Skip to content
Disclosery

DJIA GLOBAL X FDS

Follow

DOW 30 CO CA ETF (fund)

49 managers (50 13F filers) reported a position in DJIA shares at 2025-12-31, 1,944,531 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
49
13F filers
50
New
8
Added
20
Reduced
15
Sold out
10
Shares held by filers
1,944,531

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC648,311$14.3M<0.01%+59,24613F-HRTimeline
J.W. COLE ADVISORS, INC.463,108$10.2M0.25%-40,48713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,975$4.09M0.01%-8,37813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,567$1.82M<0.01%+1,50313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,199$1.17M<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.53,100$1.17M0.13%-7,90013F-HRTimeline
Cetera Investment Advisers37,575$827K<0.01%+17,73013F-HRTimeline
WCG Wealth Advisors LLC35,898$790K0.02%-19,84113F-HRTimeline
Janney Montgomery Scott LLC33,924$746K<0.01%+5,42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,146$686K<0.01%-10,00513F-HRTimelineGroup
XML Financial, LLC29,954$659K0.05%+16,37513F-HRTimeline
PMG Family Office LLC23,207$511K0.59%-2,40513F-HRTimeline
Mariner, LLCin group Mariner, LLC22,402$493K<0.01%+2,14113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,852$481K0.01%+31213F-HRTimeline
Cambridge Investment Research Advisors,…20,392$449K<0.01%+4,75713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,807$370K+2,861Timeline
Private Advisor Group, LLC16,000$352K<0.01%+1,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,757$347K<0.01%+1,31413F-HRTimelineGroup
Murphy & Mullick Capital Management Corp14,364$316K0.23%+5613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,246$291K<0.01%+3,07813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.13,171$290K0.08%-27913F-HRTimeline
Tactive Advisors, LLC12,613$277K0.08%-3513F-HRTimeline
Mutual Advisors, LLC12,380$272K0.01%+12513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,614$256K0.01%-1,63613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,017$242K0.02%new13F-HRTimeline
Sonoma Allocations LLC10,363$231K0.08%013F-HRTimeline
Founders Financial Alliance, LLC9,642$212K0.04%-2,92013F-HRTimeline
PRIVATE TRUST CO NA9,017$198K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145$157K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,170$114K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK5,030$111K<0.01%+7513F-HRTimeline
IFP Advisors, Inc4,251$93.5K<0.01%+6013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,412$75.1K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,836$62.4K<0.01%-12513F-HRTimeline
Steward Partners Investment Advisory, L…1,988$43.7K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,440$31.7K<0.01%+1,10313F-HRTimeline
Farther Finance Advisors, LLC1,188$26.1K<0.01%+1013F-HRTimeline
NFSG Corp920$20.2K<0.01%-1,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY553$12.2K<0.01%-51813F-HR/ATimelineGroup
Rossby Financial, LCC490$10.8K<0.01%+3413F-HRTimeline
AE Wealth Management LLC460$10.1K<0.01%013F-HRTimeline
Triumph Capital Management400$8.8K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.162$3.57K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.162$3.56K<0.01%13F-HRTimeline
Root Financial Partners, LLC103$2.27K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC92$2.03K<0.01%-4113F-HRTimelineGroup
UBS Group AGin group UBS Group AG65$1.43K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/62$1.36K<0.01%-8,07713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%+113F-HRTimelineGroup