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Disclosery

DTCR GLOBAL X FDS

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DATA CTR & DIGIT (fund)

116 managers (117 13F filers) reported a position in DTCR shares at 2025-03-31, 7,246,170 shares in all. 33 filers opened a position and 6 filers sold out during the quarter.

Managers
116
13F filers
117
New
33
Added
46
Reduced
16
Sold out
6
Shares held by filers
7,246,170

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 LLC837,197$13.6M0.01%+337,02513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/686,907$11.2M<0.01%+152,88813F-HRTimelineGroup
Hedeker Wealth, LLC589,130$9.58M2.57%+128,41113F-HRTimeline
Horizon Wealth Management, LLC534,864$8.7M1.47%new13F-HRTimeline
Cetera Investment Advisers454,611$7.39M0.01%+309,62713F-HRTimeline
HighTower Advisors, LLC443,801$7.22M0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding303,508$4.94M-47,069Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC242,461$3.94M0.01%+134,81713F-HR/ATimelineGroup
Hamilton Wealth, LLC240,339$3.91M0.94%+23,80913F-HRTimeline
POTENTIA WEALTH236,939$3.85M1.81%+8,23513F-HRTimeline
Centurion Wealth Management LLC206,903$3.42M1.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,161$3.24M<0.01%+98,05513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC180,063$2.93M<0.01%+107,75413F-HRTimelineGroup
Financial Advocates Investment Manageme…151,259$2.46M0.17%-24913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC147,413$2.4M0.03%+32,92813F-HRTimelineGroup
UBS Group AGin group UBS Group AG112,040$1.82M<0.01%+85,34713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,896$1.69M0.05%+29,79813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.96,475$1.57M0.05%new13F-HRTimeline
Anderson Financial Strategies, LLC87,084$1.42M0.87%+41313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…68,934$1.12M0.56%+3,44013F-HRTimelineGroup
World Investment Advisors65,619$1.07M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,608$1.07M<0.01%+54,70813F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC55,295$899K0.01%+8,21613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,075$896K0.01%new13F-HRTimelineGroup
Sonoma Private Wealth LLC54,294$883K1.22%-1,25313F-HRTimeline
Phoenix Wealth Advisors53,756$874K0.38%+55613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,242$833K<0.01%new13F-HRTimelineGroup
Capasso Planning Partners LLC48,442$788K0.33%+10,39313F-HRTimeline
Sound Financial Strategies Group, LLC45,112$734K0.65%new13F-HRTimeline
Cambridge Investment Research Advisors,…42,184$686K<0.01%+23,45513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,908$584K<0.01%+17,73313F-HRTimelineGroup
ALTFEST L J & CO INC32,257$524K0.07%-3,42613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,529$516K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning30,934$503K<0.01%+11,70213F-HRTimelineGroup
GTS SECURITIES LLC30,011$488K0.02%new13F-HRTimeline
Yukon Wealth Management, Inc.25,777$419K0.17%13F-HRTimeline
Archford Capital Strategies, LLC25,488$414K0.06%+80913F-HRTimeline
Private Advisor Group, LLC24,109$392K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD22,824$371K<0.01%+11,27313F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…22,069$359K0.07%-44,54513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,614$319K<0.01%-4,05813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,205$314K<0.01%-73413F-HRTimeline
Wiser Advisor Group LLC17,951$292K0.43%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC17,914$291K0.14%new13F-HRTimeline
Fort Point Capital Partners LLC17,625$287K0.03%013F-HRTimeline
GeoWealth Management, LLC17,572$286K0.01%+5,71013F-HRTimeline
Visionary Wealth Advisors17,295$281K0.02%new13F-HRTimeline
Advyzon Investment Management, LLC17,212$280K0.1%-3,42113F-HRTimeline
CW Advisors, LLC17,009$277K<0.01%new13F-HRTimeline
MWA Asset Management16,718$272K0.19%-99213F-HRTimeline
Klingman & Associates, LLC16,414$267K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC16,326$265K0.06%+35213F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC15,542$257K0.02%013F-HRTimeline
&PARTNERS15,144$247K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC15,065$245K0.01%-50,23513F-HRTimeline
NewEdge Advisors, LLC14,053$229K<0.01%+12,58713F-HRTimeline
CIBC WORLD MARKET INC.13,607$221K<0.01%+1,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,173$214K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,083$196K<0.01%+85513F-HRTimelineGroup
Snowden Capital Advisors LLC11,812$192K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,614$189K<0.01%+76413F-HRTimeline
GPS Wealth Strategies Group, LLC11,421$186K0.03%+8,77113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,807$176K0.03%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,764$175K<0.01%-6,01213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,713$174K<0.01%+5,79713F-HRTimelineGroup
HERBST GROUP, LLC10,500$171K0.12%new13F-HRTimeline
Jacobi Capital Management LLC10,271$167K0.01%+7213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,215$166K0.01%-1,50413F-HRTimeline
Ground Swell Capital, LLC10,173$165K0.38%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,053$163K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC10,048$163K<0.01%-28013F-HRTimeline
Financial Freedom, LLC9,118$148K0.09%+8,55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,421$104K<0.01%+6,11713F-HRTimelineGroup
Parallel Advisors, LLC5,281$85.9K<0.01%+1,02413F-HRTimeline
SBI Securities Co., Ltd.5,191$84.4K<0.01%+2,08613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,000$65K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc3,755$61.1K<0.01%+2,10013F-HRTimeline
Steward Partners Investment Advisory, L…3,677$59.8K<0.01%-32313F-HRTimeline
Aptus Capital Advisors, LLC3,331$54.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC3,000$48.8K0.01%+1,00013F-HRTimeline
PRIVATE TRUST CO NA2,958$48.1K<0.01%+2,13513F-HRTimeline
Capital Advisors, Ltd. LLC2,911$47K0.01%+79613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,100$34.1K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,995$32.4K<0.01%+2013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,700$27.6K<0.01%013F-HRTimeline
WPG Advisers, LLC1,572$25.6K0.02%+45013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,200$19.5K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC1,150$18.7K0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…840$13.7K<0.01%+23013F-HRTimelineGroup
Darwin Wealth Management, LLC791$13.1K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC722$11.7K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC660$10.7K<0.01%new13F-HR/ATimeline
Private Wealth Asset Management, LLC600$9.76K<0.01%13F-HRTimeline
ADIRONDACK TRUST CO569$9.25K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$8.61K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN450$7.32K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…425$6.91K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC362$5.89K<0.01%-13113F-HRTimeline
AE Wealth Management LLC310$5.04K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.317$5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC251$4.08K<0.01%+15113F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV225$4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC179$2.91K<0.01%new13F-HRTimeline
Allworth Financial LP176$2.81K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC167$2.75K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.150$2.44K<0.01%+3013F-HRTimeline
Private Wealth Management Group, LLC125$2.03K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.120$2K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC115$1.87K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management92$1.5K<0.01%013F-HRTimelineGroup
MAI Capital Management68$1.11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60$976<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59$965<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC21$348<0.01%013F-HRTimeline
Archer Investment Corp5$81<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.