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Disclosery

DJIA GLOBAL X FDS

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DOW 30 CO CA ETF (fund)

49 managers (49 13F filers) reported a position in DJIA shares at 2025-06-30, 2,284,645 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
24
Reduced
8
Sold out
4
Shares held by filers
2,284,645

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
J.W. COLE ADVISORS, INC.569,186$12.3M0.26%new13F-HRTimeline
LPL Financial LLC547,726$11.9M<0.01%-75213F-HRTimeline
XML Financial, LLC276,170$5.99M0.52%+1,98413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,844$4.05M0.01%+1,42613F-HR/ATimelineGroup
MJP ASSOCIATES INC /ADV71,773$1.56M0.23%+45,73913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,046$1.41M<0.01%+5,98413F-HRTimelineGroup
NWF Advisory Services Inc.61,050$1.32M0.16%-1,20013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC57,601$1.25M0.12%+31,56713F-HRTimelineGroup
WCG Wealth Advisors LLC53,721$1.16M0.08%+26,17113F-HRTimeline
SteelPeak Wealth, LLC41,491$900K0.04%+8,60013F-HRTimeline
Good Life Advisors, LLC40,381$875K0.05%+17,00213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,050$868K<0.01%-33,98813F-HR/ATimelineGroup
Janney Montgomery Scott LLC28,523$618K<0.01%-65713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,042$543K0.01%-88113F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,115$393K<0.01%new13F-HRTimeline
Cetera Investment Advisers15,679$340K<0.01%+6,28213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,648$339K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,881$323K<0.01%+13013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp14,179$305K0.25%+8,06013F-HRTimeline
Tactive Advisors, LLC13,844$300K0.1%13F-HRTimeline
Advisory Services Network, LLC13,828$298K<0.01%+3,25113F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,479$292K0.09%+4413F-HRTimeline
Founders Financial Alliance, LLC12,510$271K0.06%+8013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,156$264K<0.01%+2,64313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,682$253K0.01%+15613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,296$245K<0.01%-62013F-HRTimelineGroup
PRIVATE TRUST CO NA9,517$206K0.02%+9,01713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,682$166K<0.01%+14313F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145$155K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,838$127K<0.01%013F-HRTimelineGroup
COMERICA BANK4,955$107K<0.01%013F-HRTimeline
IFP Advisors, Inc3,930$85.2K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3,020$65.5K<0.01%+13813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,822$61.2K<0.01%new13F-HRTimelineGroup
NFSG Corp2,120$46K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,988$43.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,072$23.2K<0.01%+12813F-HRTimelineGroup
Activest Wealth Management520$11.3K<0.01%+1113F-HRTimeline
CoreCap Advisors, LLC500$10.8K<0.01%013F-HRTimeline
AE Wealth Management LLC480$10.4K<0.01%+2013F-HRTimeline
Rossby Financial, LCC446$9.67K<0.01%+4113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…350$7.59K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC166$3.61K<0.01%-52113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.162$3.5K<0.01%+113F-HRTimeline
Glassman Wealth Services5$112<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4$87<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3$65<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC19$00%-14213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.