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Disclosery

IDGT ISHARES TR

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US DIGI REAL ETF (fund)

51 managers (51 13F filers) reported a position in IDGT shares at 2025-09-30, 697,834 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
23
Reduced
10
Sold out
4
Shares held by filers
697,834

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
Aprio Wealth Management, LLC163,423$14.2M1.41%+6,73713F-HRTimeline
LPL Financial LLC75,493$6.55M<0.01%+7,68413F-HRTimeline
Long Run Wealth Advisors, LLC45,022$3.91M0.77%-22613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,368$3.85M0.01%+8,21713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,995$3.47M<0.01%+28,35113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,456$3.42M<0.01%+23213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,405$3.24M<0.01%-36513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,718$2.84M0.01%-6,26813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,695$2.66M<0.01%-15,26113F-HRTimelineGroup
Cetera Investment Advisers29,595$2.57M<0.01%+2,28213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,848$2.33M<0.01%+11,59613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG17,361$1.51M<0.01%+3,71913F-HRTimelineGroup
GTS SECURITIES LLC15,066$1.31M0.05%-15,61913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,052$1.31M<0.01%+20913F-HR/ATimelineGroup
Krilogy Financial LLC14,189$1.25M0.05%-2,63913F-HRTimeline
CORA CAPITAL ADVISORS LLC10,108$877K0.37%+3813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,117$704K0.03%+29713F-HRTimeline
Parallel Advisors, LLC5,726$497K0.01%+6013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,491$474K<0.01%+1,55513F-HRTimelineGroup
SFG Wealth Management, LLC.4,846$420K0.18%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,785$415K<0.01%+79013F-HRTimelineGroup
Janney Montgomery Scott LLC4,750$412K<0.01%+40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,812$411K<0.01%+5813F-HRTimelineGroup
Wealthspire Advisors, LLC4,168$362K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,009$261K<0.01%+32813F-HRTimeline
TD Waterhouse Canada Inc.2,770$242K<0.01%+42013F-HRTimeline
Howard Capital Management Group, LLC2,396$208K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,882$163K0.01%+1,85713F-HRTimeline
Manchester Capital Management LLC1,850$160K0.02%-40013F-HRTimeline
CWM, LLCin group CWM, LLC1,013$88K<0.01%+57513F-HRTimelineGroup
Aptus Capital Advisors, LLC928$80.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC772$67K<0.01%+113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA686$59K<0.01%+64813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC543$47.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC541$46.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…368$31.9K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management340$29.5K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC249$21.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$18.2K<0.01%013F-HRTimelineGroup
MAI Capital Management154$13.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$12K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115$9.97K<0.01%new13F-HRTimelineGroup
Tidemark, LLC94$8.15K<0.01%-5613F-HRTimeline
REDMONT WEALTH ADVISORS LLC75$6.5K0.01%-47813F-HRTimeline
Farther Finance Advisors, LLC60$5.2K<0.01%+3013F-HRTimeline
Steward Partners Investment Advisory, L…49$4.25K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48$4.18K<0.01%-113F-HRTimelineGroup
Blue Trust, Inc.35$3.04K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…12$1.04K<0.01%013F-HRTimeline
Archer Investment Corp8$730<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$34<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.