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Disclosery

DGRO ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 133 13F filers report a position in DGRO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Avior Wealth Management, LLC2,164,936$163M4.31%+42,04513F-HRTimeline
JGP Wealth Management, LLC873,549$65.9M5.82%+120,89813F-HRTimeline
Stonebridge Financial Group, LLC821,294$61.9M4.57%-3,93113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…565,899$43.5M0.06%+154,46113F-HRTimeline
Scott Capital Advisors, LLC545,430$41.6M5.98%+5,95913F-HRTimeline
FORM Wealth Advisors, LLC490,299$37M4.13%-16,82813F-HRTimeline
Altus Wealth Management, LLC455,467$34.3M13.03%+10,64313F-HRTimeline
Adirondack Capital Advisors, LLC395,056$29.8M15.38%+5,75413F-HRTimeline
Regent Peak Wealth Advisors LLC351,223$26.5M4.59%+16,68113F-HRTimeline
Accel Wealth Management292,343$22M4.75%+33,35513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC243,711$18.4M4.95%-23,33013F-HRTimeline
LifeGoal Investments, LLC239,378$18M5.5%+6,76313F-HRTimeline
Capital Planning LLC238,262$18M4.78%-2,51613F-HRTimeline
Dynamic Advisor Solutions LLC219,813$16.6M0.47%-26213F-HRTimeline
Planning Strategies Inc.205,989$15.5M9.22%+63313F-HRTimeline
FC Advisory LLC205,021$15.5M4.05%+5,64813F-HRTimeline
HF Advisory Group, LLC141,759$10.7M3.18%+5,28713F-HRTimeline
FORTE ASSET MANAGEMENT LLC131,951$9.95M4.01%-11,85413F-HRTimeline
Pearl Planning LLC129,066$9.73M4.04%+15,51013F-HRTimeline
Professional Financial Advisors, LLC116,831$8.81M1.5%+1,53913F-HRTimeline
B. Riley Wealth Advisors, Inc.116,621$8.79M0.35%-7,17213F-HRTimeline
Madson Wealth Advisors Inc116,160$8.76M6.12%-2,36613F-HRTimeline
Prota Financial, LLC115,968$8.75M5.59%+1,85313F-HRTimeline
Lineweaver Wealth Advisors, LLC114,874$8.66M1%-59213F-HRTimeline
Crumly & Associates Inc.113,101$8.53M1.51%-1,46213F-HRTimeline
AtlasMark Financial, Inc108,197$8.16M3.99%+1,33313F-HRTimeline
Avidian Wealth Enterprises, LLC105,090$7.92M0.22%-10,28013F-HRTimeline
Fiduciary Alliance LLC104,114$7.85M0.59%-3,45513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC101,099$7.62M0.52%+1,58213F-HRTimeline
Connecticut Wealth Management, LLC101,045$7.62M0.28%-913F-HRTimeline
Wealth Group Ltd94,815$7.18M1.33%-5,28713F-HRTimeline
GAMMA Investing LLC86,238$6.5M0.22%+1,13513F-HRTimeline
Farther Finance Advisors, LLC62,814$4.74M0.03%+1,53713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC60,469$4.56M0.08%+2,81513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC59,111$4.46M0.29%-2,27113F-HRTimeline
Family Legacy, Inc.58,822$4.43M1.22%-1,06613F-HRTimeline
RVW Wealth, LLC53,408$4.03M0.26%-1,14013F-HRTimeline
Ring Mountain Capital, LLC52,292$3.94M1.61%+9213F-HRTimeline
Weaver Consulting Group48,240$3.64M0.71%+74513F-HRTimeline
Cambridge Financial Group, LLC46,382$3.52M1.11%013F-HRTimeline
Oak Asset Management, LLC46,437$3.5M1.1%+27513F-HRTimeline
Fermata Advisors, LLC43,901$3.31M0.64%-1,77413F-HRTimeline
Hofer & Associates. Inc41,916$3.16M2.2%new13F-HRTimeline
First Heartland Consultants, Inc.40,892$3.08M0.2%-30,17813F-HRTimeline
CoreCap Advisors, LLC38,590$2.91M0.08%+3,03413F-HRTimeline
Wedmont Private Capital37,109$2.85M0.07%+1,31813F-HRTimeline
Bouvel Investment Partners, LLC33,922$2.56M0.59%+2,44913F-HRTimeline
Post Resch Tallon Group Inc.33,700$2.54M1.74%+2,35013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,187$2.43M0.04%+4,94113F-HRTimelineGroup
Worth Asset Management, LLC32,109$2.42M0.71%+14,43913F-HRTimeline
OMNI 360 Wealth, Inc.31,816$2.4M1.09%-19313F-HRTimeline
Objective Capital Management, LLC31,508$2.38M2.13%+6113F-HRTimeline
BAILARD, INC.31,006$2.34M0.05%+10013F-HRTimeline
Centurion Wealth Management LLC30,669$2.31M0.56%+52613F-HRTimeline
Pacific Park Financial, Inc.29,420$2.22M1.31%-1413F-HRTimeline
Prism Advisors, Inc.28,207$2.17M0.54%-913F-HRTimeline
Northside Capital Management, LLC28,700$2.16M0.17%013F-HRTimeline
Venture Visionary Partners LLC28,439$2.14M0.06%+1,42913F-HRTimeline
Williams & Novak Wealth Management, LLC28,313$2.13M1.28%+2,14113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC22,740$1.71M1.16%+12513F-HRTimeline
Signal Advisors Wealth, LLC20,801$1.57M0.07%+1,03413F-HRTimeline
Gouws Capital LLC20,242$1.53M0.72%-7,44313F-HRTimeline
BOS Asset Management, LLC20,196$1.52M0.36%+1,62813F-HRTimeline
BigSur Wealth Management LLC20,000$1.51M0.36%new13F-HRTimeline
Investment Partners Asset Management, I…19,967$1.51M0.82%-1,20113F-HRTimeline
Freestate Advisors LLC17,255$1.3M1%+7113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,570$1.25M0.01%013F-HRTimeline
Valeo Financial Advisors, LLC15,016$1.13M0.02%+52113F-HRTimeline
Clarus Wealth Advisors13,058$1.01M0.37%+4913F-HRTimeline
EASTERN BANK12,888$972K0.01%-3013F-HRTimeline
Krilogy Financial LLC11,989$933K0.03%-2,85113F-HRTimeline
Central Pacific Bank - Trust Division12,227$922K0.1%013F-HRTimeline
Roxbury Financial LLC12,182$918K0.71%+23813F-HRTimeline
Insight Wealth Strategies, LLC11,907$898K0.09%+2713F-HRTimeline
SigFig Wealth Management, LLC11,799$890K0.02%+92113F-HRTimeline
LifePlan Financial, LLC10,533$810K0.57%+39613F-HRTimeline
Paller Financial Services Inc10,242$772K0.59%new13F-HRTimeline
PCA Investment Advisory Services Inc.10,074$759K0.21%-5413F-HRTimeline
ANCHYRA PARTNERS LLC8,650$652K0.14%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,471$639K0.15%+31413F-HRTimeline
Sunburst Financial Group, LLC8,123$612K0.1%-37913F-HRTimeline
Veracity Capital LLC7,967$601K0.16%013F-HRTimeline
Lincoln Capital LLC7,819$590K0.1%013F-HRTimeline
Breakwater Capital Group7,630$575K0.07%-9213F-HRTimeline
Apella Capital, LLC7,531$575K0.01%+1,01513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,038$533K0.15%+7013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,800$513K0.18%+52413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,777$511K0.07%-1,61513F-HRTimeline
Tactive Advisors, LLC6,402$483K0.12%-50013F-HRTimeline
Athena Wealth Management, LLC5,955$449K0.32%+113F-HRTimeline
SAPIENT CAPITAL LLC5,950$449K0.01%+2813F-HRTimeline
SAX WEALTH ADVISORS, LLC5,713$431K0.01%-47113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,558$419K0.03%013F-HRTimeline
Capital Advisors Wealth Management, LLC5,510$415K0.05%+1,57813F-HRTimeline
Nautilus Advisors LLC5,491$414K0.25%new13F-HRTimeline
KFA Private Wealth Group, LLC5,291$399K0.09%+25613F-HRTimeline
CX Institutional4,968$375K0.01%+16613F-HRTimeline
Balefire, LLC4,636$350K0.05%+66813F-HRTimeline
Castle Rock Wealth Management, LLC4,560$349K0.07%+2213F-HRTimeline
Syntegra Private Wealth Group, LLC4,622$348K0.03%-8713F-HRTimeline
Greater Midwest Financial Group, LLC4,533$342K0.16%+2213F-HRTimeline
Eastover Investment Advisors LLC4,396$331K0.13%013F-HRTimeline
Fragasso Financial Advisors Inc4,285$331K0.02%new13F-HRTimeline
Merited Wealth, LLC3,754$283K0.2%-1,14313F-HRTimeline
ATWOOD & PALMER INC3,598$271K0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,404$257K0.02%013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,207$242K<0.01%+51913F-HRTimelineGroup
Heartwood Wealth Advisors LLC3,094$233K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,951$227K0.01%new13F-HRTimeline
Archer Investment Management, LLC2,715$205K0.06%new13F-HRTimeline
BRIGHTON SECURITIES CORP.2,687$203K0.08%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,005$151K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,928$145K<0.01%-43113F-HRTimeline
Acropolis Investment Management, LLC1,731$131K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,520$115K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,450$109K0.05%013F-HRTimeline
Versant Capital Management, Inc1,308$98.6K0.01%+713F-HRTimeline
Dorato Capital Management978$74.7K0.05%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH903$68.1K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton896$67.5K0.01%013F-HRTimeline
Bulwark Capital Corp816$61.5K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC800$60.3K0.02%+413F-HRTimeline
Coastline Trust Co697$52.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP668$50.4K<0.01%013F-HRTimelineGroup
Downshift Financial, LLC513$38.7K0.02%013F-HRTimeline
Horrell Capital Management, Inc.500$37.7K0.02%013F-HRTimeline
Ulland Investment Advisors, LLC440$33K0.02%013F-HRTimeline
Trust Co422$31.8K<0.01%new13F-HRTimeline
Bullock Wealth Management Group407$30.7K0.01%+213F-HRTimeline
Keystone Financial Group, Inc.305$23K0.01%013F-HRTimeline
CGC Financial Services, LLC282$21.3K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA197$14.9K<0.01%013F-HRTimeline
GK Wealth Management LLC49$3.69K<0.01%new13F-HRTimeline