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Disclosery

DJIA GLOBAL X FDS

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DOW 30 CO CA ETF (fund)

52 managers (52 13F filers) reported a position in DJIA shares at 2026-03-31, 2,126,605 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
22
Reduced
11
Sold out
6
Shares held by filers
2,126,605

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC676,092$14.2M<0.01%+27,78113F-HRTimeline
J.W. COLE ADVISORS, INC.470,611$9.9M0.33%+7,50313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,497$3.94M0.01%+1,52213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,051$1.87M<0.01%+6,48413F-HRTimelineGroup
XML Financial, LLC60,131$1.27M0.1%+30,17713F-HRTimeline
Janney Montgomery Scott LLC59,583$1.25M<0.01%+25,65913F-HRTimeline
NWF Advisory Services Inc.51,800$1.09M0.12%-1,30013F-HRTimeline
Cambridge Investment Research Advisors,…49,801$1.05M<0.01%+29,40913F-HRTimeline
Cetera Investment Advisers41,355$870K<0.01%+3,78013F-HRTimeline
Massar Capital Management, LP40,305$848K0.17%new13F-HRTimeline
WCG Wealth Advisors LLC33,651$708K0.02%-2,24713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,822$627K<0.01%+16,57613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,029$611K<0.01%+6,62713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,559$537K<0.01%-5,58713F-HRTimelineGroup
PMG Family Office LLC24,963$525K0.59%+1,75613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,790$480K<0.01%+7,03313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,852$460K0.01%013F-HRTimeline
Mutual Advisors, LLC20,555$432K0.01%+8,17513F-HRTimeline
Private Advisor Group, LLC19,000$400K<0.01%+3,00013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,196$383K+1,389Timeline
Murphy & Mullick Capital Management Corp13,714$289K0.21%-65013F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,512$284K0.07%+34113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,716$268K0.01%+1,10213F-HRTimelineGroup
Tactive Advisors, LLC12,613$265K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,045$253K<0.01%-41,15413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,455$242K0.02%+43813F-HRTimeline
Jaffetilchin Investment Partners, LLC11,085$233K0.01%new13F-HRTimeline
Sonoma Allocations LLC9,907$209K0.07%-45613F-HRTimeline
PRIVATE TRUST CO NA9,017$203K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,547$201K0.01%+6,13513F-HRTimeline
Founders Financial Alliance, LLC8,816$185K0.03%-82613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,145$150K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,252$111K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,529$95.3K<0.01%+27813F-HRTimeline
SBI Securities Co., Ltd.3,093$65.1K<0.01%+25713F-HRTimeline
Advisory Services Network, LLC2,889$60.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,988$41.8K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC1,350$28.4K0.02%13F-HRTimeline
SIMPLEX TRADING, LLC1,326$27.9K<0.01%-11413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,215$25.1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY553$11.6K<0.01%013F-HRTimelineGroup
Triumph Capital Management400$8.42K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC340$7.15K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.163$3.42K<0.01%+113F-HRTimeline
Root Financial Partners, LLC103$2.17K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC91$1.92K<0.01%-113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/62$1.31K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG29$610<0.01%-3613F-HRTimelineGroup
MAI Capital Management5$113<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$21<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$19<0.01%013F-HR/ATimelineGroup
NFSG Corp0$00%-92013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.