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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,378 managers (1,392 13F filers) reported a position in DIA shares at 2025-12-31, 39,406,583 shares in all. 96 filers opened a position and 52 filers sold out during the quarter.

Managers
1,378
13F filers
1,392
New
96
Added
437
Reduced
382
Sold out
52
Shares held by filers
39,406,583

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
EP Wealth Advisors, LLC14,329$6.89M0.04%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,125$6.79M0.05%+1,16213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,063$6.76M0.06%+3613F-HRTimeline
MOON CAPITAL MANAGEMENT LPin group MOON CAPITAL MANAGEMENT LP13,978$6.72M4.18%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC13,586$6.53M0.41%-72713F-HRTimeline
HB Wealth Management, LLC13,469$6.47M0.04%-28913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,293$6.39M0.38%+28913F-HRTimelineGroup
Callan Family Office, LLC13,224$6.35M0.14%+12,72413F-HRTimeline
Greenwich Wealth Management LLC13,037$6.26M0.28%-9913F-HRTimeline
Curtis Advisory Group, LLC12,899$6.2M1.3%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,843$6.17M0.04%-10813F-HRTimelineGroup
World Investment Advisors12,803$6.15M0.1%+1,25313F-HR/ATimeline
Summit Asset Management, LLC12,650$6.08M0.86%-11313F-HRTimeline
HARBOUR INVESTMENTS, INC.12,635$6.07M0.12%+1,99113F-HRTimeline
Meridian Wealth Management, LLC12,621$6.07M0.21%-1,90013F-HRTimeline
Sigma Planning Corp12,483$6.06M0.17%+49113F-HRTimeline
COWA, LLC12,530$6.02M1.83%-59913F-HRTimeline
MONTAG A & ASSOCIATES INC12,375$5.96M0.27%+17513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,176$5.85M0.42%-54613F-HRTimeline
GREAT LAKES ADVISORS, LLC12,132$5.83M0.05%new13F-HRTimeline
Bay Rivers Group12,110$5.82M2.35%+3913F-HRTimeline
IFG Advisors, LLC12,096$5.81M0.97%-21213F-HRTimeline
BIRINYI ASSOCIATES INC12,045$5.79M1.45%+813F-HRTimeline
Mission Creek Capital Partners, Inc.12,031$5.78M1.17%-1,62213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,983$5.76M0.4%-1,08313F-HRTimeline
Polymer Capital Management (HK) LTD11,850$5.69M0.89%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding11,813$5.68M+1,267Timeline
NWAM LLC11,292$5.56M0.31%+2313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,450$5.5M0.52%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,400$5.48M2%013F-HRTimeline
Quantbot Technologies LP11,332$5.45M0.18%+10,86313F-HRTimeline
Melone Private Wealth, LLC11,202$5.38M2.28%-19,99613F-HRTimeline
Narwhal Capital Management11,080$5.32M0.39%013F-HRTimeline
FIRST HORIZON CORP11,026$5.3M0.24%+2713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,816$5.2M0.01%-3613F-HRTimelineGroup
HRT FINANCIAL LP10,738$5.16M0.02%-1,44113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,702$5.14M0.06%+51513F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.8,518$5.14M2.51%+6,81213F-HRTimeline
PKS Advisory Services, LLC10,670$5.13M1.17%+30613F-HRTimeline
Venture Visionary Partners LLC10,639$5.11M0.17%-9513F-HRTimeline
Fortis Group Advisors, LLC10,362$5.07M0.85%-5613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,477$5.04M0.09%+33513F-HRTimelineGroup
NewEdge Wealth, LLC10,358$4.98M0.06%+42113F-HRTimeline
CWM, LLCin group CWM, LLC10,345$4.97M0.01%-35513F-HRTimelineGroup
Cresset Asset Management, LLC10,304$4.96M0.02%+913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,262$4.93M0.29%-14013F-HRTimeline
Founders Financial Alliance, LLC10,228$4.92M0.93%-713F-HRTimeline
Tortoise Investment Management, LLC10,212$4.91M0.43%-19013F-HRTimeline
AtlasMark Financial, Inc10,200$4.9M3.17%013F-HRTimeline
DMKC Advisory Services, LLC9,828$4.72M2.07%013F-HRTimeline
J.Safra Asset Management Corp9,800$4.71M0.25%+9,76513F-HRTimeline
Ausdal Financial Partners, Inc.9,637$4.63M0.21%-3,28813F-HRTimeline
Stelac Advisory Services LLC9,509$4.58M1.62%-59613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,482$4.56M2.47%+10713F-HRTimeline
Capital Wealth Alliance, LLC8,959$4.49M1.92%+27013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,265$4.47M0.01%+5,25213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,268$4.45M0.01%+1913F-HRTimelineGroup
Western Wealth Management, LLC9,215$4.43M0.2%+75013F-HRTimeline
EFG International AGin group EFG International AG9,170$4.41M0.09%13F-HRTimelineGroup
Lynch Investment Planning, LLC9,097$4.38M4.2%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,112$4.38M0.01%+5,27613F-HRTimelineGroup
KW WEALTH MANAGEMENT LLC9,096$4.37M6.63%+22013F-HRTimeline
MAI Capital Management8,979$4.31M0.02%+1,87713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,882$4.27M0.29%-14813F-HRTimeline
Atlas Private Wealth Advisors8,764$4.21M0.98%-1,21613F-HRTimeline
Orion Porfolio Solutions, LLC8,716$4.19M0.03%+54813F-HRTimeline
Tufton Capital Management8,671$4.17M0.73%-5613F-HRTimeline
Advisory Services Network, LLC8,567$4.12M0.06%-15613F-HRTimeline
IEQ CAPITAL, LLC8,510$4.09M0.01%+3,31113F-HRTimeline
Lewis Asset Management, LLC8,490$4.08M1.66%+7013F-HRTimeline
Compound Planning, Inc.8,453$4.06M0.12%-2,56813F-HRTimeline
Fortune 45 LLC8,241$3.99M1.91%+1713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,264$3.97M0.01%-2213F-HRTimelineGroup
GFS Advisors, LLC8,248$3.96M0.47%-11513F-HRTimeline
Northern Financial Advisors Inc8,178$3.93M4.49%-2,45813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,170$3.93M0.09%+16213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,151$3.92M0.02%+5,35413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,130$3.91M0.05%-10613F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS8,113$3.9M0.89%013F-HRTimeline
Wealthfront Advisers LLC8,099$3.89M0.01%+81713F-HRTimeline
IHT Wealth Management, LLC7,962$3.83M0.09%+51613F-HRTimeline
Novak & Powell Financial Services, Inc.7,923$3.81M1.99%+3113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,867$3.78M0.02%+38413F-HRTimelineGroup
TrueWealth Advisors, LLC7,821$3.76M0.97%+46013F-HRTimeline
RFG Advisory, LLC7,813$3.75M0.07%+1,81913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,752$3.73M0.58%013F-HRTimeline
DV Trading LLC7,699$3.7M0.32%13F-HRTimeline
Wealthspire Advisors, LLC7,609$3.66M0.03%-23213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,594$3.65M0.88%-12013F-HRTimeline
Autumn Glory Partners, LLC7,588$3.65M1.28%-513F-HRTimeline
CoreCap Advisors, LLC7,507$3.61M0.13%-99013F-HRTimeline
Greenfield Savings Bank7,414$3.56M1.5%+7913F-HRTimeline
Caldwell Trust Co7,272$3.49M0.31%-313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,239$3.48M0.22%-14213F-HRTimeline
Ayalon Insurance Comp Ltd.7,215$3.47M0.84%013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,042$3.39M0.08%+1,63913F-HRTimeline
Prime Capital Investment Advisors, LLC7,006$3.37M0.04%+2,69013F-HRTimeline
Ruggiero Investments, Inc.6,990$3.36M3.03%13F-HRTimeline
Fiduciary Alliance LLC6,958$3.34M0.22%+67613F-HRTimeline
Beta Wealth Group, Inc.6,946$3.34M1.34%-7813F-HRTimeline
JTC Employer Solutions Trustee Ltd6,868$3.3M0.22%013F-HRTimeline
Edgestream Partners, L.P.6,868$3.3M0.09%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.6,835$3.28M2.09%-26413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,777$3.26M0.01%-5213F-HRTimelineGroup
IFP Advisors, Inc6,704$3.22M0.07%-22413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,668$3.2M0.29%-6913F-HRTimelineGroup
IPG Investment Advisors LLC6,591$3.17M0.56%+5,60513F-HRTimeline
Keating Financial Advisory Services, In…6,590$3.17M0.43%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,496$3.14M0.14%+32713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC6,409$3.08M0.21%+93513F-HR/ATimeline
Cambridge Financial Group, LLC6,854$3.04M1.06%+55013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC6,297$3.03M0.36%013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC6,295$3.03M2.34%-1,08013F-HRTimeline
Keystone Financial Group6,209$2.98M0.22%+54713F-HRTimeline
Lionsbridge Wealth Management LLC6,202$2.98M3.02%+2,83413F-HRTimeline
FSC Wealth Advisors, LLC6,202$2.98M4.84%013F-HRTimeline
XY Capital Ltd6,199$2.98M3.03%-4,25313F-HRTimeline
BigSur Wealth Management LLC6,169$2.97M0.72%013F-HRTimeline
Waverly Advisors, LLC6,114$2.94M0.02%+33713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,098$2.94M0.29%+413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,098$2.93M0.34%013F-HRTimeline
Objective Capital Management, LLC6,089$2.93M2.98%-8013F-HRTimeline
Integrated Advisors Network LLC6,080$2.92M0.13%-1,02613F-HRTimeline
Asset Dedication, LLC6,068$2.92M0.19%-3013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,026$2.9M0.22%+5613F-HRTimeline
CENTAURUS FINANCIAL, INC.6,011$2.89M0.13%+15413F-HRTimeline
St. Clair Advisors, LLC5,869$2.82M0.73%013F-HRTimeline
LOWERY THOMAS, LLC5,855$2.81M1.59%-35513F-HRTimeline
Crumly & Associates Inc.5,844$2.81M0.59%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,803$2.79M0.2%-4613F-HRTimeline
SBI Securities Co., Ltd.5,761$2.77M0.07%-27513F-HRTimeline
Miller Investment Management, LP5,717$2.75M0.27%013F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.74M0.31%013F-HRTimeline
PFG Advisors5,671$2.73M0.13%-3,90613F-HRTimeline
MLP3, LLC5,633$2.71M2.96%13F-HRTimeline
Secure Asset Management, LLC5,617$2.7M0.43%+1,20713F-HRTimeline
EQUITABLE TRUST CO5,563$2.67M0.12%-11613F-HRTimeline
Madison Park Capital Advisors, LLC5,505$2.65M2.15%+1313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,463$2.63M0.01%+57913F-HRTimeline
DAVENPORT & Co LLC5,445$2.62M0.01%+2213F-HRTimeline
Sunbelt Securities, Inc.5,442$2.62M0.17%+1213F-HRTimeline
Hudock, Inc.5,440$2.61M0.39%-19513F-HRTimeline
ARVEST INVESTMENTS, INC.5,409$2.6M0.37%+35413F-HRTimeline
BLVD Private Wealth, LLC5,254$2.52M2.2%-11313F-HRTimeline
B. Riley Wealth Advisors, Inc.5,214$2.51M0.12%-22713F-HRTimeline
FSM Wealth Advisors, LLC5,198$2.5M0.34%+9613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,136$2.48M0.07%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC5,151$2.48M0.94%013F-HRTimeline
Pinnacle Family Advisors, LLC5,104$2.45M1.08%+2,27413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,069$2.44M0.14%+29913F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.5,048$2.43M0.26%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,048$2.43M<0.01%+19513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,025$2.41M0.11%013F-HRTimelineGroup
American State Bank (Iowa)4,992$2.4M1.15%013F-HRTimeline
Serenus Wealth Advisors, LLC4,980$2.39M0.46%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,946$2.38M1.08%-9513F-HRTimeline
Gen-Wealth Partners Inc4,930$2.37M0.76%-8813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,929$2.37M0.05%-513F-HRTimelineGroup
Marathon Wealth Advisors LLC4,899$2.35M0.94%13F-HRTimeline
Quadcap Wealth Management, LLC4,871$2.34M0.27%-12113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,852$2.33M0.01%-10213F-HRTimelineGroup
Leo Wealth, LLC4,852$2.33M0.17%+25813F-HRTimeline
Balboa Wealth Partners4,787$2.3M0.38%-7713F-HRTimeline
Advisory Alpha, LLC4,766$2.29M0.06%-3613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,757$2.29M0.13%+68313F-HRTimeline
GreatBanc Trust CO4,740$2.28M1.61%-3613F-HRTimeline
GWN SECURITIES INC.4,720$2.27M0.46%+3813F-HRTimeline
Bluespring Wealth Management, LLC4,709$2.27M0.2%-29713F-HRTimeline
Net Worth Advisory Group4,702$2.26M0.46%-413F-HRTimeline
Robertson Stephens Wealth Management, L…4,638$2.23M0.06%+1313F-HRTimeline
Second Half Financial Partners, LLC4,648$2.23M0.99%-4113F-HRTimeline
SMITH, MOORE & CO.4,634$2.23M0.17%+39313F-HRTimeline
1ST SOURCE BANK4,633$2.23M0.12%013F-HRTimeline
SAGE ADVISORS, LLC4,631$2.23M1.48%+43213F-HRTimeline
Kingsview Wealth Management, LLC4,609$2.21M0.03%+64313F-HRTimeline
SCS Capital Management LLC4,594$2.21M0.02%013F-HRTimeline
SkyView Investment Advisors, LLC4,598$2.21M0.28%013F-HRTimeline
Coastwise Capital Group, LLC4,570$2.2M1.1%+13913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,564$2.19M0.05%-1613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,543$2.18M0.07%+48113F-HRTimelineGroup
Windsor Capital Management, LLC4,540$2.18M0.6%-2813F-HRTimeline
Bedminster, LLC4,508$2.17M1.99%13F-HRTimeline
Arvest Bank Trust Division4,484$2.15M0.12%-16313F-HRTimeline
PFG Investments, LLC4,439$2.13M0.1%+5713F-HRTimeline
Moors & Cabot, Inc.4,408$2.12M0.09%-46413F-HRTimeline
Union Bancaire Privee, UBP SA4,436$2.1M0.02%+21013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,354$2.09M0.07%-49013F-HRTimelineGroup
Focus Financial Network, Inc.4,331$2.08M0.07%-813F-HRTimeline
Embree Financial Group4,328$2.08M0.26%+1213F-HRTimeline
Cordoba Advisory Partners LLC4,314$2.08M0.51%13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,282$2.06M0.18%-93413F-HRTimelineGroup
RMR Wealth Builders4,282$2.06M0.16%-32613F-HRTimeline
Patton Albertson Miller Group, LLC4,235$2.04M0.24%013F-HRTimeline
Golden State Wealth Management, LLC4,199$2.02M0.21%+2613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,186$2.02M0.68%-213F-HRTimelineGroup
SAXON INTERESTS, INC.4,183$2.01M0.71%-1913F-HRTimeline
Capital Investment Advisors, LLC4,170$2M0.03%-85113F-HRTimeline
WealthBridge Capital Management, LLC4,170$2M0.46%+113F-HRTimeline
Sage Capital Management, LLC4,166$2M0.93%+813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,153$2M0.12%13F-HRTimeline