Skip to content
Disclosery

IDGT ISHARES TR

Follow

US DIGI REAL ETF (fund)

46 managers (46 13F filers) reported a position in IDGT shares at 2025-03-31, 995,428 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
46
13F filers
46
New
10
Added
18
Reduced
7
Sold out
3
Shares held by filers
995,428

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
Bensler, LLC273,463$20.2M2.53%+6,44713F-HRTimeline
Aprio Wealth Management, LLC156,911$11.6M1.45%+23,55813F-HRTimeline
Avestar Capital, LLC81,222$5.99M0.57%-28313F-HRTimeline
LPL Financial LLC64,176$4.74M<0.01%+25,03313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,074$3.99M<0.01%+1,24913F-HRTimelineGroup
Long Run Wealth Advisors, LLC46,843$3.46M0.78%+4,97313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,530$3.43M<0.01%-17,09813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC38,974$2.88M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,530$2.77M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers22,219$1.64M<0.01%+5,75813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…15,997$1.18M0.22%-25,95713F-HRTimelineGroup
Krilogy Financial LLC15,905$1.17M0.08%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,649$1.15M<0.01%+11,17313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,596$1.15M<0.01%-16,91613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,122$1.12M<0.01%+2813F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,570$1.08M<0.01%+4,47113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,236$977K<0.01%+8,59413F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC10,055$742K0.36%new13F-HRTimeline
GTS SECURITIES LLC9,693$715K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,647$564K<0.01%-28,65913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,413$473K0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,772$426K0.02%+15213F-HRTimeline
Janney Montgomery Scott LLC5,381$397K<0.01%+59013F-HRTimeline
Wealthspire Advisors, LLC4,168$308K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,857$283K<0.01%+58613F-HR/ATimelineGroup
Manchester Capital Management LLC2,250$166K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,205$163K<0.01%+41013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,140$159K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,067$153K0.01%+2,04213F-HRTimeline
Bristlecone Advisors, LLC1,000$73.8K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC928$68.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC840$62K<0.01%+12313F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC809$59.7K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC639$47.1K<0.01%-2113F-HRTimelineGroup
CWM, LLCin group CWM, LLC438$32K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA420$31K<0.01%+3813F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$15.5K<0.01%013F-HRTimelineGroup
MAI Capital Management154$11.3K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$10K<0.01%013F-HRTimelineGroup
Atala Financial Inc85$6.27K<0.01%013F-HRTimeline
Continuum Advisory, LLC51$3.77K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC30$2.23K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…12$886<0.01%013F-HRTimeline
Archer Investment Corp8$618<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$70<0.01%-6513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.