Skip to content
Disclosery

DTCR GLOBAL X FDS

Follow

DATA CTR & DIGIT (fund)

224 managers (226 13F filers) reported a position in DTCR shares at 2026-03-31, 25,157,329 shares in all. 71 filers opened a position and 12 filers sold out during the quarter.

Managers
224
13F filers
226
New
71
Added
97
Reduced
34
Sold out
12
Shares held by filers
25,157,329

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,805,194$115M0.01%+849,26013F-HRTimelineGroup
LPL Financial LLC3,053,464$73.2M0.02%+1,348,93713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,422,103$58M<0.01%+551,58013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,711,095$41M0.01%+558,12313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,186,091$28.4M0.01%+793,34813F-HRTimelineGroup
HighTower Advisors, LLC800,599$19.2M0.02%+183,59013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…731,643$17.5M0.01%+198,27513F-HRTimelineGroup
Hedeker Wealth, LLC591,283$14.2M2.99%+26,39313F-HRTimeline
Cetera Investment Advisers487,877$11.7M0.01%+68,01613F-HRTimeline
Foguth Wealth Management, LLC.333,882$10.5M1.23%-2,80713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,736$8.86M<0.01%+132,76913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,199$8.8M<0.01%+135,98813F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC344,292$8.25M2.89%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC341,012$8.17M<0.01%+182,54813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding316,718$7.59M+47,618Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.312,870$7.5M0.01%+45,59013F-HRTimelineGroup
Private Advisor Group, LLC280,845$6.73M0.03%+77,41613F-HRTimeline
Mariner, LLCin group Mariner, LLC240,426$5.76M0.01%+23,38413F-HRTimelineGroup
POTENTIA WEALTH213,932$5.13M1.98%-15,80413F-HRTimeline
MML INVESTORS SERVICES, LLC211,853$5.08M0.01%+94,98713F-HRTimeline
S. R. Schill & Associates189,840$4.55M3.07%new13F-HRTimeline
Eagle Strategies LLC180,843$4.33M0.52%+160,96013F-HRTimeline
Financial Freedom, LLC167,193$4.01M1.99%+3,67113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.157,316$3.77M0.04%+1,15213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC139,055$3.33M0.01%+109,44013F-HRTimelineGroup
Anderson Financial Strategies, LLC98,007$2.88M1.58%-15,47613F-HRTimeline
AVALON CAPITAL MANAGEMENT119,702$2.87M0.81%+1,81113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,315$2.76M0.02%-49,80413F-HRTimelineGroup
Great Diamond Partners, LLC107,592$2.58M0.5%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC100,070$2.4M0.05%+10,89513F-HR/ATimeline
Capital Advisors, Ltd. LLC93,667$2.24M0.26%+18,68613F-HRTimeline
B. Riley Wealth Advisors, Inc.96,179$2.22M0.14%-13,85913F-HRTimeline
Paller Financial Services Inc89,636$2.15M1.78%+38013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.88,227$2.11M0.02%013F-HRTimelineGroup
Wiser Advisor Group LLC86,175$2.06M2.5%-12613F-HRTimeline
Cambridge Investment Research Advisors,…85,860$2.06M0.01%+4,07313F-HRTimeline
Sage Capital Management, LLC84,090$2.01M0.95%-8,53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,004$1.99M<0.01%+7,21013F-HRTimelineGroup
World Investment Advisors80,874$1.94M0.03%-62213F-HRTimeline
Centurion Wealth Management LLC80,137$1.92M0.43%-216,71913F-HRTimeline
VectorGlobal IAG, Inc.78,741$1.89M0.49%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC77,906$1.87M0.04%+23,57613F-HRTimelineGroup
Kingsview Wealth Management, LLC75,101$1.8M0.02%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC72,473$1.74M0.63%+3,04013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…70,253$1.68M0.62%-12,75813F-HRTimelineGroup
RFG Advisory, LLC69,006$1.65M0.03%+1,33213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,895$1.65M<0.01%-88,88713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67,321$1.61M0.11%+18,76713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …65,851$1.58M0.03%-81913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,366$1.57M0.01%+56,08313F-HRTimelineGroup
Premier Private Wealth Management LLC64,848$1.55M1.64%new13F-HRTimeline
VestGen Advisors, LLC48,073$1.46M0.04%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC59,435$1.42M0.01%-12,87313F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding58,711$1.41MnewTimeline
Corient Private Wealth LPin group Corient Private Wealth LP55,594$1.33M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors55,503$1.33M0.06%-39,32113F-HRTimeline
NewEdge Advisors, LLC53,480$1.28M<0.01%+8,24513F-HR/ATimeline
Orion Porfolio Solutions, LLC53,383$1.28M0.01%+11,99813F-HRTimeline
Phoenix Wealth Advisors52,910$1.27M0.5%+1513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,899$1.27M<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning52,585$1.26M<0.01%+4,07613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …51,433$1.23M0.07%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,911$1.22M<0.01%-10,27513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,425$1.21M0.01%-10013F-HRTimelineGroup
Forefront Wealth Partners, LLC49,971$1.2M0.5%+17,73713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth47,931$1.15M<0.01%+10,17113F-HRTimelineGroup
AGH Wealth Advisors, LLC47,131$1.13M0.83%new13F-HRTimeline
Dakota Wealth Management46,967$1.13M0.02%+12,33613F-HR/ATimeline
Farther Finance Advisors, LLC45,945$1.12M0.01%+2,04513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,557$1.12M<0.01%+3,42013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,269$1.11M<0.01%+46,31513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,537$1.09M<0.01%-184,46313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.43,578$1.04M0.04%+9,98313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,059$1.01M0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC41,330$990K0.01%+9,32313F-HRTimeline
AE Wealth Management LLC40,951$981K0.01%+16,76713F-HRTimeline
Advyzon Investment Management, LLC40,819$978K0.09%+23,96713F-HRTimeline
Qube Research & Technologies Ltd40,619$973K<0.01%new13F-HRTimeline
Solutions 4 Wealth, Ltd39,586$948K1.43%new13F-HRTimeline
Fort Point Capital Partners LLC37,186$891K0.12%013F-HRTimeline
Merit Financial Group, LLC37,014$887K0.01%new13F-HRTimeline
Sonoma Private Wealth LLC34,574$828K1.02%-1,29413F-HRTimeline
PFG Investments, LLC34,531$827K0.04%+23,38113F-HRTimeline
Stonebridge Financial Planning Group, L…33,773$809K0.3%+12,30213F-HRTimeline
Copia Wealth Management33,546$804K0.55%+23,91813F-HRTimeline
Curran Financial Partners, LLC33,193$795K0.14%+8,94013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC33,087$793K0.35%+2,41113F-HRTimeline
Western Wealth Management, LLC32,659$783K0.03%+17813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,339$775K<0.01%-75,71513F-HRTimelineGroup
High Point Wealth Management, LLC31,386$752K0.73%+14,68213F-HRTimeline
CoreCap Advisors, LLC31,231$748K0.03%+31,06313F-HRTimeline
Per Stirling Capital Management, LLC.29,681$711K0.08%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD28,546$684K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.27,369$656K0.04%+9,09513F-HRTimelineGroup
Yukon Wealth Management, Inc.26,710$640K0.38%+83313F-HRTimeline
Keel Point, LLC26,336$631K0.04%new13F-HRTimeline
ALTFEST L J & CO INC26,044$624K0.07%013F-HRTimeline
SMITH, MOORE & CO.25,869$620K0.05%+15,52213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.24,806$594K0.07%+7,47913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,241$581K<0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC24,220$580K0.06%+7,88513F-HRTimeline
APS Management Group, Inc.23,471$562K0.48%-1,26313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,120$554K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,659$543K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.22,276$534K0.01%+22313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.22,149$531K0.35%+7,92413F-HRTimeline
Archford Capital Strategies, LLC21,947$526K0.06%-7,49913F-HRTimeline
&PARTNERS21,672$519K<0.01%-13713F-HRTimeline
Ciovacco Capital Management LLC20,604$494K0.29%new13F-HRTimeline
Brookwood Investment Group LLC20,532$492K0.06%new13F-HRTimeline
Sound Financial Strategies Group, LLC20,390$489K0.33%-23,70513F-HRTimeline
IFP Advisors, Inc19,969$478K0.01%-1,12813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,330$463K0.02%+4,93113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,913$453K<0.01%+5,99613F-HRTimeline
Avior Wealth Management, LLC18,673$447K0.01%+78313F-HRTimeline
Meridian Wealth Management, LLC17,830$427K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,704$424K0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,630$422K0.01%-114,80513F-HRTimelineGroup
Janney Montgomery Scott LLC17,577$421K<0.01%+4,87113F-HRTimeline
Beacon Pointe Advisors, LLC17,504$419K<0.01%+4,50413F-HRTimeline
Greenline Wealth Management LLC16,507$396K0.46%new13F-HRTimeline
Klingman & Associates, LLC16,414$393K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,324$390K0.01%new13F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC16,133$387K0.14%new13F-HRTimeline
Ausdal Financial Partners, Inc.15,922$381K0.02%+1,10413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,073$361K0.01%+8,10313F-HRTimelineGroup
Integrated Wealth Concepts LLC15,057$361K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors14,788$354K0.01%+74513F-HRTimeline
J. Mark Nickell & Co.14,215$341K0.31%-13813F-HR/ATimeline
Winthrop Capital Management, LLC14,052$337K0.09%+9,12113F-HRTimeline
CIBC WORLD MARKET INC.13,657$327K<0.01%+1,17013F-HRTimeline
Keystone Financial Group13,330$319K0.02%+67613F-HRTimeline
Sovran Advisors, LLC10,462$302K0.02%new13F-HRTimeline
WealthCare Investment Partners, LLC12,472$302K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,122$298K<0.01%+64813F-HRTimeline
MWA Asset Management12,443$298K0.16%+3513F-HR/ATimeline
GeoWealth Management, LLC12,341$296K0.01%+7413F-HRTimeline
Advisory Services Network, LLC12,155$291K<0.01%+79013F-HRTimeline
Milestone Asset Management Group, LLC12,020$288K0.17%+2213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,632$279K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc11,595$278K0.01%+6,14513F-HRTimeline
SIMPLEX TRADING, LLC11,318$271K0.01%+8,50113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,215$269K0.06%new13F-HRTimeline
Snowden Capital Advisors LLC11,195$268K0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…10,908$262K0.06%new13F-HRTimeline
WESPAC Advisors SoCal, LLC10,607$254K0.05%new13F-HRTimeline
GTS SECURITIES LLC10,588$254K0.01%-135,13313F-HRTimeline
Prairie Wealth Advisors, Inc.0$251K0.11%new13F-HRTimelineAmount filed as zero, left out of ratios.
INTEGRITY ALLIANCE, LLC.10,443$250K0.01%new13F-HRTimeline
Belvedere Trading LLC10,194$244K0.03%new13F-HRTimeline
CARLSON FINANCIAL, INC.10,120$242K0.14%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,703$232K<0.01%new13F-HRTimelineGroup
Pallas Capital Advisors LLC9,609$230K0.01%new13F-HRTimeline
Jacobi Capital Management LLC9,441$226K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC9,235$221K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,183$220K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,915$217K0.02%-1,13913F-HRTimeline
Investment Partners Asset Management, I…9,041$217K0.13%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,906$213K0.01%+3,01013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,833$212K0.04%new13F-HRTimeline
BAM Wealth Management, LLC8,692$208K0.16%new13F-HRTimeline
Prospera Financial Services Inc8,526$204K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.8,438$202K0.01%+2,06513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC8,437$202K0.32%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,996$192K<0.01%+5,81413F-HRTimelineGroup
Destiny Wealth Partners, LLC7,202$173K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA5,749$147K0.01%-17913F-HRTimeline
GROUP ONE TRADING LLC5,652$135K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,047$97K<0.01%+1,73313F-HRTimeline
Steward Partners Investment Advisory, L…3,995$95.7K<0.01%+2,17913F-HRTimeline
Key Financial Inc3,854$92.3K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,509$84.1K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC3,368$80.7K<0.01%+2013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,354$80.3K<0.01%+50013F-HRTimelineGroup
Allworth Financial LP3,141$75.3K<0.01%+1,74313F-HRTimeline
Manchester Capital Management LLC3,000$71.9K0.01%new13F-HRTimeline
Forum Finance Group S.A.3,585$71K0.04%13F-HRTimeline
Sunbelt Securities, Inc.2,629$63K<0.01%+1613F-HRTimeline
Ashton Thomas Private Wealth, LLC2,609$62.5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co2,450$58.7K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,233$53.5K0.04%013F-HRTimeline
Glassman Wealth Services2,136$51.2K0.01%-2,79613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,600$47.1K0.02%new13F-HRTimeline
WPG Advisers, LLC1,797$43.1K0.03%+2513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,773$42.5K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC1,430$34.3K<0.01%+99313F-HRTimelineGroup
SJS Investment Consulting Inc.1,074$25.7K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC900$21.6K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO850$20.4K0.01%+28113F-HRTimeline
Triumph Capital Management801$19.2K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC750$18K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC737$17.7K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC669$16K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC668$16K<0.01%+41313F-HRTimelineGroup
LANARK FINANCIAL, INC.597$14.3K<0.01%+28013F-HRTimeline
Lavaca Capital LLC557$13.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC553$13.2K<0.01%+3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV551$13.2K<0.01%-5413F-HRTimeline
Innovative Asset Advisors Group, LLC450$10.8K0.01%13F-HRTimeline
Darwin Wealth Management, LLC421$10.1K<0.01%-27113F-HRTimeline