
Cetera Investment Advisers2,583,454$176M0.2%+324,53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,549,576$174M0.16%+90,31713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,301,067$157M0.1%-14,30513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,031,461$138M<0.01%-722,04513F-HRTimelineGroup
Avior Wealth Management, LLC1,771,788$121M3.89%-11,32813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,611,409$109M0.15%+121,16613F-HRTimelineGroup
First Command Advisory Services, Inc.1,530,935$104M0.76%+6,10313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,534,236$104M0.16%+1,498,72213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,502,276$102M2.3%+195,71313F-HRTimeline
ProVise Management Group, LLC1,334,864$90.9M6.7%+28,41713F-HRTimeline
Strategies Wealth Advisors, LLC1,253,661$85.3M8.88%+9,91513F-HRTimeline
Gratus Wealth Advisors, LLC1,234,578$84.1M11.83%+23,19213F-HRTimeline
Seven Springs Wealth Group, LLC1,143,955$77.9M18.84%+57,86013F-HRTimeline
Ledyard National Bank1,132,424$77.1M6.91%+3,62413F-HRTimeline
Private Advisor Group, LLC1,045,025$71.1M0.35%-169,67413F-HRTimeline
Cambridge Investment Research Advisors,…1,030,310$70.1M0.19%+29,52913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…968,195$65.9M0.01%new13F-HRTimelineGroup
Confluence Wealth Services, Inc.937,280$63.8M3.14%+44,47613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.911,472$62.1M0.1%-18,18113F-HRTimelineGroup
Beacon Pointe Advisors, LLC911,400$62M0.53%+870,33913F-HRTimeline
Sanctuary Advisors, LLC893,809$60.9M0.35%+2,04913F-HR/ATimeline
Horizon Investments, LLC875,217$59.6M0.78%-148,50113F-HRTimeline
American Trust827,054$56.3M4.76%-90,60313F-HRTimeline
First Business Financial Services, Inc.824,026$56.1M5.15%-113,02413F-HRTimeline
NewEdge Advisors, LLC800,996$54.5M0.25%+75,43613F-HRTimeline
Stonebridge Financial Group, LLC778,328$53M4.67%+2,68913F-HRTimeline
Sigma Planning Corp753,440$51.3M1.46%-37,28613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding750,956$51.1M-52,543Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp743,206$50.6M0.01%-356,04613F-HRTimelineGroup
COMERICA BANK720,766$49.1M0.18%+101,00313F-HRTimeline
J.W. COLE ADVISORS, INC.703,482$47.9M0.92%+4,72613F-HRTimeline
FFT WEALTH MANAGEMENT LLC678,451$46.2M8.48%+19,74213F-HRTimeline
Conservest Capital Advisors, Inc.676,774$46.1M4.26%+8,13313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS667,130$45.4M0.09%-19,72713F-HRTimeline
Steward Partners Investment Advisory, L…657,914$44.8M0.26%-7,52313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding653,986$44.5M+531Timeline
Madison Wealth Partners, Inc632,534$43.1M8.51%+15,80213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…628,850$42.8M7.54%+24,90213F-HRTimeline
Hughes Financial Services, LLC610,197$41.5M6.61%+18,37513F-HRTimeline
O'Dell Group, LLC607,986$41.4M8.88%+14,21613F-HRTimeline
Legacy Financial Strategies, LLC594,516$40.5M7.31%+21,06213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …591,075$40.2M0.49%-7,54613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…581,909$39.8M0.06%-34,32213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL558,300$38M0.82%+7,49713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding554,910$37.8M-3,531Timeline
Wolff Financial Management LLC537,352$36.6M8.49%+15,30213F-HRTimeline
Janney Montgomery Scott LLC529,206$36M0.09%+9,27213F-HRTimeline
Waverly Advisors, LLC525,677$35.8M0.36%+13,38713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT520,330$35.4M6.52%-127,73913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co514,500$35M0.9%013F-HR/ATimelineGroup
DAGCO, INC.510,449$34.8M8.74%+12,02213F-HRTimeline
XML Financial, LLC508,226$34.6M2.82%+3,77713F-HRTimeline
Litman Gregory Wealth Management LLC496,745$33.8M2.52%+40,46013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding493,395$33.6M+37,517Timeline
Vestmark Advisory Solutions, Inc.491,643$33.5M0.64%-493,92113F-HRTimeline
JGP Wealth Management, LLC487,776$33.3M3.69%+18,81013F-HRTimeline
Scott Capital Advisors, LLC458,988$31.4M7.12%+155,43813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.461,792$31.4M0.23%+46,99913F-HRTimelineGroup
D'Orazio & Associates, Inc.451,788$30.8M4.06%-23,08113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding441,203$30M+21,671Timeline
Altus Wealth Management, LLC434,851$29.6M13.11%+6,99713F-HRTimeline
Silver Coast Investments LLC429,187$29.2M10.04%-8,77313F-HRTimeline
Provident Wealth Management, LLC416,247$28.3M8.57%+2,19513F-HRTimeline
Compass Ion Advisors, LLC408,972$27.8M2.68%+5,20813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC402,716$27.4M0.8%-28413F-HRTimelineGroup
Creative Planningin group Creative Planning395,616$26.9M0.02%-7,08513F-HRTimelineGroup
Meridian Financial Partners LLC375,986$25.8M10.7%+6,16913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers376,701$25.6M0.04%+77,78413F-HRTimelineGroup
&PARTNERS372,868$25.4M0.16%+30,96413F-HRTimeline
Alliance Wealth Advisors, LLC370,158$25.2M12.59%+7,09313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC362,060$24.6M8.1%+1,71613F-HRTimeline
SWEENEY & MICHEL, LLC364,535$24.4M8.2%-5,17313F-HRTimeline
Regent Peak Wealth Advisors LLC355,451$24.2M4.85%13F-HRTimeline
Summit Investment Advisory Services, LLC354,296$24.1M9.61%-3,44913F-HR/ATimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…338,467$23M4.89%+17,46313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP324,385$22.1M0.14%-3,97513F-HR/ATimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC320,958$21.9M3.63%+101,66713F-HRTimeline
CHOREO, LLC316,513$21.5M0.28%+1,06813F-HRTimeline
VICUS CAPITAL312,881$21.3M1.63%+9,22913F-HRTimeline
Allegheny Financial Group310,868$21.2M3.95%+89213F-HRTimeline
Robertson Stephens Wealth Management, L…310,200$21.1M0.64%-1,07813F-HRTimeline
Capital Advisors, Ltd. LLC303,723$20.7M2.34%+12,36913F-HRTimeline
DAVENPORT & Co LLC297,129$20.2M0.11%+7,79113F-HRTimeline
HB Wealth Management, LLC291,513$19.8M0.13%+17,15713F-HRTimeline
Integrated Wealth Concepts LLC288,971$19.7M0.18%+4,58113F-HRTimeline
MAI Capital Management285,905$19.5M0.12%+29,64213F-HRTimeline
WealthPlan Investment Management, LLC285,278$19.4M1.29%-54,29413F-HRTimeline
MORTON COMMUNITY BANK278,475$19M4.39%-4,41713F-HRTimeline
Rooted Wealth Advisors, Inc.269,918$18.5M5.64%+13,17913F-HRTimeline
Prospera Financial Services Inc270,466$18.4M0.31%+25,50313F-HRTimeline
Objectivity Squared, LLC261,986$17.8M10.64%+20,46513F-HRTimeline
Powers Advisory Group, LLC259,474$17.7M7.04%+17,95713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…254,232$17.3M0.69%+15,28913F-HRTimelineGroup
Financiere des Professionnels - Fonds d…244,800$16.7M0.96%-34,00013F-HRTimeline
Eagle Strategies LLC242,323$16.5M2.21%+6,86413F-HRTimeline
Capital Planning LLC240,089$16.3M4.76%-2,12813F-HRTimeline
Mutual Advisors, LLC238,793$16.3M0.36%+10,65213F-HRTimeline
Tandem Wealth Advisors LLC235,901$16.1M7.64%-2,90513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC235,879$16.1M7.26%-1,25813F-HRTimeline
Well Done, LLC234,822$16M2.72%-5,39113F-HRTimeline
Global Retirement Partners, LLC234,414$16M0.36%+19,16113F-HRTimeline
WealthPLAN Partners, LLC232,430$15.8M2.37%+3,89113F-HRTimeline
PFS Partners, LLC228,737$15.6M7.41%+44313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…227,039$15.5M0.03%+5,74013F-HRTimelineGroup
Jackson Wealth Management, LLC226,440$15.4M1.54%+4,98213F-HRTimeline
Accel Wealth Management222,820$15.2M4.41%+6,82713F-HRTimeline
Atria Investments, Inc220,488$15M0.17%-77,20913F-HRTimeline
Apexium Financial, LP220,390$15M0.73%+6,08213F-HRTimeline
TBH Global Asset Management, LLC219,370$14.9M2.91%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV218,467$14.9M0.02%-17,61113F-HRTimeline
PSI Advisors, LLC218,325$14.9M3.83%+10,98213F-HRTimeline
Gotham Asset Management, LLC213,452$14.5M0.06%+18,85013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC212,601$14.5M1.13%+7,89213F-HR/ATimeline
KPP Advisory Services LLC208,104$14.2M2.1%+55,64013F-HRTimeline
IFS Advisors, LLC206,124$14M8.21%+29013F-HRTimeline
Dynamic Advisor Solutions LLC199,965$13.6M0.4%-31,37013F-HRTimeline
Beaumont Financial Advisors, LLC196,845$13.4M0.9%+1,64513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC196,008$13.3M4.1%+75913F-HRTimeline
KOM Wealth Management Group, LLC191,618$13M9.86%+1,28813F-HRTimeline
FC Advisory LLC190,990$13M3.8%+2,43013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding190,299$13M-39,725Timeline
Philip James Wealth Mangement, LLC189,246$12.9M1.5%-17,34013F-HRTimeline
Meridian Wealth Management, LLC188,840$12.9M0.49%-13813F-HRTimeline
WealthShield Partners, LLC186,594$12.7M1.44%-2813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …183,050$12.5M2%-75513F-HRTimeline
Capital Investment Advisory Services, L…182,249$12.4M0.98%+3,40013F-HRTimeline
Journey Advisory Group, LLC181,614$12.4M0.92%-1,34913F-HRTimeline
Allworth Financial LP179,480$12.2M0.05%+1,20913F-HRTimeline
Atwater Malick LLC177,203$12.1M3.5%+140,59913F-HRTimeline
Modus Advisors, LLC175,828$12M3.26%+2,10313F-HRTimeline
Legacy Financial Advisors, Inc.175,295$11.9M1.64%-8,51313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC174,629$11.9M0.09%-173,43413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.174,276$11.9M0.89%+1,69813F-HRTimeline
Premier Path Wealth Partners, LLC172,838$11.8M1.51%-52613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding172,389$11.7M-3,555Timeline
Argent Advisors, Inc.171,176$11.7M3.44%+1,14313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp170,597$11.6M0.53%+74,68413F-HRTimelineGroup
Perritt Capital Management Inc169,068$11.5M5.45%+3,62413F-HRTimeline
Princeton Global Asset Management LLC168,271$11.5M1.9%-4,83413F-HRTimeline
Orion Porfolio Solutions, LLC167,764$11.4M0.09%+39,23213F-HRTimeline
Wealth Group Ltd166,186$11.3M2.62%-73,95513F-HRTimeline
Kingsview Wealth Management, LLC165,924$11.3M0.17%+28,85213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …165,518$11.3M0.98%-116,62713F-HRTimelineGroup
LifeGoal Investments, LLC165,013$11.2M9.33%+5,15513F-HRTimeline
Cornerstone Wealth Management, LLC164,680$11.2M0.62%-48013F-HRTimeline
FourThought Financial Partners, LLC163,718$11.1M0.98%+9,55813F-HRTimeline
Sterling Manor Financial, LLC163,402$11.1M7.01%-20,53313F-HRTimeline
Gladstone Institutional Advisory LLC160,603$10.9M0.42%+26213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC159,498$10.9M1.84%-6,32813F-HRTimeline
Custos Family Office, LLC158,985$10.8M6.12%-125,55913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC158,713$10.8M3.31%-55,14813F-HRTimelineGroup
IEQ CAPITAL, LLC157,409$10.7M0.03%+38,49013F-HRTimeline
Shepherd Financial Partners LLC157,259$10.7M1.02%-1,37213F-HRTimeline
Fairway Financial, LLC155,272$10.6M8.33%+2,42913F-HRTimeline
TriaGen Wealth Management LLC154,910$10.5M2.75%+12,42813F-HRTimeline
Summit Financial, LLC154,103$10.5M0.16%new13F-HRTimeline
Atlas Private Wealth Advisors153,940$10.5M2.57%-183,89113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC153,186$10.4M0.06%-18,98113F-HR/ATimelineGroup
OneDigital Investment Advisors LLC151,864$10.3M0.11%+31013F-HRTimeline
Baker Avenue Asset Management, LP151,586$10.3M0.25%+11,03013F-HRTimeline
Integrated Advisors Network LLC150,842$10.3M0.43%-7,16013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC150,247$10.2M0.63%-12,54813F-HRTimeline
Sound View Wealth Advisors Group, LLC150,071$10.2M0.7%-2,25013F-HRTimeline
Buck Wealth Strategies, LLC148,896$10.1M1.39%+15,74213F-HRTimeline
Capital Investment Counsel, LLC147,203$10M1.48%+18,40513F-HRTimeline
SOA Wealth Advisors, LLC.147,201$10M1.72%-9,03813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146,637$9.98M0.02%-4,04613F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC143,858$9.79M4.71%+17,29513F-HRTimeline
Arkadios Wealth Advisors143,612$9.78M0.24%-11,90513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…142,509$9.7M0.12%+18,06513F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…141,225$9.61M0.35%-1,59613F-HRTimelineGroup
Strategic Blueprint, LLC140,034$9.53M0.42%-4,49813F-HRTimeline
Prosperity Consulting Group, LLC139,068$9.47M0.47%+6,05513F-HRTimeline
BBR PARTNERS, LLC137,802$9.38M0.54%+5613F-HRTimeline
Advisory Services Network, LLC135,458$9.22M0.14%+5,02113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS133,335$9.08M0.39%+12,98613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC132,423$9.02M0.01%+2,78913F-HRTimelineGroup
TD Waterhouse Canada Inc.130,220$8.95M0.06%-12,80413F-HRTimeline