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Disclosery

DJIA GLOBAL X FDS

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DOW 30 CO CA ETF (fund)

45 managers (45 13F filers) reported a position in DJIA shares at 2025-03-31, 1,599,683 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
13
Added
14
Reduced
8
Sold out
4
Shares held by filers
1,599,683

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC548,478$12.1M<0.01%+124,74713F-HRTimeline
XML Financial, LLC274,186$6.05M0.57%+29,25913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,418$4.09M0.01%+63,69613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,038$1.63M<0.01%+8,55013F-HR/ATimelineGroup
NWF Advisory Services Inc.62,250$1.37M0.19%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,062$1.3M<0.01%+6,22813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,826$747K<0.01%+16,34213F-HR/ATimelineGroup
SteelPeak Wealth, LLC32,891$726K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC29,180$644K<0.01%-33313F-HRTimeline
WCG Wealth Advisors LLC27,550$608K0.05%new13F-HR/ATimeline
MJP ASSOCIATES INC /ADV26,034$575K0.1%+13,79113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,034$575K0.07%+13,79113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,923$572K0.01%-11113F-HRTimelineGroup
Good Life Advisors, LLC23,379$516K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,648$345K0.01%-1,60013F-HRTimeline
Arete Wealth Advisors, LLC15,220$336K0.03%-7813F-HRTimeline
Mariner, LLCin group Mariner, LLC14,751$326K<0.01%-1,02613F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.13,435$297K0.1%+70413F-HRTimeline
Founders Financial Alliance, LLC12,430$274K0.07%+4013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,916$263K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,526$254K0.01%-3,94213F-HRTimelineGroup
CHANNEL WEALTH LLC11,129$246K0.08%013F-HRTimeline
Advisory Services Network, LLC10,577$233K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,513$210K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers9,397$207K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,539$166K<0.01%+25813F-HRTimelineGroup
Murphy & Mullick Capital Management Corp6,119$135K0.13%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,838$129K<0.01%013F-HRTimelineGroup
COMERICA BANK4,955$109K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,882$63.6K<0.01%+5513F-HRTimeline
NFSG Corp2,120$46.8K0.01%+22013F-HRTimeline
Steward Partners Investment Advisory, L…1,988$43.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY944$20.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC687$15.2K<0.01%-8913F-HRTimelineGroup
Activest Wealth Management509$11.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA500$11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC500$11K<0.01%new13F-HRTimeline
AE Wealth Management LLC460$10.2K<0.01%013F-HRTimeline
Rossby Financial, LCC405$8.54K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.161$3.56K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC161$3K<0.01%-22613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…115$2.54K<0.01%+6513F-HRTimelineGroup
Glassman Wealth Services5$112<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4$88<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.