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Disclosery

DTCR GLOBAL X FDS

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DATA CTR & DIGIT (fund)

142 managers (142 13F filers) reported a position in DTCR shares at 2025-09-30, 11,768,218 shares in all. 41 filers opened a position and 8 filers sold out during the quarter.

Managers
142
13F filers
142
New
41
Added
60
Reduced
18
Sold out
8
Shares held by filers
11,768,218

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
MORGAN STANLEYin group MORGAN STANLEY1,367,212$28M<0.01%+818,31313F-HR/ATimelineGroup
LPL Financial LLC1,348,617$27.6M0.01%+546,97113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,136,824$23.3M<0.01%+145,34413F-HR/ATimelineGroup
HighTower Advisors, LLC570,998$11.7M0.01%+85,43013F-HRTimeline
Hedeker Wealth, LLC562,491$11.5M2.39%-16,39513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN529,710$10.8M<0.01%+520,42713F-HRTimelineGroup
Cetera Investment Advisers471,410$9.65M0.01%+73,33313F-HRTimeline
UBS Group AGin group UBS Group AG294,995$6.04M<0.01%+224,71313F-HRTimelineGroup
Centurion Wealth Management LLC290,464$5.95M1.36%+30,23413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…258,100$5.29M0.02%+61,00013F-HRTimelineGroup
POTENTIA WEALTH243,817$4.99M1.91%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA207,390$4.25M<0.01%+99,18413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC202,104$4.14M<0.01%-210,17713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC198,102$4.06M<0.01%+63,28813F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…183,717$3.75M0.28%new13F-HRTimelineGroup
Private Advisor Group, LLC167,785$3.44M0.02%+26,20413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC157,502$3.23M0.03%+3,51813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.151,815$3.11M0.04%+14,54413F-HRTimelineGroup
GTS SECURITIES LLC148,315$3.04M0.12%+131,19013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC131,417$2.69M<0.01%+38,29713F-HRTimeline
Financial Freedom, LLC126,808$2.6M1.29%+105,62013F-HRTimeline
AVALON CAPITAL MANAGEMENT117,104$2.4M0.59%+7313F-HRTimeline
B. Riley Wealth Advisors, Inc.110,019$2.25M0.11%+1,59413F-HRTimeline
Visionary Wealth Advisors109,902$2.25M0.1%+2,82913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd97,807$2M0.02%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC93,694$1.92M0.08%+46,65813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.88,227$1.81M0.02%new13F-HRTimelineGroup
Anderson Financial Strategies, LLC87,121$1.78M1.06%-4,30313F-HRTimeline
Sage Capital Management, LLC85,375$1.75M0.79%new13F-HRTimeline
Wiser Advisor Group LLC82,855$1.7M2.11%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC81,953$1.68M0.62%+2,62613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV78,024$1.6M1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,675$1.6M<0.01%+55,23013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…77,616$1.59M0.58%+6,75913F-HRTimelineGroup
World Investment Advisors74,843$1.53M0.03%+4,83313F-HRTimeline
ORG Partners LLC70,160$1.44M0.26%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,577$1.4M0.03%-20,62313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC67,600$1.38M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…62,878$1.29M<0.01%+15,64413F-HRTimeline
RFG Advisory, LLC55,331$1.13M0.02%+30,68413F-HRTimeline
Capital Advisors, Ltd. LLC55,048$1.13M0.13%+50,43713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,461$1.12M0.02%+19,69013F-HRTimelineGroup
Phoenix Wealth Advisors53,053$1.09M0.42%+2613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,370$1.01M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,775$999K0.01%-7,40013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC46,497$952K<0.01%-4,78613F-HRTimelineGroup
Sound Financial Strategies Group, LLC44,742$916K0.67%+87313F-HRTimeline
Farther Finance Advisors, LLC44,240$906K0.01%-46613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC42,704$875K0.06%+27,13313F-HRTimeline
Fort Point Capital Partners LLC37,186$762K0.1%013F-HRTimeline
Creative Planningin group Creative Planning36,128$740K<0.01%+1,07313F-HRTimelineGroup
Sonoma Private Wealth LLC35,030$717K0.86%+3,68013F-HRTimeline
NewEdge Advisors, LLC33,825$693K<0.01%+10,76313F-HRTimeline
J.W. COLE ADVISORS, INC.32,750$671K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,544$646K<0.01%+3,88413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth29,660$607K<0.01%+10,92913F-HRTimelineGroup
Archford Capital Strategies, LLC28,794$590K0.07%-2,42313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD28,546$585K<0.01%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,357$581K<0.01%+10,97713F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC27,351$560K0.25%+10,45213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,410$541K<0.01%new13F-HRTimelineGroup
ALTFEST L J & CO INC26,044$533K0.06%013F-HRTimeline
Yukon Wealth Management, Inc.25,877$530K0.17%+10013F-HRTimeline
OBSIDIAN CIO, LLC25,681$526K0.07%+8,23413F-HRTimeline
APS Management Group, Inc.24,708$506K0.45%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,555$421K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc20,430$418K0.01%+15,81713F-HR/ATimeline
&PARTNERS20,122$412K<0.01%+4,03513F-HRTimeline
MML INVESTORS SERVICES, LLC18,607$381K<0.01%+5,36113F-HRTimeline
Curran Financial Partners, LLC18,373$376K0.07%new13F-HRTimeline
Advyzon Investment Management, LLC17,996$369K0.06%+42213F-HRTimeline
GPS Wealth Strategies Group, LLC16,820$344K0.04%+3,75513F-HRTimeline
GeoWealth Management, LLC16,499$338K0.01%-2,20613F-HRTimeline
Klingman & Associates, LLC16,414$336K0.02%013F-HRTimeline
Lindenwold Advisors, INC15,434$316K0.15%new13F-HRTimeline
Ausdal Financial Partners, Inc.14,818$303K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,487$297K<0.01%new13F-HRTimelineGroup
MWA Asset Management13,993$287K0.16%+7513F-HRTimeline
Sanctuary Advisors, LLC13,259$272K<0.01%new13F-HR/ATimeline
Beacon Pointe Advisors, LLC13,000$266K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,465$255K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,381$254K<0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC12,310$252K0.16%+2,16813F-HRTimeline
Snowden Capital Advisors LLC12,283$252K0.01%+1,46413F-HRTimeline
HERBST GROUP, LLC12,000$246K0.15%+1,50013F-HRTimeline
Keystone Financial Group11,949$245K0.02%new13F-HR/ATimeline
CIBC WORLD MARKET INC.11,937$244K<0.01%-40013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,855$243K<0.01%-25113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…11,444$234K0.09%new13F-HRTimeline
BAM Wealth Management, LLC11,418$234K0.18%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,203$229K0.03%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,000$225K0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,692$219K0.04%+55013F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.10,650$218K0.14%new13F-HRTimeline
Advisory Services Network, LLC10,533$216K<0.01%new13F-HRTimeline
PFG Investments, LLC10,000$205K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,853$202K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,053$186K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,970$143K<0.01%+6,87813F-HRTimelineGroup
SBI Securities Co., Ltd.5,996$123K<0.01%-43213F-HRTimeline
CoreCap Advisors, LLC4,660$95.5K<0.01%+4,32613F-HRTimeline
Aptus Capital Advisors, LLC3,348$68.6K<0.01%+1713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,275$67K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,856$58.5K<0.01%+18013F-HRTimeline
SIMPLEX TRADING, LLC2,860$58K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,724$55.8K<0.01%+2,11513F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…2,499$50.7K<0.01%-16,70613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,200$45.1K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,100$43K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.2,005$41.1K<0.01%+3013F-HRTimeline
Steward Partners Investment Advisory, L…1,816$37.2K<0.01%+82513F-HRTimeline
WPG Advisers, LLC1,772$36.3K0.03%-15013F-HRTimeline
COMERICA BANK1,700$34.8K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,320$27K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC1,159$23.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA823$16.9K<0.01%013F-HRTimeline
Key Financial Inc800$16.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC704$14.4K<0.01%+46013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV605$12.4K<0.01%-7,14513F-HRTimeline
Darwin Wealth Management, LLC572$11.7K<0.01%-11713F-HRTimeline
ADIRONDACK TRUST CO569$11.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$10.7K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC442$9.05K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC350$7.17K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.317$6.49K<0.01%013F-HRTimeline
AE Wealth Management LLC310$6.35K<0.01%013F-HRTimeline
Global Retirement Partners, LLC308$6.31K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC299$6.12K<0.01%+3913F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV225$5K<0.01%013F-HR/ATimeline
Richard W. Paul & Associates, LLC193$3.95K<0.01%-19113F-HRTimeline
Allworth Financial LP176$3.6K<0.01%013F-HRTimeline
Westfuller Advisors, LLC158$3.25K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.150$3.07K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC125$2.56K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$2.05K<0.01%new13F-HRTimelineGroup
MAI Capital Management71$1.46K<0.01%013F-HRTimeline
Parallel Advisors, LLC60$1.23K<0.01%-9313F-HRTimeline
Tanglewood Legacy Advisors, LLC51$1.04K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$553<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC21$441<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$184<0.01%new13F-HRTimelineGroup
Archer Investment Corp5$102<0.01%013F-HRTimeline