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Disclosery

DJIA GLOBAL X FDS

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DOW 30 CO CA ETF (fund)

51 managers (51 13F filers) reported a position in DJIA shares at 2025-09-30, 1,957,417 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
17
Reduced
17
Sold out
6
Shares held by filers
1,957,417

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
LPL Financial LLC589,065$12.9M<0.01%+41,33913F-HRTimeline
J.W. COLE ADVISORS, INC.503,595$11M0.21%-65,59113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.194,353$4.24M0.01%+7,50913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,064$1.77M<0.01%+16,01813F-HRTimelineGroup
NWF Advisory Services Inc.61,000$1.33M0.15%-5013F-HRTimeline
WCG Wealth Advisors LLC55,739$1.22M0.08%+2,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,151$900K<0.01%+1,10113F-HRTimelineGroup
Janney Montgomery Scott LLC28,498$623K<0.01%-2513F-HRTimeline
NewEdge Advisors, LLC33,451$592K<0.01%new13F-HRTimeline
PMG Family Office LLC25,612$560K0.63%13F-HRTimeline
SteelPeak Wealth, LLC24,650$539K0.02%-16,84113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,540$471K0.01%+5,89213F-HRTimeline
Mariner, LLCin group Mariner, LLC20,261$443K<0.01%+5,38013F-HRTimelineGroup
Cetera Investment Advisers19,845$434K<0.01%+4,16613F-HRTimeline
OLD MISSION CAPITAL LLC17,259$377K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,635$342K<0.01%-2,48013F-HRTimeline
Private Advisor Group, LLC15,000$328K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,443$316K<0.01%+2,28713F-HRTimelineGroup
Murphy & Mullick Capital Management Corp14,308$313K0.23%+12913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,946$305K<0.01%-11,09613F-HRTimelineGroup
XML Financial, LLC13,579$297K0.02%-262,59113F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,450$294K0.08%-2913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,250$290K0.01%+1,56813F-HRTimelineGroup
Tactive Advisors, LLC12,648$276K0.08%-1,19613F-HRTimeline
Founders Financial Alliance, LLC12,562$274K0.05%+5213F-HRTimeline
Mutual Advisors, LLC12,255$269K0.01%new13F-HRTimeline
HRT FINANCIAL LP10,643$232K<0.01%new13F-HRTimeline
Sonoma Allocations LLC10,363$226K0.08%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,168$222K<0.01%-1,12813F-HRTimelineGroup
PRIVATE TRUST CO NA9,017$197K0.02%-50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,139$177K<0.01%+45713F-HRTimelineGroup
Advisory Services Network, LLC7,592$166K<0.01%-6,23613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145$156K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,838$128K<0.01%013F-HRTimelineGroup
COMERICA BANK4,955$108K<0.01%013F-HRTimeline
IFP Advisors, Inc4,191$91.6K<0.01%+26113F-HR/ATimeline
SBI Securities Co., Ltd.2,961$64.7K<0.01%-5913F-HRTimeline
Steward Partners Investment Advisory, L…1,988$43.4K<0.01%013F-HRTimeline
NFSG Corp1,920$42K0.01%-20013F-HRTimeline
Farther Finance Advisors, LLC1,178$25.7K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,071$23.4K<0.01%-113F-HR/ATimelineGroup
Activest Wealth Management531$11.6K<0.01%+1113F-HRTimeline
AE Wealth Management LLC460$10.1K<0.01%-2013F-HRTimeline
Rossby Financial, LCC456$9.96K<0.01%+1013F-HRTimeline
SIMPLEX TRADING, LLC337$7K<0.01%+31813F-HRTimeline
DHJJ Financial Advisors, Ltd.162$3.54K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC133$2.91K<0.01%-3313F-HRTimelineGroup
Glassman Wealth Services5$115<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3$66<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$44<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.