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Disclosery

IDGT ISHARES TR

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US DIGI REAL ETF (fund)

40 managers (40 13F filers) reported a position in IDGT shares at 2024-12-31, 912,692 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
14
Added
11
Reduced
4
Sold out
5
Shares held by filers
912,692

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bensler, LLC267,016$21.5M2.56%new13F-HRTimeline
Aprio Wealth Management, LLC133,353$10.7M1.57%+24,32413F-HRTimeline
Avestar Capital, LLC81,505$6.57M0.6%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC63,628$5.13M<0.01%+35,08813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,825$4.26M<0.01%13F-HR/ATimelineGroup
Thompson David Blair41,984$3.38M2.46%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…41,954$3.38M0.54%new13F-HRTimelineGroup
Long Run Wealth Advisors, LLC41,870$3.37M0.81%new13F-HRTimeline
LPL Financial LLC39,143$3.15M<0.01%+6,85613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,306$2.92M<0.01%+23,74313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,512$2.62M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers16,461$1.33M<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,094$1.22M<0.01%-2,48813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG10,099$813K<0.01%+3,97413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,620$453K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC4,791$386K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,642$374K<0.01%+7013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,476$361K<0.01%-7,37713F-HRTimelineGroup
Wealthspire Advisors, LLC4,168$336K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,271$263K<0.01%+1,37313F-HRTimelineGroup
Howard Capital Management Group, LLC2,646$213K0.01%-35113F-HRTimeline
Manchester Capital Management LLC2,250$181K0.02%+55013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,795$145K<0.01%013F-HR/ATimelineGroup
EP Wealth Advisors, LLC1,350$109K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC928$74.8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC717$57.8K<0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC660$53.2K<0.01%+11013F-HRTimelineGroup
CWM, LLCin group CWM, LLC438$35K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA382$31K<0.01%-2,38413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$16.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management153$12.3K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$11K<0.01%013F-HRTimelineGroup
Atala Financial Inc85$6.85K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66$5.33K<0.01%+6613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60$4.83K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC51$4.11K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$2.01K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…12$967<0.01%new13F-HRTimeline
Archer Investment Corp8$673<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.