Skip to content
Disclosery

DIA STATE STR SPDR DOW JONES IND

Follow

UT SER 1 (fund), issuer CIK 1041130

1,277 managers (1,287 13F filers) reported a position in DIA shares at 2025-09-30, 32,243,746 shares in all. 83 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,287
New
83
Added
373
Reduced
417
Sold out
70
Shares held by filers
32,243,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Meridian Financial Advisors, LLC575$267K0.15%013F-HRTimeline
CITY HOLDING CO575$267K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC573$266K0.02%+413F-HRTimeline
Fort Point Capital Partners LLC569$265K0.03%-2,63513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC569$264K0.04%013F-HRTimeline
Revolve Wealth Partners, LLC568$263K0.03%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC567$263K0.03%013F-HRTimeline
Hurlow Wealth Management Group, Inc.566$262K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC566$262K0.01%-13913F-HRTimeline
Fairvoy Private Wealth, LLC566$262K0.06%-6013F-HRTimeline
Maltin Wealth Management, Inc.564$262K0.11%013F-HRTimeline
Tull Financial Group, Inc.562$261K0.12%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC562$261K0.1%013F-HRTimeline
SAX WEALTH ADVISORS, LLC561$260K0.01%-16213F-HRTimeline
Citizens National Bank Trust Department560$260K0.05%-513F-HRTimeline
Commonwealth Financial Services, LLC560$260K0.04%013F-HRTimeline
4WEALTH ADVISORS, INC.557$258K0.24%new13F-HRTimeline
Baltimore-Washington Financial Advisors…556$258K0.01%013F-HRTimeline
Slagle Financial, LLC556$258K0.09%+213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC553$257K0.02%013F-HRTimelineGroup
Financial Partners Group, Inc553$256K0.03%013F-HRTimeline
Nikulski Financial, Inc.552$256K0.06%013F-HRTimeline
Mystic Asset Management, Inc.552$256K0.06%-10013F-HRTimeline
Topsail Wealth Management, LLC550$256K0.04%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.552$256K0.02%+113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co550$255K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC549$255K0.03%013F-HRTimeline
Shared Vision Wealth Group LLC545$254K0.11%new13F-HRTimeline
San Luis Wealth Advisors LLC547$254K0.05%new13F-HR/ATimeline
IBEX WEALTH ADVISORS546$253K0.02%013F-HRTimeline
EWG Elevate Inc.545$253K0.08%+4113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV544$252K0.02%new13F-HRTimeline
Goldstone Financial Group, LLC539$250K0.03%013F-HRTimeline
Commonwealth Retirement Investments LLC538$249K0.08%013F-HRTimeline
ROCKLAND TRUST CO525$243K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC524$243K0.02%+4913F-HRTimeline
Capital Asset Advisory Services LLC523$243K0.01%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC518$242K0.04%+113F-HRTimeline
Brand Asset Management Group, Inc.520$241K0.07%-2313F-HRTimeline
JBR Co Financial Management Inc520$241K0.1%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.518$240K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gibson Capital, LLC515$239K0.04%013F-HRTimeline
Blue Fin Capital, Inc.515$239K0.04%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.507$237K0.09%+213F-HRTimeline
Glenview Trust Co511$237K<0.01%013F-HRTimeline
Cardinal Point Capital Management ULC510$237K0.02%-5013F-HRTimeline
Basepoint Wealth LLC508$236K0.17%013F-HRTimeline
Centennial Wealth Advisory LLC507$235K0.07%+2213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC507$235K0.04%+213F-HRTimeline
FIRST UNITED BANK & TRUST506$235K0.08%-4513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV505$234K0.11%013F-HRTimeline
Great Diamond Partners, LLC504$234K0.05%+113F-HRTimeline
Wisconsin Wealth Advisors, LLC504$234K0.22%013F-HRTimeline
Collaborative Wealth Managment Inc.502$233K0.09%-5613F-HRTimeline
Moment Partners, LLC502$233K0.04%-2013F-HRTimeline
Axecap Investments, LLC501$232K0.14%013F-HRTimeline
VESTOR CAPITAL, LLC500$232K0.01%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)500$232K<0.01%013F-HRTimelineGroup
Portland Global Advisors LLC500$232K0.03%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.500$232K0.14%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC500$232K0.15%013F-HRTimeline
Callan Family Office, LLC500$232K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA500$232K0.12%013F-HRTimeline
Elite Life Management LLC500$231K0.47%013F-HRTimeline
ABLE Financial Group, LLC495$230K0.05%-1213F-HRTimeline
MKD WEALTH COACHES, LLC494$229K0.23%013F-HRTimeline
Accel Wealth Management493$229K0.07%+113F-HRTimeline
IFS Advisors, LLC491$228K0.13%013F-HRTimeline
Register Financial Advisors LLC490$227K0.09%013F-HRTimeline
Prasad Wealth Partners, LLC482$224K0.06%013F-HRTimeline
Seneca Financial Advisors LLC481$223K0.07%013F-HRTimeline
DDD Partners, LLC480$223K0.01%013F-HRTimeline
Bogart Wealth, LLC480$222K0.01%+5813F-HRTimeline
PFG Private Wealth Management, LLC477$221K0.1%new13F-HRTimeline
Integrity Wealth Solutions LLC477$221K0.1%+213F-HRTimeline
AMERIFLEX GROUP, INC.472$219K0.08%-52713F-HRTimeline
PBMares Wealth Management LLC471$219K0.04%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC471$218K0.09%-21813F-HR/ATimelineGroup
LVZ, Inc.470$218K0.02%013F-HRTimeline
Quantbot Technologies LP469$217K0.01%new13F-HRTimeline
TigerOak Management, L.L.C.469$217K0.07%013F-HRTimeline
Summit Place Financial Advisors, LLC467$217K0.1%013F-HRTimeline
Maple Capital Management, Inc.466$216K0.01%-20613F-HRTimeline
JDH Wealth Management, LLC466$216K0.15%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC465$216K0.16%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.465$216K<0.01%+16513F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC465$215K0.08%+113F-HRTimeline
Haverford Trust Co464$215K<0.01%new13F-HRTimeline
Disciplined Investors, L.L.C.464$215K0.15%013F-HRTimeline
Gradient Capital Advisors, LLC463$215K0.06%013F-HRTimeline
Burk Holdings LLC462$214K0.11%-2113F-HRTimeline
Evensky & Katz LLC462$214K0.01%-2113F-HRTimeline
Coppell Advisory Solutions LLC462$214K0.02%-613F-HRTimeline
Rockline Wealth Management, LLC459$213K0.04%013F-HRTimeline
SHUTTLEWORTH & Co459$213K0.19%13F-HRTimeline
Wilmington Savings Fund Society, FSB456$211K0.01%-2,34113F-HR/ATimeline
Talisman Wealth Advisors LLC455$211K0.17%+113F-HRTimeline
Nilsine Partners, LLC453$210K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC450$209K0.05%013F-HRTimeline
Sequent Asset Management, LLC450$209K0.1%new13F-HRTimeline
Bulltick Wealth Management, LLC449$209K0.05%new13F-HRTimeline
BURNEY CO/448$208K0.01%-4013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC447$207K0.08%new13F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC444$206K0.05%new13F-HRTimeline
Capital Square, LLC444$206K0.1%new13F-HRTimeline
Harfst & Associates, Inc.443$205K0.04%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.442$205K0.02%new13F-HRTimeline
Howard Capital Management, LLC442$205K<0.01%new13F-HRTimeline
Focused Wealth Management, Inc437$203K0.02%-28413F-HRTimeline
Richmond Investment Services, LLC434$201K0.04%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC433$201K0.04%new13F-HRTimeline
Wealth Preservation Advisors, LLC433$201K0.12%+10013F-HRTimeline
Opulen Financial Group LLC433$201K0.15%new13F-HRTimeline
Bravias Capital Group, LLC433$201K0.13%new13F-HRTimeline
Platform Technology Partners432$200K0.05%new13F-HRTimeline
Bernardo Wealth Planning LLC431$200K0.04%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC424$197K0.07%013F-HR/ATimeline
Indiana Trust & Investment Management Co421$195K0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\415$192K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department405$188K0.05%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.402$187K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.401$186K0.06%+113F-HRTimeline
Winch Advisory Services, LLC391$181K0.04%+113F-HRTimeline
ROGCO, LP387$179K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.380$176K0.01%013F-HRTimeline
Global Trust Asset Management, LLC379$176K0.08%013F-HRTimeline
Tidemark, LLC374$173K0.05%013F-HRTimeline
CoreFirst Bank & Trust370$172K0.09%013F-HRTimeline
GAMMA Investing LLC365$169K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC360$167K0.03%-5013F-HRTimeline
Center for Financial Planning, Inc.356$165K0.02%013F-HRTimeline
Reyes Financial Architecture, Inc.350$162K0.11%-9,92813F-HRTimeline
Bangor Savings Bank345$160K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC341$158K0.02%013F-HRTimeline
Trust Co337$156K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC330$153K0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MTM Investment Management, LLC324$150K0.05%013F-HRTimeline
COUNTRY TRUST BANK323$150K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC315$146K<0.01%-2313F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$139K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA300$139K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC300$139K0.05%013F-HRTimeline
Kentucky Trust Co300$139K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.279$129K0.04%013F-HRTimeline
Aspect Partners, LLC277$128K0.06%+113F-HRTimeline
Abound Wealth Management266$124K0.03%+2313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …260$121K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC252$117K0.05%new13F-HRTimeline
Westend Capital Management, LLC250$116K0.03%013F-HRTimeline
Davis Capital Management246$114K0.08%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC230$107K0.01%013F-HRTimeline
Bell Investment Advisors, Inc221$102K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC220$102K<0.01%+14113F-HRTimeline
Anchor Investment Management, LLC218$101K0.01%+113F-HRTimeline
FINANCIAL CONSULATE, INC216$100K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC214$99.1K0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…212$98.3K0.11%013F-HRTimeline
Archer Investment Corp205$95K0.02%+113F-HRTimeline
GGM Financial LLC204$94.6K0.05%new13F-HRTimeline
Darwin Wealth Management, LLC186$86.7K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV186$86.1K0.01%-10613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC185$85.8K<0.01%+9213F-HRTimelineGroup
Crews Bank & Trust181$83.9K0.01%+5613F-HRTimeline
Glass Jacobson Investment Advisors llc180$83.5K0.03%-14113F-HRTimeline
LOM Asset Management Ltd175$81K0.02%-1013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…174$80.7K0.16%-5,76013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO170$78.8K<0.01%-21513F-HRTimelineGroup
Nemes Rush Group LLC168$77.9K0.01%+2913F-HRTimeline
SJS Investment Consulting Inc.164$76.1K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC162$75K0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT155$71.9K<0.01%-54813F-HRTimeline
Morton Brown Family Wealth, LLC150$69.6K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…150$69.6K0.04%013F-HRTimeline
FSA Wealth Management LLC145$67.3K0.02%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.144$66.8K0.04%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…143$66.3K0.03%-5113F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…143$66.1K0.05%+113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…142$65K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank140$64.9K0.02%new13F-HRTimelineGroup
MCF Advisors LLC137$63.7K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.131$60.6K0.02%-5413F-HRTimeline
Security National Bank130$60.3K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise128$59K<0.01%-313F-HRTimelineGroup
Birch Capital Management, LLC126$58.4K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC120$55.6K0.04%013F-HRTimeline
Graney & King, LLC119$55.1K0.04%013F-HRTimeline
Your Advocates Ltd., LLP111$51.5K0.02%+1013F-HRTimeline
Fairscale Capital, LLC110$51.2K0.04%013F-HRTimeline
Luminist Capital LLC109$50.5K0.04%+5413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.108$50.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC103$47.8K0.03%+8813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…103$47.8K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC102$47.4K0.01%013F-HR/ATimeline
JPL Wealth Management, LLC102$47.1K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.100$46.4K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/94$43.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC90$41.7K0.02%013F-HRTimeline
Independence Bank of Kentucky88$40.8K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC83$38.5K<0.01%-21913F-HRTimeline
JNBA Financial Advisors80$37.1K<0.01%-6213F-HRTimeline