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Disclosery

DTCR GLOBAL X FDS

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DATA CTR & DIGIT (fund)

166 managers (167 13F filers) reported a position in DTCR shares at 2025-12-31, 18,572,642 shares in all. 36 filers opened a position and 16 filers sold out during the quarter.

Managers
166
13F filers
167
New
36
Added
75
Reduced
25
Sold out
16
Shares held by filers
18,572,642

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,955,934$83.5M0.01%+2,819,11013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,870,523$39.5M<0.01%+503,31113F-HR/ATimelineGroup
LPL Financial LLC1,704,527$36M0.01%+355,91013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,152,972$24.3M<0.01%+623,26213F-HRTimelineGroup
HighTower Advisors, LLC617,009$13M0.01%+46,01113F-HRTimeline
Hedeker Wealth, LLC564,890$11.9M2.5%+2,39913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…533,368$11.3M0.01%+520,90313F-HR/ATimelineGroup
Cetera Investment Advisers419,861$8.86M0.01%-51,54913F-HRTimeline
UBS Group AGin group UBS Group AG392,743$8.29M<0.01%+97,74813F-HRTimelineGroup
Foguth Wealth Management, LLC.336,689$7.39M1.15%13F-HRTimeline
Centurion Wealth Management LLC296,856$6.26M1.38%+6,39213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…269,100$5.68M0.02%+11,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.267,280$5.64M0.01%+186,60513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,967$5M<0.01%+34,86313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA231,211$4.88M<0.01%+23,82113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC230,000$4.85M0.01%new13F-HRTimelineGroup
POTENTIA WEALTH229,736$4.85M1.78%-14,08113F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding226,604$4.78M+42,887Timeline
Mariner, LLCin group Mariner, LLC217,042$4.58M0.01%+202,55513F-HRTimelineGroup
Private Advisor Group, LLC203,429$4.29M0.02%+35,64413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,119$3.48M0.03%+7,61713F-HRTimelineGroup
Financial Freedom, LLC163,522$3.45M1.71%+36,71413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC158,464$3.34M<0.01%-39,63813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC157,782$3.33M<0.01%+26,36513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.156,164$3.3M0.04%+4,34913F-HRTimelineGroup
GTS SECURITIES LLC145,721$3.07M0.1%-2,59413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd132,435$2.79M0.03%+34,62813F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT117,891$2.49M0.6%+78713F-HRTimeline
MML INVESTORS SERVICES, LLC116,866$2.47M0.01%+98,25913F-HRTimeline
Anderson Financial Strategies, LLC113,483$2.39M1.39%+26,36213F-HRTimeline
B. Riley Wealth Advisors, Inc.110,038$2.32M0.11%+1913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,054$2.28M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors94,824$2M0.09%-15,07813F-HRTimeline
Sage Capital Management, LLC92,623$1.95M0.9%+7,24813F-HRTimeline
Paller Financial Services Inc89,256$1.88M1.51%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC89,175$1.88M0.04%+21,57513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.88,227$1.86M0.01%013F-HRTimelineGroup
Wiser Advisor Group LLC86,301$1.82M2.08%+3,44613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…83,011$1.75M0.63%+5,39513F-HRTimelineGroup
Cambridge Investment Research Advisors,…81,787$1.73M<0.01%+18,90913F-HRTimeline
World Investment Advisors81,496$1.72M0.03%+6,65313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,794$1.6M<0.01%+26,42413F-HRTimelineGroup
Capital Advisors, Ltd. LLC74,981$1.58M0.18%+19,93313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC72,308$1.5M0.01%+25,81113F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC69,433$1.47M0.55%-12,52013F-HRTimeline
RFG Advisory, LLC67,674$1.43M0.03%+12,34313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,670$1.41M0.03%+12,20913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/61,186$1.29M<0.01%+49,33113F-HRTimelineGroup
ORG Partners LLC57,608$1.22M0.21%-12,55213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,330$1.15M0.03%-14,24713F-HRTimelineGroup
Phoenix Wealth Advisors52,895$1.12M0.43%-15813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,525$1.07M0.02%+1,75013F-HRTimelineGroup
Belpointe Asset Management LLC48,691$1.03M0.04%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC48,554$1.02M0.07%+5,85013F-HRTimeline
Creative Planningin group Creative Planning48,509$1.02M<0.01%+12,38113F-HRTimelineGroup
NewEdge Advisors, LLC45,235$954K<0.01%+11,41013F-HRTimeline
Sound Financial Strategies Group, LLC44,095$930K0.66%-64713F-HRTimeline
Farther Finance Advisors, LLC43,900$926K0.01%-34013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,137$910K<0.01%+11,59313F-HR/ATimelineGroup
Fort Point Capital Partners LLC37,186$873K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC41,385$873K0.01%+31,53213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,760$797K<0.01%+8,10013F-HRTimelineGroup
Sonoma Private Wealth LLC35,868$757K0.91%+83813F-HRTimeline
Dakota Wealth Management34,631$731K0.01%new13F-HR/ATimeline
Western Wealth Management, LLC32,481$685K0.03%new13F-HRTimeline
Forefront Wealth Partners, LLC32,234$680K0.32%new13F-HRTimeline
Sanctuary Advisors, LLC32,007$675K<0.01%+18,74813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC30,676$651K0.28%+3,32513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,615$625K<0.01%+3,20513F-HRTimelineGroup
Archford Capital Strategies, LLC29,446$621K0.07%+65213F-HRTimeline
Yukon Wealth Management, Inc.25,877$619K0.36%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD28,546$602K<0.01%013F-HRTimelineGroup
ALTFEST L J & CO INC26,044$550K0.06%013F-HRTimeline
APS Management Group, Inc.24,734$522K0.45%+2613F-HRTimeline
Curran Financial Partners, LLC24,253$512K0.1%+5,88013F-HRTimeline
AE Wealth Management LLC24,184$510K<0.01%+23,87413F-HRTimeline
Savvy Advisors, Inc.22,053$465K0.02%new13F-HRTimeline
&PARTNERS21,809$460K<0.01%+1,68713F-HRTimeline
Stonebridge Financial Planning Group, L…21,471$453K0.16%+10,02713F-HRTimeline
IFP Advisors, Inc21,097$445K0.01%+66713F-HRTimeline
Eagle Strategies LLC19,883$420K0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,283$386K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,274$386K0.02%+7,27413F-HRTimelineGroup
Avior Wealth Management, LLC17,890$377K0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.17,327$366K0.04%+6,12413F-HRTimeline
Advyzon Investment Management, LLC16,852$356K0.04%-1,14413F-HRTimeline
High Point Wealth Management, LLC16,704$352K0.33%13F-HRTimeline
Klingman & Associates, LLC16,414$346K0.02%013F-HRTimeline
Onyx Bridge Wealth Group LLC16,335$345K0.04%new13F-HRTimeline
Ausdal Financial Partners, Inc.14,818$313K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,399$304K0.02%new13F-HRTimeline
J. Mark Nickell & Co.14,353$303K0.28%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.14,225$300K0.2%+3,57513F-HRTimeline
Arkadios Wealth Advisors14,043$296K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,000$274K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,917$273K<0.01%+53613F-HRTimeline
Janney Montgomery Scott LLC12,706$268K<0.01%new13F-HRTimeline
Keystone Financial Group12,654$267K0.02%+70513F-HRTimeline
CIBC WORLD MARKET INC.12,487$263K<0.01%+55013F-HRTimeline
MWA Asset Management12,408$262K0.15%-1,58513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,474$259K<0.01%new13F-HRTimeline
GeoWealth Management, LLC12,267$259K0.01%-4,23213F-HRTimeline
HERBST GROUP, LLC12,221$258K0.15%+22113F-HRTimeline
Milestone Asset Management Group, LLC11,998$253K0.14%-31213F-HRTimeline
Advisory Services Network, LLC11,365$240K<0.01%+83213F-HRTimeline
PFG Investments, LLC11,150$235K0.01%+1,15013F-HRTimeline
SMITH, MOORE & CO.10,347$218K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,054$212K0.01%+113F-HRTimeline
Galvin, Gaustad & Stein, LLC10,000$211K0.02%new13F-HRTimeline
Copia Wealth Management9,628$203K0.15%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,970$147K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.6,373$134K<0.01%+37713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,258$132K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,928$125K0.01%+5,10513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,896$124K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,450$115K0.01%new13F-HRTimeline
Glassman Wealth Services4,932$104K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC4,931$104K0.02%new13F-HRTimeline
IFC & Insurance Marketing, Inc.3,912$83K0.08%13F-HRTimeline
Key Financial Inc3,854$81.3K0.01%+3,05413F-HRTimeline
Aptus Capital Advisors, LLC3,348$70.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,275$69K<0.01%013F-HRTimelineGroup
COMERICA BANK2,896$61.1K<0.01%+1,19613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,854$60.2K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC2,817$59.4K<0.01%-4313F-HRTimeline
Sunbelt Securities, Inc.2,613$55.1K<0.01%+60813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,314$48.8K<0.01%-54213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,233$47.1K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,182$46K<0.01%-54213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,954$41.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,816$38.3K<0.01%013F-HRTimeline
WPG Advisers, LLC1,772$37.4K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.33,595$36.2K<0.01%+84513F-HRTimeline
Allworth Financial LP1,398$29.5K<0.01%+1,22213F-HRTimeline
Triumph Capital Management801$16.9K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC735$15.5K<0.01%-42413F-HRTimeline
Darwin Wealth Management, LLC692$14.6K<0.01%+12013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV605$12.8K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO569$12K<0.01%013F-HRTimeline
Lavaca Capital LLC557$11.8K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC523$11K<0.01%+22413F-HRTimeline
Global Retirement Partners, LLC497$10.5K<0.01%+18913F-HRTimeline
Strategic Advocates LLC442$9.38K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC437$9.23K<0.01%-26713F-HRTimelineGroup
AlphaCore Capital LLC400$8.49K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC341$7.2K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.317$6.69K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.265$5.59K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC255$5.38K<0.01%new13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV225$5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC190$4.01K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC168$3.54K<0.01%-4,49213F-HRTimeline
Private Wealth Management Group, LLC125$2.64K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$2.11K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.95$2.02K<0.01%-5513F-HRTimeline
Tanglewood Legacy Advisors, LLC95$2K<0.01%+4413F-HRTimeline
Richard W. Paul & Associates, LLC83$1.75K<0.01%-11013F-HRTimeline
MAI Capital Management71$1.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC60$1.27K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$570<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC21$454<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC20$422<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust10$211<0.01%new13F-HRTimeline
Archer Investment Corp5$106<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1$21<0.01%-2,49813F-HRTimeline
Strive Financial Group ,LLC1$21<0.01%13F-HR/ATimeline