Skip to content
Disclosery

DIA STATE STR SPDR DOW JONES IND

Follow

UT SER 1 (fund), issuer CIK 1041130

1,440 managers (1,455 13F filers) reported a position in DIA shares at 2026-06-30, 30,897,982 shares in all. 150 filers opened a position and 68 filers sold out during the quarter.

Managers
1,440
13F filers
1,455
New
150
Added
421
Reduced
421
Sold out
68
Shares held by filers
30,897,982

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
OneDigital Investment Advisors LLC3,939$2.06M0.02%+49413F-HRTimeline
Morton Capital Management LLC/CA3,929$2.05M0.28%013F-HRTimeline
DV Trading LLC3,926$2.05M0.17%-13,98713F-HRTimeline
Global Retirement Partners, LLC3,916$2.05M0.03%13F-HRTimeline
Union Bancaire Privee, UBP SA3,977$2.04M0.02%013F-HRTimeline
Gallacher Capital Management LLC3,893$2.03M1.14%+13013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,749$2.02M0.21%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,842$2.01M0.03%-1513F-HRTimelineGroup
Grandview Asset Management LLC3,839$2.01M0.5%-2413F-HRTimeline
Bedminster, LLC3,839$2.01M1.71%-35713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,819$2M0.81%-4113F-HRTimeline
Advisory Alpha, LLC3,815$1.99M0.05%-89113F-HRTimeline
Moors & Cabot, Inc.3,784$1.98M0.08%-1413F-HRTimeline
Paulson Wealth Management Inc.3,766$1.97M0.42%-513F-HRTimeline
Purus Wealth Management, LLC3,764$1.97M0.54%+4813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,762$1.96M-16,422Timeline
W.H. Cornerstone Investments Inc.3,735$1.95M1.1%+1113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,717$1.95M0.59%-91613F-HRTimelineGroup
Strategic Blueprint, LLC3,715$1.94M0.1%-2913F-HRTimeline
Roundview Capital LLC3,715$1.94M0.11%-5513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,711$1.94M0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.3,704$1.94M0.02%-3613F-HRTimeline
B. Riley Wealth Advisors, Inc.3,706$1.93M0.11%-5413F-HRTimeline
Vestmark Advisory Solutions, Inc.3,696$1.93M0.02%+2213F-HRTimeline
LaSalle St. Investment Advisors, LLC3,670$1.92M0.23%-1313F-HRTimeline
COFG Advisors, LLC3,664$1.91M0.33%new13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd3,656$1.91M0.02%-63,25513F-HR/ATimelineGroup
White Knight Strategic Wealth Advisors,…3,645$1.9M1.33%013F-HRTimeline
CV Advisors LLC3,631$1.9M0.36%013F-HRTimeline
Capital Investment Advisors, LLC3,620$1.89M0.02%-44213F-HRTimeline
Rydar Equities, Inc.3,578$1.87M1.05%+28113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,562$1.86M0.07%+7313F-HRTimeline
RMR Wealth Builders3,530$1.84M0.11%-19513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,515$1.84M0.23%-413F-HR/ATimeline
Sovran Advisors, LLC3,481$1.83M0.14%+15113F-HRTimeline
Heritage Investment Group, Inc.3,480$1.82M0.24%013F-HRTimeline
Apella Capital, LLC3,436$1.82M0.03%-4013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,473$1.81M0.02%-25113F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC3,461$1.81M0.1%-513F-HRTimeline
Onyx Bridge Wealth Group LLC3,455$1.8M0.16%-7013F-HRTimeline
Sharper & Granite LLC3,440$1.8M0.56%013F-HRTimeline
MidFirst Bank3,422$1.79M0.13%+10313F-HRTimeline
Aull & Monroe Investment Management Corp3,417$1.79M0.75%-12513F-HRTimeline
Auxano Advisors, LLC3,414$1.78M0.34%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,410$1.78M0.04%+13113F-HRTimelineGroup
Larson Financial Group LLC3,404$1.78M0.05%-69513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,402$1.78M0.03%-1713F-HRTimeline
Kaizen Financial Strategies3,397$1.77M0.7%-22413F-HRTimeline
Beaumont Financial Advisors, LLC3,366$1.76M0.11%+32213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,357$1.75M0.12%-10313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,343$1.75M0.02%013F-HRTimeline
Harvest Investment Services, LLC3,328$1.74M0.27%+1,27613F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,327$1.74M0.39%013F-HRTimeline
Raab & Moskowitz Asset Management LLC3,315$1.73M0.35%+2013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,314$1.73M0.05%013F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.73M0.08%013F-HRTimeline
Cambridge Advisors Inc.3,308$1.73M0.3%-2813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.73M0.12%013F-HRTimelineGroup
LETSON INVESTMENT MANAGEMENT, INC.3,300$1.72M0.63%013F-HRTimeline
Capital Investment Advisory Services, L…3,274$1.71M0.11%+20413F-HRTimeline
RASP WEALTH SOLUTIONS, LLC3,262$1.7M0.57%13F-HRTimeline
FWG Holdings, LLC3,281$1.7M0.59%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,259$1.7M0.05%-1,77513F-HRTimelineGroup
Northern Capital Management, Inc.3,234$1.69M0.72%013F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,226$1.69M0.01%+74813F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC3,211$1.68M1.42%-21413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,200$1.67M0.02%013F-HRTimelineGroup
Round Rock Advisors LLC3,199$1.67M0.22%+1113F-HRTimeline
XML Financial, LLC3,165$1.65M0.12%+113F-HRTimeline
Modera Wealth Management, LLC3,133$1.64M0.02%-10213F-HRTimeline
High Net Worth Advisory Group LLC3,093$1.62M0.34%+5513F-HRTimeline
Clear Creek Financial Management, LLC3,089$1.61M0.1%-7213F-HRTimeline
Aspen Capital Management, LLC3,050$1.59M0.35%+20013F-HRTimeline
OpenArc Corporate Advisory, LLC3,038$1.59M0.02%+6313F-HRTimeline
SIGNATUREFD, LLC3,018$1.58M0.02%+1213F-HRTimeline
Simplicity Wealth,LLC3,011$1.57M0.05%new13F-HRTimeline
Hapanowicz & Associates Financial Servi…3,009$1.57M0.49%-2013F-HRTimeline
Sovereign Financial Group, Inc.3,003$1.57M0.24%-113F-HRTimeline
Kelman-Lazarov, Inc.2,999$1.57M0.21%+713F-HRTimeline
Fiduciary Wealth Partners, LLC2,992$1.56M0.86%-2313F-HRTimeline
American Alpha Advisors, LLC2,966$1.55M0.92%+16513F-HRTimeline
FORONJY FINANCIAL LLC2,958$1.55M0.57%+17613F-HRTimeline
Koshinski Asset Management, Inc.2,951$1.54M0.08%-6413F-HRTimeline
CRA Financial Services, LLC2,938$1.53M0.18%-2513F-HRTimeline
Shared Vision Wealth Group LLC2,921$1.53M0.52%+1,95013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.53M0.74%013F-HRTimeline
Eagle Capital Management, LLC2,915$1.52M0.52%013F-HRTimeline
Bernicke Wealth Management, Ltd.2,885$1.51M0.17%-19513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,880$1.5M0.04%+2513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,869$1.5M0.08%-10013F-HRTimeline
Perigon Wealth Management, LLC2,859$1.49M0.02%-4613F-HRTimeline
SOA Wealth Advisors, LLC.2,835$1.48M0.25%+2,19813F-HRTimeline
First City Capital Management, Inc.2,835$1.48M0.72%+113F-HRTimeline
Elmwood Wealth Management, Inc.2,834$1.48M0.37%+10813F-HRTimeline
OLD MISSION CAPITAL LLC2,821$1.47M0.04%-4,04513F-HRTimeline
Aptus Capital Advisors, LLC2,817$1.47M0.01%+44613F-HRTimeline
First PREMIER Bank2,800$1.46M0.24%013F-HRTimeline
CERTUITY, LLC2,813$1.46M0.07%+10113F-HRTimeline
HighPoint Advisor Group LLC2,795$1.46M0.05%+14013F-HRTimeline
MGO ONE SEVEN LLC2,780$1.45M0.02%-3013F-HRTimeline
Daybright Advisory Services, Inc.2,769$1.45M0.35%-6213F-HRTimeline
Wealth Management Partners, LLC2,769$1.45M0.34%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,756$1.44M0.16%-2913F-HRTimeline
Eaton Financial Holdings Company, LLC2,733$1.43M0.39%+7713F-HRTimeline
QTR Family Wealth, LLC2,725$1.42M0.5%+24613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,709$1.42M0.66%-7913F-HRTimeline
Osbon Capital Management LLC2,704$1.41M1.11%-3,97013F-HRTimeline
Jacobi Capital Management LLC2,702$1.41M0.07%-19713F-HRTimeline
HANCOCK WHITNEY CORP2,701$1.41M0.02%013F-HRTimeline
Financial Life Planners2,700$1.41M0.91%-313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,696$1.41M0.16%+613F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,692$1.41M0.05%+23013F-HRTimeline
Fortune Financial Advisors, LLC2,666$1.39M0.6%+213F-HRTimeline
NWF Advisory Services Inc.2,651$1.39M0.13%-6213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,650$1.38M0.05%+1813F-HRTimeline
Pinnacle Family Advisors, LLC2,647$1.38M0.58%-7413F-HRTimeline
Smartleaf Asset Management LLC2,628$1.37M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC2,621$1.37M0.01%+213F-HRTimeline
Rathbones Group PLC2,603$1.36M0.01%+7513F-HRTimeline
VestGen Advisors, LLC2,602$1.36M0.04%+8213F-HRTimeline
Clearstead Advisors, LLC2,586$1.35M0.01%-30513F-HRTimeline
Caprock Group, LLC2,584$1.35M0.03%013F-HRTimeline
Betterment LLC2,582$1.35M<0.01%+9513F-HRTimeline
Volterra Technologies LP2,566$1.34M0.86%+79513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.33M0.3%013F-HRTimelineGroup
Stonebrook Private Inc.2,529$1.32M0.24%-27913F-HRTimeline
Americana Partners, LLC2,523$1.32M0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC2,553$1.32M0.03%+9913F-HRTimeline
CENTRAL TRUST Co2,520$1.32M0.02%-2313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,517$1.31M0.04%013F-HRTimeline
Odyssey Capital Advisors, Inc.2,500$1.31M0.94%013F-HRTimeline
WBH ADVISORY INC2,488$1.3M0.09%-5813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,463$1.29M<0.01%-88913F-HRTimelineGroup
Redwood Family Wealth LLC2,445$1.28M1.13%-2513F-HRTimeline
First National Trust Co2,440$1.27M0.04%-3913F-HRTimeline
Tannin Capital LLC2,416$1.26M0.83%-14013F-HRTimeline
Murphy & Mullick Capital Management Corp2,409$1.26M0.78%+84013F-HRTimeline
Cypress Wealth Services, LLC2,408$1.26M0.15%-17513F-HRTimeline
Financial Alternatives, Inc2,407$1.26M0.62%013F-HRTimeline
Summit Trail Advisors, LLC2,390$1.25M0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,356$1.23M0.02%new13F-HRTimeline
Belvedere Trading LLC2,339$1.22M0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC2,333$1.22M0.01%-28,67813F-HRTimeline
Acropolis Investment Management, LLC2,330$1.22M0.05%-38213F-HR/ATimeline
COZAD ASSET MANAGEMENT INC2,316$1.21M0.08%-6413F-HRTimeline
Advisor Resource Council2,277$1.21M0.4%-21413F-HRTimeline
Castle Rock Wealth Management, LLC2,303$1.2M0.24%-3413F-HRTimeline
Florida Trust Wealth Management Co2,297$1.2M0.03%+9213F-HRTimeline
JFS WEALTH ADVISORS, LLC2,295$1.2M0.06%-16813F-HRTimeline
Turner Financial Group, Inc.2,279$1.19M1.18%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,264$1.18M0.02%-95313F-HRTimelineGroup
Well Done, LLC2,243$1.17M0.16%-35113F-HRTimeline
Beacon Bank & Trust2,236$1.17M0.22%013F-HR/ATimeline
Clear Harbor Asset Management, LLC2,235$1.17M0.07%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,224$1.16M0.12%+5013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC2,219$1.16M0.7%013F-HRTimeline
Magnus Financial Group LLC2,215$1.16M0.08%+2713F-HRTimeline
Perennial Advisors, LLC2,213$1.16M0.18%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,211$1.16M0.11%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,192$1.14M0.07%+3913F-HRTimeline
Verdence Capital Advisors LLC2,191$1.14M0.06%013F-HRTimeline
Ring Mountain Capital, LLC2,189$1.14M0.48%+1,09913F-HRTimeline
Clear Point Advisors Inc.2,182$1.14M1.01%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,178$1.14M0.19%+113F-HRTimeline
Quartz Partners, LLC2,176$1.14M0.37%-3213F-HRTimeline
Maxele Advisors, LLC2,164$1.13M0.79%13F-HRTimeline
truNorth Financial Services, Inc.2,150$1.12M1.01%-6513F-HRTimeline
BANK OF HAWAII2,149$1.12M0.06%013F-HRTimeline
HBK Sorce Advisory LLC2,058$1.12M0.02%-1013F-HRTimeline
Visionary Wealth Advisors2,121$1.11M0.04%-7513F-HRTimeline
One Wealth Management Investment & Advi…2,120$1.11M1.16%-5813F-HRTimeline
Dynamic Advisor Solutions LLC2,106$1.1M0.03%-72713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,093$1.09M0.29%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,071$1.08M0.39%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,070$1.08M0.02%+46013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,055$1.07M0.01%+5013F-HRTimeline
Bawa N Mallick Trust2,025$1.06M0.34%013F-HRTimeline
Widmann Financial Services, Inc.2,013$1.05M0.56%+113F-HRTimeline
BANTA ASSET MANAGEMENT LP2,004$1.05M0.93%-5013F-HRTimeline
Drexel Morgan & Co.2,000$1.04M0.15%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,999$1.04M0.01%+89313F-HRTimelineGroup
Pegasus Asset Management, Inc.1,965$1.03M0.29%-1013F-HRTimeline
Krilogy Financial LLC1,956$1.02M0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,949$1.02M0.12%+4513F-HRTimelineGroup
UNITED BANK1,944$1.02M0.12%013F-HRTimeline
NFSG Corp1,935$1.01M0.13%-18713F-HRTimeline
Alta Wealth Advisors LLC1,934$1.01M0.27%-3013F-HRTimeline
RIA Advisory Group LLC1,914$1000K0.22%+93613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,914$1000K0.07%013F-HRTimeline
Zhang Financial LLC1,911$998K0.03%-25013F-HRTimeline
Williams Jones Wealth Management, LLC.1,910$998K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,902$994K0.08%+9013F-HRTimeline
Founders Capital Management1,891$988K0.43%+13113F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,890$987K0.19%013F-HRTimeline
Guardian Asset Advisors, LLC1,882$985K0.45%-11,19313F-HRTimeline
Midwest Trust Co1,881$983K0.01%-20913F-HRTimeline
Valeo Financial Advisors, LLC1,874$979K0.02%-6913F-HRTimeline
DUNCKER STREETT & CO INC1,874$979K0.17%+113F-HRTimeline
180 WEALTH ADVISORS, LLC1,871$978K0.1%013F-HRTimeline
Soltis Investment Advisors LLC1,862$973K0.06%+8513F-HRTimeline