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Disclosery

DJIA GLOBAL X FDS

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DOW 30 CO CA ETF (fund)

36 managers (36 13F filers) reported a position in DJIA shares at 2024-12-31, 1,291,871 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
12
Reduced
7
Sold out
4
Shares held by filers
1,291,871

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC423,731$9.5M<0.01%+65,58413F-HRTimeline
XML Financial, LLC244,927$5.49M0.5%-7,81413F-HRTimeline
J.W. COLE ADVISORS, INC.128,377$2.88M0.12%+74413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,722$2.73M0.01%+5,78813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,488$1.47M<0.01%-67513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,834$1.18M<0.01%13F-HR/ATimelineGroup
Janney Montgomery Scott LLC29,513$662K<0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,034$584K0.01%+1,07213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…25,116$563K0.01%-17,55813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,484$392K<0.01%-2913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.17,248$387K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,777$354K<0.01%+47513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,468$347K0.01%+1613F-HRTimelineGroup
Arete Wealth Advisors, LLC15,298$343K0.02%-1,65213F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,731$285K0.09%+15313F-HRTimeline
Founders Financial Alliance, LLC12,390$278K0.08%+44313F-HRTimeline
MJP ASSOCIATES INC /ADV12,243$274K0.05%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,243$274K0.03%new13F-HRTimelineGroup
CHANNEL WEALTH LLC11,129$250K0.08%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,281$163K<0.01%+21713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,838$131K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,955$111K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG3,925$88K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.2,827$63.4K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…1,988$44.6K<0.01%013F-HRTimeline
NFSG Corp1,900$42.6K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY944$21.2K<0.01%+42313F-HR/ATimelineGroup
FMR LLCin group FMR LLC776$17.4K<0.01%-20113F-HRTimelineGroup
PRIVATE TRUST CO NA500$11.2K<0.01%013F-HRTimeline
AE Wealth Management LLC460$10.3K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC387$8K<0.01%+1713F-HRTimeline
DHJJ Financial Advisors, Ltd.161$3.6K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…122$2.73K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…50$1.12K<0.01%-8013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4$90<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.