Skip to content
Disclosery

DJIA GLOBAL X FDS

Follow

DOW 30 CO CA ETF (fund)

51 managers (51 13F filers) reported a position in DJIA shares at 2026-06-30, 2,746,389 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
51
13F filers
51
New
12
Added
20
Reduced
11
Sold out
13
Shares held by filers
2,746,389

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
LPL Financial LLC989,506$21.9M<0.01%+313,41413F-HRTimeline
J.W. COLE ADVISORS, INC.467,472$10.3M0.18%-3,13913F-HRTimeline
XML Financial, LLC271,811$6.02M0.44%+211,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.183,183$4.06M<0.01%-4,31413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,269$2.02M<0.01%+2,21813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,658$1.52M<0.01%+43,09913F-HRTimelineGroup
Janney Montgomery Scott LLC65,612$1.45M<0.01%+6,02913F-HRTimeline
Cetera Investment Advisers56,144$1.24M<0.01%+14,78913F-HRTimeline
OLD MISSION CAPITAL LLC52,766$1.17M0.03%new13F-HRTimeline
NWF Advisory Services Inc.50,400$1.12M0.1%-1,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,288$1.11M<0.01%+27,49813F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,264$1.11M<0.01%+46313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,954$995K<0.01%+15,13213F-HRTimelineGroup
PMG Family Office LLC26,086$578K0.53%+1,12313F-HRTimeline
Private Advisor Group, LLC24,000$531K<0.01%+5,00013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,106$510K0.03%+11,65113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,652$479K0.01%-20013F-HRTimeline
Mutual Advisors, LLC21,205$469K0.01%+65013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC18,324$406K<0.01%+12813F-HRTimelineGroup
WCG Wealth Advisors LLC17,811$394K0.01%-15,84013F-HRTimeline
MML INVESTORS SERVICES, LLC14,418$319K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp12,935$286K0.18%-77913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,725$282K0.01%+913F-HRTimelineGroup
Tactive Advisors, LLC12,385$274K0.07%-22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,350$273K<0.01%new13F-HRTimelineGroup
FSM Wealth Advisors, LLC11,687$259K0.03%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,432$231K0.05%-3,08013F-HR/ATimeline
Sonoma Allocations LLC9,907$220K0.07%013F-HRTimeline
VALICENTI ADVISORY SERVICES INC9,740$216K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA9,017$200K0.02%013F-HRTimeline
Founders Financial Alliance, LLC8,480$188K0.02%-33613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145$158K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,354$119K<0.01%+10213F-HRTimelineGroup
IFP Advisors, Inc4,696$104K<0.01%+16713F-HRTimeline
SBI Securities Co., Ltd.3,535$78.3K<0.01%+44213F-HRTimeline
Cape Investment Advisory, Inc.2,880$63.8K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC800$17.7K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC786$17.4K<0.01%-54013F-HRTimeline
GROUP ONE TRADING LLC600$13.3K<0.01%+26013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464$10.3K<0.01%+46313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY463$10.3K<0.01%-9013F-HRTimelineGroup
Triumph Capital Management400$8.86K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…175$3.88K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.163$3.6K<0.01%013F-HRTimeline
IFG Advisory, LLC130$2.88K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC91$2.02K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/62$1.37K<0.01%013F-HRTimelineGroup
Abound Wealth Management36$803<0.01%new13F-HRTimeline
Global Retirement Partners, LLC20$443<0.01%13F-HRTimeline
KERR FINANCIAL PLANNING Corp1$23<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$22<0.01%new13F-HRTimelineGroup