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
LPL Financial LLC20,236,610$1.42B0.38%+1,473,26413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,389,641$1.36B0.1%-367,61813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,367,374$1.36B0.08%+1,30413F-HRTimelineGroup
Wealthfront Advisers LLC17,425,702$1.22B2.68%+3,494,46913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,067,891$832M0.4%+2,077,93413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,864,804$762M0.24%+118,60913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,833,226$760M+316,919Timeline
Capital Investment Advisors, LLC8,431,594$592M8.66%+91,67313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,230,843$578M0.11%+93,71813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,225,477$507M0.71%-41,75913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,855,975$481M0.11%-90,11913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,661,626$468M0.09%-389,00113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,310,350$443M0.26%-479,82513F-HRTimelineGroup
FMR LLCin group FMR LLC5,295,381$372M0.02%-504,61113F-HRTimelineGroup
HighTower Advisors, LLC5,148,918$361M0.38%+147,28013F-HRTimeline
UBS Group AGgroup of 2 filers holding4,800,142$337M+278,476Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,772,766$335M0.04%-209,55213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,753,627$328M0.02%+1,423,04213F-HR/ATimelineGroup
Cetera Investment Advisers3,324,499$233M0.25%+228,44613F-HRTimeline
MML INVESTORS SERVICES, LLC3,122,246$219M0.61%-447,88413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,114,188$219M1.85%-70,91613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,937,418$206M0.28%-94,01813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,770,076$194M0.18%+91,85313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,718,697$191M0.22%+119,92613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,492,043$175M0.11%+117,79013F-HRTimelineGroup
HM PAYSON & CO1,965,020$138M1.99%+1,778,80013F-HRTimeline
Avior Wealth Management, LLC1,899,744$133M3.78%-7,92113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,870,534$131M2.72%+148,00513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,751,054$123M0.18%+110,15113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,626,347$114M0.16%-31,44113F-HRTimelineGroup
First Command Advisory Services, Inc.1,520,205$107M0.72%+6,29913F-HRTimeline
ProVise Management Group, LLC1,403,415$98.5M7.08%+40,08513F-HRTimeline
Beacon Pointe Advisors, LLC1,394,397$97.9M0.52%+546,67313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,348,444$94.6M<0.01%+80,06213F-HRTimelineGroup
Dynasty Wealth Management, LLC1,281,275$89.9M0.78%+1,272,89513F-HRTimeline
Strategies Wealth Advisors, LLC1,264,195$88.7M8.91%-34,27213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,256,891$88.2M+739,288Timeline
Quotient Wealth Partners, LLC1,222,650$85.8M2.26%new13F-HRTimeline
Gratus Wealth Advisors, LLC1,218,011$85.5M12.36%-36,88313F-HRTimeline
SHP Wealth Management1,196,825$84M6.34%-16,58913F-HRTimeline
Seven Springs Wealth Group, LLC1,143,665$80.3M18.56%+7,58213F-HRTimeline
Ledyard National Bank1,142,426$80.2M6.95%-80,12013F-HRTimeline
Cambridge Investment Research Advisors,…1,106,092$77.6M0.2%+43,53613F-HRTimeline
Confluence Wealth Services, Inc.1,050,750$73.7M2.86%+8,11513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,024,945$71.9M+124,590Timeline
American Trust993,754$69.7M6.16%+32,78313F-HRTimeline
Sanctuary Advisors, LLC984,746$69.1M0.37%+13,40613F-HRTimeline
Private Advisor Group, LLC938,814$65.9M0.31%-7,26313F-HRTimeline
NewEdge Advisors, LLC928,191$65.1M0.24%+42,35813F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.926,648$65M0.1%+11,01313F-HRTimelineGroup
MCF Advisors LLC844,013$59.2M2.6%+841,60913F-HRTimeline
First Business Financial Services, Inc.835,155$58.6M5.21%+13,11113F-HRTimeline
Stonebridge Financial Group, LLC829,714$58.2M4.79%+41,53513F-HRTimeline
Horizon Investments, LLC814,939$57.2M0.64%+14,74513F-HRTimeline
Conservest Capital Advisors, Inc.793,408$55.7M5.05%+110,94013F-HRTimeline
J.W. COLE ADVISORS, INC.736,631$51.7M1.75%+17,48013F-HRTimeline
JGP Wealth Management, LLC727,226$51M5.31%+225,19713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding722,314$50.7M-26,303Timeline
Sigma Planning Corp721,369$50.6M1.41%-9,77713F-HRTimeline
FORM Wealth Advisors, LLC715,444$50.2M5.88%+124,29713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding709,923$49.8M-18,342Timeline
FFT WEALTH MANAGEMENT LLC708,712$49.7M9.01%+101,66213F-HRTimeline
Waverly Advisors, LLC706,261$49.6M0.37%-8,90413F-HRTimeline
Steward Partners Investment Advisory, L…695,460$48.8M0.25%+27,60313F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co689,500$48.4M1.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS687,861$48.3M0.08%+8,45513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…642,658$45.1M7.65%+12,68313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp640,708$45M0.01%-65,69813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …602,903$42.3M0.52%+1,29113F-HRTimelineGroup
XML Financial, LLC576,049$40.4M3.26%+68,36313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers569,687$40M0.06%+101,93013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL566,639$39.8M0.84%-2,30113F-HRTimeline
Wolff Financial Management LLC566,631$39.8M8.79%+16,78813F-HRTimeline
Janney Montgomery Scott LLC558,516$39.2M0.1%+15,51913F-HRTimeline
Scott Capital Advisors, LLC539,569$38.7M7.85%+32,64713F-HRTimeline
EARNED WEALTH ADVISORS, LLC530,539$37.2M2.49%+29,86313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.534,531$37.1M0.24%+35,38013F-HRTimelineGroup
DAGCO, INC.519,681$36.5M7.91%+12,37413F-HRTimeline
Vestmark Advisory Solutions, Inc.517,276$36.3M0.4%-24,49013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding464,863$32.6M+18,430Timeline
Hughes Financial Services, LLC461,279$32.4M4.97%+14,90813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC459,104$32.2M0.85%+44,92513F-HRTimelineGroup
Silver Coast Investments LLC449,662$31.6M10.07%+16,44313F-HRTimeline
Altus Wealth Management, LLC441,639$31M13.78%+1,69713F-HRTimeline
TRB Wealth Management, LLC439,261$30.8M4.38%13F-HRTimeline
D'Orazio & Associates, Inc.430,362$30.2M3.91%-11,01413F-HRTimeline
Provident Wealth Management, LLC419,556$29.4M8.91%-3,72913F-HRTimeline
Compass Ion Advisors, LLC419,164$29.4M2.8%+6,76013F-HRTimeline
Legacy Financial Strategies, LLC414,367$29.1M5.25%-11,91713F-HRTimeline
Creative Planningin group Creative Planning404,328$28.4M0.02%+19,19113F-HRTimelineGroup
SWEENEY & MICHEL, LLC383,559$27.7M8.15%+10,01913F-HRTimeline
Alliance Wealth Advisors, LLC389,615$27.3M12.91%+2,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…388,086$27.3M0.06%-191,98213F-HRTimeline
&PARTNERS383,764$26.9M0.13%-7,43913F-HRTimeline
Adirondack Capital Advisors, LLC380,075$26.7M17.13%+14,60513F-HRTimeline
Presidio Capital Management, LLC369,388$25.9M7.53%+13,92313F-HRTimeline
Gotham Asset Management, LLC353,466$24.8M0.08%+131,46713F-HRTimeline
Davidson Capital Management Inc.350,381$24.6M4.46%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…348,715$24.5M5.08%+8,31913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP336,202$23.6M0.15%+9,72413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…332,816$23.4M0.04%+42,50513F-HRTimelineGroup
Summit Investment Advisory Services, LLC331,991$23.3M8.66%-17,11013F-HRTimeline
Regent Peak Wealth Advisors LLC328,953$23.1M4.71%-26,17113F-HRTimeline
Meridian Financial Partners LLC320,868$22.6M8.6%-50,30213F-HRTimeline
CHOREO, LLC322,519$22.6M0.28%+7,31713F-HRTimeline
Allegheny Financial Group321,068$22.5M3.04%+4,64013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…317,552$22.3M0.14%+1,72813F-HRTimelineGroup
VICUS CAPITAL314,670$22.1M1.62%-3,62013F-HRTimeline
Capital Advisors, Ltd. LLC309,322$21.7M2.47%+3,92313F-HRTimeline
Integrated Wealth Concepts LLC308,307$21.6M0.17%+41,97613F-HRTimeline
DAVENPORT & Co LLC308,135$21.6M0.12%+5,49413F-HRTimeline
Prospera Financial Services Inc307,598$21.6M0.35%+27,51613F-HRTimeline
MAI Capital Management304,454$21.4M0.12%-6,45913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …302,595$21.2M1.15%-1,97413F-HRTimelineGroup
Kingsview Wealth Management, LLC302,168$21.2M0.29%+19,96513F-HRTimeline
Robertson Stephens Wealth Management, L…300,748$21.1M0.59%-5,93113F-HRTimeline
Powers Advisory Group, LLC295,478$20.7M7.31%+25,22613F-HRTimeline
MORTON COMMUNITY BANK292,409$20.5M4.46%+2,62913F-HRTimeline
Financiere des Professionnels - Fonds d…285,000$20M1.17%-4,80013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…282,858$19.9M0.61%+10,28513F-HR/ATimelineGroup
HB Wealth Management, LLC280,645$19.7M0.13%-6,08513F-HRTimeline
Buck Wealth Strategies, LLC273,737$19.2M2.37%+11,03913F-HRTimeline
46 Peaks LLC269,409$18.9M13.77%+7,07713F-HRTimeline
Madison Wealth Partners, Inc266,466$18.7M2.98%-381,08813F-HRTimeline
W1M Asset Management Ltd261,021$18.3M0.2%+6013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC258,712$18.2M5.06%+13,21913F-HRTimeline
Capital Planning LLC258,299$18.1M5.9%+19,32513F-HRTimeline
Atria Investments, Inc257,877$18.1M0.2%-18,69613F-HRTimeline
Objectivity Squared, LLC256,088$18M11.33%-10,03813F-HRTimeline
Atwater Malick LLC250,666$17.6M4.75%+30,15713F-HRTimeline
Rooted Wealth Advisors, Inc.237,885$17.4M4.59%-24,74013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC246,737$17.3M1.19%+14,20113F-HRTimeline
Mutual Advisors, LLC244,406$17.2M0.37%+6,74513F-HRTimeline
Accel Wealth Management243,000$17.1M4.45%+12,87513F-HRTimeline
IFS Advisors, LLC241,130$16.9M8.72%+3,94113F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC236,935$16.6M4.23%13F-HRTimeline
PSI Advisors, LLC233,762$16.4M3.93%+14,46613F-HRTimeline
Jackson Wealth Management, LLC231,010$16.2M1.67%-1,22813F-HRTimeline
PFS Partners, LLC230,306$16.2M7.41%+3,37413F-HRTimeline
truNorth Financial Services, Inc.227,073$15.9M16.48%+16,21313F-HRTimeline
Tandem Wealth Advisors LLC226,014$15.9M7.07%+65313F-HRTimeline
FourThought Financial Partners, LLC225,324$15.8M1.36%-110,02713F-HRTimeline
Well Done, LLC220,184$15.5M2.27%-4,57613F-HRTimeline
Eagle Strategies LLC218,939$15.4M1.84%-31,80413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV215,800$15.1M0.02%-48,29813F-HRTimeline
WealthPLAN Partners, LLC215,150$15.1M2.92%-14,95213F-HRTimeline
Dynamic Advisor Solutions LLC213,244$15M0.47%+9,73013F-HRTimeline
TBH Global Asset Management, LLC212,261$14.9M3%-10,50813F-HRTimeline
LifeGoal Investments, LLC210,145$14.7M8.44%+16,51813F-HRTimeline
FC Advisory LLC199,306$14M4.08%+5,66513F-HRTimeline
KOM Wealth Management Group, LLC198,956$14M9.52%+2,67913F-HRTimeline
Beaumont Financial Advisors, LLC198,226$13.9M0.96%-82213F-HRTimeline
Argent Advisors, Inc.196,017$13.8M3.76%+5,99113F-HRTimeline
Karpus Management, Inc.195,078$13.7M0.43%+92,66013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …193,697$13.6M1.83%-3,28013F-HRTimeline
Meridian Wealth Management, LLC193,078$13.6M0.48%+4,28513F-HRTimeline
Arkadios Wealth Advisors191,845$13.5M0.22%-61,11013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp185,879$13M0.61%-5,96713F-HRTimelineGroup
WealthShield Partners, LLC185,587$13M1.45%-86013F-HRTimeline
WealthPlan Investment Management, LLC179,952$12.6M0.7%-75,64013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC179,200$12.6M6.94%+6,79613F-HRTimeline
Journey Advisory Group, LLC177,870$12.5M1.07%-2,16213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding177,118$12.4M-9,294Timeline
Rothschild Wealth LLC175,498$12.3M1.11%+5,78613F-HRTimeline
Allworth Financial LP175,356$12.3M0.05%+1,76613F-HRTimeline
SVRN Asset Management, LLC172,722$12.1M11.74%-41,56313F-HRTimeline
Twelve Points Wealth Management LLC169,565$11.9M2.62%+35,06913F-HRTimeline
Atlas Private Wealth Advisors168,934$11.9M2.79%+4,07613F-HRTimeline
Summit Financial, LLC168,746$11.8M0.15%+4,04713F-HRTimeline
Gladstone Institutional Advisory LLC168,704$11.8M0.44%-37913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC168,078$11.8M0.01%+26,58913F-HRTimelineGroup
TriaGen Wealth Management LLC168,002$11.8M3.22%+5,70813F-HRTimeline
Cornerstone Wealth Management, LLC166,711$11.7M0.59%+1,63113F-HRTimeline
Baker Avenue Asset Management, LP166,024$11.7M0.27%+5,10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC165,980$11.6M0.02%-3,11113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…165,488$11.6M0.15%+9,33113F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding162,276$11.4M-7,868Timeline
Valmark Advisers, Inc.161,510$11.3M0.13%+22,38113F-HRTimeline
Talisman Wealth Advisors LLC167,631$11.3M9.07%+17,99413F-HRTimeline
Fairway Financial, LLC160,034$11.2M8.54%+82513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC159,909$11.2M1.51%+5,17313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…157,947$11.1M0.43%+16,45913F-HRTimelineGroup
COFG Advisors, LLC156,926$11M2.72%+3,26313F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC155,741$10.9M5.85%+2,71313F-HRTimeline
OneDigital Investment Advisors LLC155,065$10.9M0.11%+7,47913F-HRTimeline
Targeted Financial Services LLC155,053$10.9M8.93%-5,68513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT154,882$10.9M2.03%-393,48713F-HRTimeline
Prota Financial, LLC153,601$10.8M7.81%+11,35113F-HRTimeline
KPP Advisory Services LLC153,548$10.8M1.56%-27,02113F-HRTimeline
Strategic Wealth Partners, Ltd.151,104$10.6M0.74%+5,74113F-HRTimeline
Advisory Services Network, LLC150,875$10.6M0.14%+6,95513F-HRTimeline
Churchill Financial Advisors, LLC150,236$10.5M2.22%+47,79313F-HRTimeline
Princeton Global Asset Management LLC150,142$10.5M1.72%-44,25513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC149,506$10.5M0.63%+36313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC148,866$10.4M0.02%+1,77813F-HRTimelineGroup
Forbes Financial Planning, Inc.148,531$10.4M6.02%+6,49513F-HRTimeline
EQ LLC147,571$10.4M2.92%+7,13513F-HRTimeline
Legacy Financial Advisors, Inc.145,807$10.2M1.43%-23,61613F-HRTimeline
Orion Porfolio Solutions, LLC145,509$10.2M0.09%-26,67113F-HRTimeline
Shepherd Financial Partners LLC142,575$10M0.95%-1,37513F-HRTimeline