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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,757,259$1.37B0.1%+1,094,96713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,366,070$1.34B0.08%+331,74813F-HR/ATimelineGroup
LPL Financial LLC18,763,346$1.3B0.36%+595,71013F-HRTimeline
Wealthfront Advisers LLC13,931,233$967M2.16%+628,34213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,746,195$746M0.23%+279,16013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,516,307$730M-255,315Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,989,957$694M0.42%+1,383,79113F-HRTimelineGroup
Capital Investment Advisors, LLC8,339,921$579M8.83%+215,54013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,137,125$565M0.1%+1,576,24113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,267,236$504M0.67%-288,37313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,050,627$489M0.1%+665,80813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,946,094$482M0.11%-339,23913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,790,175$471M0.26%-808,13613F-HRTimelineGroup
FMR LLCin group FMR LLC5,799,992$403M0.02%+552,55513F-HRTimelineGroup
HighTower Advisors, LLC5,001,638$347M0.38%+39,69913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,982,318$346M0.05%-22,64513F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding4,521,666$314M-208,265Timeline
MML INVESTORS SERVICES, LLC3,570,130$248M0.6%-173,75313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,330,585$231M0.02%+11,18313F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,185,104$221M1.78%-74,05213F-HRTimeline
Cetera Investment Advisers3,096,053$215M0.23%+512,59913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,031,436$210M0.28%+5,77113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,678,223$186M0.17%+128,64713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,598,771$180M0.21%-44,33513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,374,253$165M0.1%+73,18613F-HR/ATimelineGroup
Avior Wealth Management, LLC1,907,665$132M4.13%+135,87713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,722,529$120M2.55%+220,25313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,657,788$115M0.16%+123,55213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,640,903$114M0.17%+29,49413F-HRTimelineGroup
First Command Advisory Services, Inc.1,513,906$105M0.73%-17,02913F-HRTimeline
ProVise Management Group, LLC1,363,330$94.6M6.74%+28,46613F-HRTimeline
Strategies Wealth Advisors, LLC1,298,467$90.1M9.03%+44,80613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,268,382$88.1M<0.01%-763,07913F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,254,894$87.1M12.08%+20,31613F-HRTimeline
Ledyard National Bank1,222,546$84.9M7.31%+90,12213F-HRTimeline
SHP Wealth Management1,213,414$84.2M6.55%13F-HRTimeline
Seven Springs Wealth Group, LLC1,136,083$78.9M22.53%-7,87213F-HRTimeline
Cambridge Investment Research Advisors,…1,062,556$73.8M0.19%+32,24613F-HRTimeline
Confluence Wealth Services, Inc.1,042,635$72.4M3%+105,35513F-HRTimeline
Sanctuary Advisors, LLC971,340$67.4M0.37%+77,53113F-HRTimeline
American Trust960,971$66.7M5.61%+133,91713F-HRTimeline
Private Advisor Group, LLC946,077$65.7M0.31%-98,94813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.915,635$63.6M0.1%+4,16313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding900,355$62.5M+345,445Timeline
NewEdge Advisors, LLC885,833$61.5M0.22%+84,83713F-HRTimeline
Beacon Pointe Advisors, LLC847,724$58.8M0.41%-63,67613F-HRTimeline
First Business Financial Services, Inc.822,044$57.1M5.24%-1,98213F-HRTimeline
Horizon Investments, LLC800,194$55.5M0.7%-75,02313F-HRTimeline
Stonebridge Financial Group, LLC788,179$54.7M4.67%+9,85113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding748,617$52M-2,339Timeline
COMERICA BANK733,342$50.9M0.2%+12,57613F-HRTimeline
Sigma Planning Corp731,146$50.8M1.4%-22,29413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding728,265$50M+74,279Timeline
Waverly Advisors, LLC715,165$49.6M0.4%+189,48813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp706,406$49M0.01%-36,80013F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co689,500$47.9M1%+175,00013F-HR/ATimelineGroup
Conservest Capital Advisors, Inc.682,468$47.4M4.27%+5,69413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS679,406$47.2M0.09%+12,27613F-HRTimeline
Steward Partners Investment Advisory, L…667,857$46.4M0.25%+9,94313F-HRTimeline
Madison Wealth Partners, Inc647,554$45M8.2%+15,02013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…629,975$43.7M7.34%+1,12513F-HRTimeline
FFT WEALTH MANAGEMENT LLC607,050$42.1M8.03%-71,40113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …601,612$41.8M0.59%+10,53713F-HRTimelineGroup
FORM Wealth Advisors, LLC591,147$41M4.8%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…580,068$41M0.06%-1,84113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL568,940$39.5M0.86%+10,64013F-HRTimeline
Wolff Financial Management LLC549,843$38.2M8.58%+12,49113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT548,369$38.1M7.17%+28,03913F-HRTimeline
J.W. COLE ADVISORS, INC.719,151$37.9M0.92%+15,66913F-HRTimeline
Janney Montgomery Scott LLC542,997$37.7M0.09%+13,79113F-HRTimeline
Vestmark Advisory Solutions, Inc.541,766$37.6M0.51%+50,12313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding517,603$35.9M+24,208Timeline
XML Financial, LLC507,686$35.2M2.88%-54013F-HRTimeline
DAGCO, INC.507,307$35.2M8.13%-3,14213F-HRTimeline
Scott Capital Advisors, LLC506,922$35.2M7.8%+47,93413F-HRTimeline
Litman Gregory Wealth Management LLC503,026$34.9M2.56%+6,28113F-HRTimeline
JGP Wealth Management, LLC502,029$34.9M3.63%+14,25313F-HRTimeline
EARNED WEALTH ADVISORS, LLC500,676$34.8M2.46%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.499,151$34.7M0.24%+37,35913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers467,757$32.5M0.05%+91,05613F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding446,433$31M+5,230Timeline
Hughes Financial Services, LLC446,371$31M4.87%-163,82613F-HRTimeline
D'Orazio & Associates, Inc.441,376$30.6M3.92%-10,41213F-HRTimeline
Altus Wealth Management, LLC439,942$30.5M13.17%+5,09113F-HRTimeline
Silver Coast Investments LLC433,219$30.1M10.37%+4,03213F-HRTimeline
Legacy Financial Strategies, LLC426,284$29.6M5.24%-168,23213F-HRTimeline
Provident Wealth Management, LLC423,285$29.4M8.7%+7,03813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC414,179$28.8M0.8%+11,46313F-HR/ATimelineGroup
Compass Ion Advisors, LLC412,404$28.6M2.73%+3,43213F-HRTimeline
SWEENEY & MICHEL, LLC373,540$27.6M8.16%+9,00513F-HRTimeline
&PARTNERS391,203$27.2M0.14%+18,33513F-HRTimeline
Alliance Wealth Advisors, LLC386,930$26.9M12.85%+16,77213F-HRTimeline
Creative Planningin group Creative Planning385,137$26.7M0.02%-10,47913F-HRTimelineGroup
Meridian Financial Partners LLC371,170$26.4M10.46%-4,81613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC367,242$25.5M7.46%+5,18213F-HRTimeline
Adirondack Capital Advisors, LLC365,470$25.4M17.06%13F-HRTimeline
Presidio Capital Management, LLC355,465$24.7M7.41%new13F-HRTimeline
Regent Peak Wealth Advisors LLC355,124$24.7M4.86%-32713F-HRTimeline
Summit Investment Advisory Services, LLC349,101$24.2M9.15%-5,19513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…340,396$23.6M4.88%+1,92913F-HRTimeline
FourThought Financial Partners, LLC335,351$23.3M1.97%+171,63313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP326,478$22.7M0.15%+2,09313F-HRTimelineGroup
Global Retirement Partners, LLC325,729$22.6M0.4%+91,31513F-HRTimeline
VICUS CAPITAL318,290$22.1M1.66%+5,40913F-HRTimeline
CHOREO, LLC315,202$22M0.28%-1,31113F-HRTimeline
Allegheny Financial Group316,428$22M3.25%+5,56013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…315,824$21.9M0.13%+229,83313F-HRTimelineGroup
MAI Capital Management310,913$21.6M0.12%+25,00813F-HRTimeline
Robertson Stephens Wealth Management, L…306,679$21.3M0.6%-3,52113F-HRTimeline
Capital Advisors, Ltd. LLC305,399$21.2M2.39%+1,67613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …304,569$21.1M1.11%+139,05113F-HRTimelineGroup
DAVENPORT & Co LLC302,641$21M0.11%+5,51213F-HRTimeline
MORTON COMMUNITY BANK289,780$20.8M4.5%+11,30513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…290,311$20.2M0.04%+63,27213F-HR/ATimelineGroup
Financiere des Professionnels - Fonds d…289,800$20.1M1.14%+45,00013F-HRTimeline
HB Wealth Management, LLC286,730$19.9M0.13%-4,78313F-HRTimeline
Kingsview Wealth Management, LLC282,203$19.6M0.28%+116,27913F-HRTimeline
Prospera Financial Services Inc280,082$19.4M0.32%+9,61613F-HRTimeline
Atria Investments, Inc276,573$19.2M0.22%+56,08513F-HRTimeline
Rooted Wealth Advisors, Inc.262,625$19.2M5.4%-7,29313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…272,573$18.9M0.7%+18,34113F-HRTimelineGroup
Powers Advisory Group, LLC270,252$18.8M7.07%+10,77813F-HRTimeline
Integrated Wealth Concepts LLC266,331$18.5M0.22%-22,64013F-HRTimeline
Objectivity Squared, LLC266,126$18.5M10.33%+4,14013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV264,098$18.3M0.03%+45,63113F-HRTimeline
Buck Wealth Strategies, LLC262,698$18.2M2.31%+113,80213F-HRTimeline
46 Peaks LLC262,332$18.2M13.36%13F-HRTimeline
W1M Asset Management Ltd260,961$18.1M0.19%new13F-HRTimeline
WealthPlan Investment Management, LLC255,592$17.7M1.13%-29,68613F-HRTimeline
Arkadios Wealth Advisors252,955$17.6M0.35%+109,34313F-HRTimeline
Eagle Strategies LLC250,743$17.4M2.22%+8,42013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC245,493$17.2M4.8%+49,48513F-HRTimeline
Capital Planning LLC238,974$16.7M4.67%-1,11513F-HRTimeline
Mutual Advisors, LLC237,661$16.5M0.35%-1,13213F-HRTimeline
IFS Advisors, LLC237,189$16.5M8.55%+31,06513F-HRTimeline
Tandem Wealth Advisors LLC225,361$16.4M7.34%-10,54013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC232,536$16.1M1.08%+19,93513F-HR/ATimeline
Jackson Wealth Management, LLC232,238$16.1M1.57%+5,79813F-HRTimeline
Accel Wealth Management230,125$16M4.37%+7,30513F-HRTimeline
WealthPLAN Partners, LLC230,102$16M2.39%-2,32813F-HRTimeline
PFS Partners, LLC226,932$15.8M7.23%-1,80513F-HRTimeline
Well Done, LLC224,760$15.6M2.33%-10,06213F-HRTimeline
TBH Global Asset Management, LLC222,769$15.5M2.58%+3,39913F-HRTimeline
Gotham Asset Management, LLC221,999$15.4M0.06%+8,54713F-HRTimeline
Atwater Malick LLC220,509$15.3M4.22%+43,30613F-HRTimeline
PSI Advisors, LLC219,296$15.2M3.82%+97113F-HRTimeline
SVRN Asset Management, LLC214,285$14.9M12.25%13F-HRTimeline
truNorth Financial Services, Inc.210,860$14.6M15.87%13F-HRTimeline
Dynamic Advisor Solutions LLC203,514$14.1M0.45%+3,54913F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.78,367$13.8M3.33%+74,76713F-HRTimeline
Beaumont Financial Advisors, LLC199,048$13.8M0.91%+2,20313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …196,977$13.7M1.84%+13,92713F-HRTimeline
KOM Wealth Management Group, LLC196,277$13.6M9.64%+4,65913F-HRTimeline
Princeton Global Asset Management LLC194,397$13.5M2.19%+26,12613F-HRTimeline
FC Advisory LLC193,641$13.4M3.86%+2,65113F-HRTimeline
LifeGoal Investments, LLC193,627$13.4M8.96%+28,61413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp191,846$13.3M0.6%+21,24913F-HRTimelineGroup
Argent Advisors, Inc.190,026$13.2M3.68%+18,85013F-HRTimeline
Philip James Wealth Mangement, LLC189,191$13.1M1.52%-5513F-HRTimeline
Meridian Wealth Management, LLC188,793$13.1M0.46%-4713F-HRTimeline
WealthShield Partners, LLC186,447$12.9M1.43%-14713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding186,412$12.9M-3,887Timeline
HM PAYSON & CO186,220$12.9M0.18%+177,09313F-HRTimeline
KPP Advisory Services LLC180,569$12.5M1.82%-27,53513F-HRTimeline
Journey Advisory Group, LLC180,032$12.5M1.05%-1,58213F-HRTimeline
Capital Investment Advisory Services, L…176,164$12.2M0.86%-6,08513F-HRTimeline
Allworth Financial LP173,590$12.1M0.05%-5,89013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC172,404$12M6.49%-63,47513F-HRTimeline
Orion Porfolio Solutions, LLC172,180$12M0.09%+4,41613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding170,144$11.8M-2,245Timeline
Rothschild Wealth LLC169,712$11.8M1.13%new13F-HR/ATimeline
Legacy Financial Advisors, Inc.169,423$11.8M1.63%-5,87213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC169,091$11.7M0.02%+93,78413F-HRTimelineGroup
Gladstone Institutional Advisory LLC169,083$11.7M0.44%+8,48013F-HRTimeline
Cornerstone Wealth Management, LLC165,080$11.5M0.6%+40013F-HRTimeline
Atlas Private Wealth Advisors164,858$11.4M2.67%+10,91813F-HRTimeline
Summit Financial, LLC164,699$11.4M0.17%+10,59613F-HRTimeline
TriaGen Wealth Management LLC162,294$11.3M2.91%+7,38413F-HRTimeline
Sterling Manor Financial, LLC161,939$11.2M7.01%-1,46313F-HRTimeline
Premier Path Wealth Partners, LLC161,500$11.2M1.45%-11,33813F-HRTimeline
Baker Avenue Asset Management, LP160,924$11.2M0.26%+9,33813F-HRTimeline
Targeted Financial Services LLC160,738$11.2M9.61%13F-HRTimeline
Fairway Financial, LLC159,209$11.1M8.34%+3,93713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…156,157$10.8M0.13%+13,64813F-HRTimelineGroup
Modus Advisors, LLC155,505$10.8M2.85%-20,32313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC154,736$10.7M1.73%-4,76213F-HRTimeline
COFG Advisors, LLC153,663$10.7M2.63%13F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC153,028$10.6M5.59%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC152,383$10.6M0.06%-80313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC149,143$10.4M0.61%-1,10413F-HRTimeline
OneDigital Investment Advisors LLC147,586$10.2M0.1%-4,27813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC147,088$10.2M0.02%+45113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC146,511$10.2M0.68%-3,56013F-HRTimeline
Strategic Wealth Partners, Ltd.145,363$10.1M0.69%-28,91313F-HRTimeline
Talisman Wealth Advisors LLC149,637$10.1M7.83%+29,04713F-HRTimeline
SOA Wealth Advisors, LLC.144,711$10M1.7%-2,49013F-HRTimeline
Aptus Capital Advisors, LLC144,396$10M0.09%+14,57013F-HRTimeline
Clarkston Capital Partners, LLC144,369$10M0.23%new13F-HRTimeline
Shepherd Financial Partners LLC143,950$9.99M0.93%-13,30913F-HRTimeline
Advisory Services Network, LLC143,920$9.99M0.14%+8,46213F-HRTimeline